semiconductor
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Amazon just about scraped by projected earnings but investors still soured on the tech giant after a less-than-stellar performance from its cloud business. -
AMD’s data centre arm contributed around 50% of its annual revenue, with Nvidia’s biggest rival reporting an “outstanding year” with demand increasing for its GPUs and CPUs.
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Yann LeCun, Meta’s chief AI scientist, claimed the market reaction to DeepSeek was “woefully unjustified” and that open source research powered the Chinese startup's meteoric rise, not its hardware.
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President Trump has unveiled plans to introduce hefty tariffs on semiconductors made in Taiwan to encourage chip manufacturers to bring production to the US.
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The US Commerce Department has finalised Infinera’s $93 million CHIPS Act funding in what could be one of the final grants before President-Elect Trump takes office.
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Alibaba Cloud, Apple, and Synopsys have become the latest big tech firms to join the industry group attempting to create an open standard around GPU interconnectivity.
Forthcoming events
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MACOM Technology Solutions, which produces semiconductor devices used in telco and defence applications, has been awarded $70 million from the US government to expand its manufacturing facilities.
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The Biden administration has awarded up to $53 million in direct funding to HP to expand and modernise its Corvallis, Oregon facility to create a new research lab.
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The Commerce Department has finalised Hemlock Semiconductor (HSC)’s $325 million direct funding award to build a new manufacturing facility in Hemlock, Michigan.
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Nvidia has come out swinging in 2025, unveiling new products to supercharge everything from AI development to content creation and streaming.
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The US Department of Commerce has earmarked the location of the third flagship CHIPS for America research and development (R&D) facility and greenlit the creation of a virtual semiconductor manufacturing research centre.
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Semiconductor giant Micron has appointed Mike Cordano as the company’s executive vice president of worldwide sales.
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Nvidia has completed its acquisition of AI infrastructure firm Run:ai and plans to open source its software to help businesses build AI applications faster.
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POET Technologies, which designs and develops photonic hardware for data centres, AI and telecom workloads, has completed its acquisition of Chinese photonics firm Super Photonics Integrated Circuit Xiamen Co (SPX).
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Here are some news stories from this week you might have missed.
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NTT Docomo’s venture arm has invested in Ayar Labs, a US startup developing next-generation optical I/O technologies.
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China’s antitrust regulator has opened an investigation into chip-making giant Nvidia over alleged breaches of anti-monopoly behaviours.
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Google has unveiled its latest quantum computing chip, Willow, a next-generation hardware unit that dramatically reduces quantum computational errors and can perform complex calculations exponentially faster than classical supercomputers.
Forthcoming events
Datacloud Asia 2025 co-located with ITW Asia
3 DECEMBER - 4 DECEMBER 2025 Singapore, Singapore
