Tag: Semiconductor
All the articles with the tag "Semiconductor".
House Passes Bill Mandating GPU Tracking to Combat AI Weaponization
Published: at 08:39 PMThe US House passed a bill mandating the tracking of high-performance GPU sales to prevent their use in weapons development by foreign adversaries, sparking concerns about competitiveness, effectiveness, and privacy.
Biden's AI Chip Restrictions Threaten India's GPU Ambitions
Published: at 02:16 AMStricter US AI chip export rules threaten to hinder India's AI development by restricting access to crucial GPUs from Nvidia and AMD, highlighting India's dependence on foreign semiconductors and the need for domestic manufacturing.
TSMC's A14 Process: A Minor Speed Bump for CPUs, GPUs on the Horizon
Published: at 03:22 AMTSMC's new A14 process promises performance and power improvements, but GPU adoption is expected to be delayed due to size, complexity, and yield challenges. CPUs may benefit sooner.
Nvidia Stock Dips as China Prepares Domestic AI GPU Alternative
Published: at 12:04 AMChina is developing AI GPUs comparable to Nvidia's, causing a 5% drop in Nvidia's stock. This move reduces reliance on U.S. technology and impacts Nvidia's market share in a key region.
Nvidia Faces Multi-Billion Dollar Impact from H20 GPU Export Restrictions
Published: at 07:19 AMNvidia is projected to incur multi-billion dollar losses due to indefinite U.S. export licensing on the H20 GPU for China, significantly impacting their ability to serve the Chinese market and creating inventory write-down concerns.
Chinese GPU Maker DeepSeek Reportedly Plans IPO in 2025
Published: at 10:38 AMDigiTimes reports that Chinese GPU maker DeepSeek is planning a 2025 IPO to fund growth and compete in the GPU market, particularly for AI applications within China, amidst the country's push for technological self-reliance.
Atomically Precise Mirrors: A Key Reason for High GPU Costs
Published: at 02:24 PMThe article reveals that the incredibly precise mirrors used in GPU lithography, accurate to within an atom's width, are a significant factor contributing to the high cost of modern graphics cards due to their complex manufacturing.
EU Urged to Secure GPU Stockpile Amid US Chip Restrictions
Published: at 09:35 AMThe article argues that the EU must secure a GPU stockpile to mitigate potential disruptions from US chip export restrictions, safeguarding its AI ambitions and technological autonomy.
NVIDIA Considers Intel's 18A Process Node for Future GPUs
Published: at 02:06 PMNVIDIA is reportedly exploring Intel Foundry's 18A process node for future GPUs, potentially diversifying its manufacturing and impacting the semiconductor industry's competitive landscape.