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Celero raises $275m to bring coherent optics inside AI data centres

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Celero Communications, a two-year-old chip startup, has raised $275m in a Series C round that values it at more than $3bn. It makes the processors that push data down fibre optic cables between AI chips, racks and whole data centres. Atreides Management, Valor Equity Partners and CapitalG, Alphabet’s growth fund, co-led the round. Dina Bass […]

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Amkor is taking its Arizona chip packaging campus to $12bn

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Amkor is roughly tripling the size of the chip packaging campus it is building in Arizona. The company announced phase 2 on Tuesday. It adds 60,000 square metres of cleanroom to the 33,000 already planned, taking the site to about 93,000 square metres, and lifts the total planned investment to approximately $12bn. Construction starts in […]

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Kawasaki signed an AI chip deal with a startup the Pentagon backs

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Kawasaki Heavy Industries has signed an agreement to put a startup’s AI chips into Japanese aerial defence platforms. The chip company is the interesting part. EdgeCortix, a fabless semiconductor firm based in Kanagawa, announced the deal last week, a teaming agreement running from 2026 to 2028. Hideaki Nishimoto, who runs Kawasaki’s defence and aerospace division, […]

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China put a 99.2% duty on a chemical chip fabs need

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China has imposed a cash deposit of up to 99.2% on imports of a Japanese chemical that chip fabs use to build the films inside logic and memory chips. The rate is close to prohibitive. It took effect on Tuesday. China’s Ministry of Commerce published the preliminary determination on 7 September as Announcement No. 37 […]

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China’s answer to ASML runs on Zeiss lenses, Financial Times reports

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China’s effort to build its own chipmaking machines finally has a coordinator. It is Huawei. And the flagship machine it is coordinating still runs on German lenses. Eleanor Olcott and Zijing Wu reported the arrangement for the Financial Times, citing multiple people familiar with the matter. TNW has not independently verified it. Huawei is investing […]

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China has 70% of a material AI needs, IQE’s CEO warns, Bloomberg reports

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A Welsh chipmaker has just posted a 40% jump in revenue. Its shares are up 849% this year. And its chief executive has told an interviewer that the industry has a supply problem it cannot fully solve. Sofia Gerace reported the interview for Bloomberg. Jutta Meier runs IQE, based in Cardiff. She said access to […]

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Memory prices are slowing because buyers ran out of money

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Memory prices are finally slowing down, and the reason is not that supply improved. It is that buyers ran out of money. TrendForce expects conventional DRAM contract prices to rise 13% to 18% quarter on quarter in Q3. Dan Robinson reported the forecast for The Register. He paired it with separate European shipment numbers that […]

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Belgian chip researcher held since May over secrets allegedly sent to China

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Belgian prosecutors have held a 52-year-old man in pre-trial detention since 10 May on suspicion of passing chip-making secrets to China. He holds Belgian and Chinese nationality. Police arrested him at Brussels Airport as he was about to board a flight to Beijing, the Federal Prosecutor’s Office said in a statement on Monday. That is […]

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The US paid for a peace deal in Nvidia chips

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When Armenia opened the biggest AI factory in its region last month, we filed it under compute diplomacy. The Wall Street Journal now reports what the compute actually bought. Robbie Whelan reported on Friday that US negotiators used the promise of access to Nvidia’s AI chips to help secure a peace deal. Armenia and Azerbaijan […]

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Micron is spending $10bn on a lab betting the memory cycle has changed

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Micron is putting $10bn into a research lab built on the premise that AI has permanently changed what memory is worth. The company announced Micron Research Labs on Thursday, headquartered in Boise, Idaho, with a planned $10bn over the next decade. It is separate from the more than $250bn Micron has committed to American manufacturing […]

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