Browsing Category
Semiconductors
35 posts
Semiconductor industry coverage, including chips, lithography, foundries, memory, packaging, chipmaking equipment, export controls, supply chains, and the hardware behind AI and modern computing.
Amazon’s Trainium Talks Push AWS Chips Beyond the Cloud
AWS is in early talks to sell Trainium AI chips for use in other companies’ data centers, a shift that could move Amazon from cloud-only accelerator provider toward a more direct role in the AI chip market. The opportunity is real, but so are the constraints: Trainium capacity is already tight, Nvidia still owns the broadest software ecosystem, and selling racks outside AWS could weaken the cloud bundle that makes custom silicon so valuable to Amazon.
Nothing’s CMF Phone Cancellation Shows AI’s Memory Crunch Has Hit Budget Gadgets
Nothing is skipping this year’s CMF Phone successor because RAM prices have made a budget upgrade too expensive. The decision turns the AI-driven memory shortage into a consumer gadget story, with pressure spreading across Android phones, PCs, AI PCs, SSDs, and lower-cost devices.
SandboxAQ’s $500M CHIPS Award Moves AI Into Chip Materials
The Commerce Department awarded SandboxAQ $500 million to use physics-based AI for semiconductor materials discovery. The target is not a new chip, but the chemicals, magnets, catalysts, and backup-power systems that fabs need to run.
Apple-Intel Chip Claim Puts Intel Foundry’s 18A-P Test in Public View
President Trump says Apple has agreed to work with Intel on U.S.-made chips, but Apple and Intel have not announced a signed foundry deal. The real test is whether Intel’s 18A-P process can move from risk production to Apple-grade yield, volume, and product trust.
ASML Denies EUV Machine Reached China as U.S. Chip Controls Tighten
U.S. officials reportedly raised concerns that ASML EUV-related equipment may have reached China, a claim ASML denies. The dispute shows why chipmaking tools, servicing, and allied export controls are becoming central to the AI hardware race.