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Intel CTO tells Dwarkesh Patel the world lacks tools to 10x chip output

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Intel could not make 10 times more leading-edge wafers even if it wanted to, says its chief technology officer, Pushkar Ranade. The world lacks the chipmaking tools. Doubling output is about the limit, he told Dwarkesh Patel on the Dwarkesh Podcast. Patel filmed the episode during a two-day tour of Intel’s most advanced fab in […]

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Nvidia reportedly wants all its HBM suppliers to use TSMC’s 3nm process

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Samsung Electronics will make a core part of Nvidia’s custom memory chips on TSMC’s 3-nanometre process. The Seoul Economic Daily reported the move on Sunday, citing industry sources. It would be the first time the two have worked together on making high-bandwidth memory (HBM). The part is the base die, the logic layer at the […]

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Tenstorrent raises $1.5B at a $6.2B valuation to scale its Galaxy servers

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Tenstorrent, the AI chip company run by Jim Keller, has closed a $1.5bn Series E round at a $6.2bn post-money valuation, it announced on Monday. Trace Capital and Innovation X led the round. New and existing investors also took part. They include Agostinelli Group, ARK Invest, Cadence Ventures, Eclipse, Fidelity, Maverick Silicon, Morgan Stanley, Protagonist, […]

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Apple and Meta team up to run Meta’s Muse Spark Open model on Macs

Apple, Artificial Intelligence, Business, Digital Marketing, Meta, semiconductors, SEO Tips, Technology /

Apple and Meta worked together so that Meta’s new open-weight model, Muse Spark Open, runs on Apple’s Mac Studio desktops. The companies revealed the work on Thursday. The two rivals had not struck a public partnership since 2017, CNBC reported. Meta chief executive Mark Zuckerberg announced it on X, and Apple’s new CEO, John Ternus, […]

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Jury finds Arm breached its Qualcomm licence, then awards Qualcomm $2

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“The jury’s verdict confirms that Arm operated in good faith under its technology license agreement and its award of only two dollars confirms the merit of Arm’s arguments in the case,” Arm said in a statement. A federal jury in Delaware found on 13 October that Arm breached its licensing agreement with Qualcomm. It also […]

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Japan puts up to $21bn into two GlobalFoundries chip fabs in New York

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“Right now, the whole industry is in short supply,” GlobalFoundries CEO Tim Breen told Bloomberg. Japan will put up to $21bn into two new chip factories at GlobalFoundries’ site in Malta, New York, the company announced on 14 October. GlobalFoundries (GF) will run both plants as technology provider and operator. The money comes from Japan’s […]

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Broadcom CEO Hock Tan likens many AI investors to casino gamblers

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Broadcom chief executive Hock Tan compared many AI investors to gamblers who have little idea what they are betting on. He spoke on Monday at the DBS Asia Future Forward Conference in Singapore, Bloomberg reported. “A lot of investors have no clue what they are investing in,” Tan said. They “set very extreme expectations only […]

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Pentagon offers Wolfspeed a $1.5bn loan for a stake of up to 7.5%

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The US Department of War has offered chipmaker Wolfspeed a conditional loan of up to $1.5bn over 30 years. In return, Wolfspeed would give the department warrants to buy up to 7.5% of the company. Wolfspeed filed for bankruptcy protection in June 2025. The department’s Office of Strategic Capital announced the commitment on Wednesday. In […]

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OpenAI’s chip chief tells More Than Moore he doesn’t fully trust AI design

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OpenAI’s own AI models changed parts of its Jalapeño chip, and its engineers could not always say why. In one example, they saved more than 13% of die area, Richard Ho told Ian Cutress of More Than Moore. Ho leads OpenAI’s hardware team, and the interview was published on 30 September. “Well, I still don’t […]

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Micron sees the memory shortage tightening into 2028 after a record quarter

Artificial Intelligence, Deep tech, Digital Marketing, Samsung, semiconductors, SEO Tips, Technology, United States /

Micron says the global memory shortage will get tighter over the next two years. The US chipmaker reported record results on Wednesday. Revenue for the quarter to 3 September rose nearly fivefold from a year earlier, to $54.23bn, the company said. Net income reached $37.7bn, up from $3.2bn a year earlier. Gross margin hit 86.8%, […]

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