semiconductors

Auto Added by WPeMatico

The AI boom broke the memory market, and the bust could be brutal

The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM and NAND flash have behaved like any commodity, sliding through […]

This story continues at The Next Web

The AI boom broke the memory market, and the bust could be brutal Read More »

A €91M bet on the diamond microscope that could be Europe’s next ASML

Europe uses about a fifth of the world’s chips, but makes only a tenth of them. A three-year-old Munich startup thinks it can help close that gap, and Brussels has just backed the bet. QuantumDiamonds is a spin-out of the Technical University of Munich. It has raised €91M to scale a new way of finding […]

This story continues at The Next Web

A €91M bet on the diamond microscope that could be Europe’s next ASML Read More »

France’s ZML wants to break Nvidia lock-in with free cross-chip AI software

A Paris startup wants to loosen Nvidia’s grip on AI, not with a new chip, but with software. ZML has released a free tool that runs open-source models fast across Nvidia, AMD, Google, Apple and Intel silicon alike. Nvidia still rules AI hardware, but its walls keep thinning. ZML, a Paris startup backed by AI […]

This story continues at The Next Web

France’s ZML wants to break Nvidia lock-in with free cross-chip AI software Read More »

Apple puts a $30bn US-manufacturing flag on its Broadcom chip deal

Apple is spending big to make chips at home. It has committed to a multi-year Broadcom deal worth more than $30 billion, Apple announced on Wednesday. That makes it Apple’s largest US manufacturing pledge to date. The scale is the story. The deal should yield more than 15 billion US-made chips and support hundreds of […]

This story continues at The Next Web

Apple puts a $30bn US-manufacturing flag on its Broadcom chip deal Read More »

The AI memory squeeze is about to hit Europe’s shopping baskets

The AI memory squeeze has been an industry story for months. Now it is heading for the till. Currys, Britain’s biggest consumer electricals retailer, has warned that phones, laptops and TVs will cost more later this year. Chief executive Alex Baldock delivered the warning to reporters after the company posted its annual results, as Reuters […]

This story continues at The Next Web

The AI memory squeeze is about to hit Europe’s shopping baskets Read More »

South Korea bets $880bn to win the AI era

South Korea has placed its biggest bet yet on the AI era. The plan commits at least $880bn over a decade to chips, data centres and robots. It is the boldest South Korea AI investment to date, and the government says speed is now the only way to survive. President Lee Jae Myung unveiled the […]

This story continues at The Next Web

South Korea bets $880bn to win the AI era Read More »

AWS raises GPU prices 20% as the memory crunch bites

Renting an AI chip is starting to feel like booking a hotel in a sold-out city. You pay to hold the room, and the rate keeps climbing. On AWS, it just climbed again. Amazon Web Services has raised prices for EC2 Capacity Blocks for ML by roughly 20%, starting in July. Business Insider first reported […]

This story continues at The Next Web

AWS raises GPU prices 20% as the memory crunch bites Read More »

Apple skips its high-end M6 chips for an AI-first M7

Apple is breaking its own playbook. It will skip the high-end versions of its M6 chip and leap to an AI-focused M7 line. Apple M7 chips, not the M6, will power its best Macs from 2027. Apple has changed how it rolls out Mac chips, and the shift is bigger than it sounds. The company […]

This story continues at The Next Web

Apple skips its high-end M6 chips for an AI-first M7 Read More »

Groq’s $650M raise: rebuilding after the Nvidia deal

Groq has confirmed a $650mn raise to rebuild itself as an AI inference cloud, six months after Nvidia paid out its investors and hired away its founder. The Groq $650M round is a bet that purpose-built chips still beat GPUs. Groq spent years as one of the loudest challengers to Nvidia. Then, last December, Nvidia […]

This story continues at The Next Web

Groq’s $650M raise: rebuilding after the Nvidia deal Read More »

Shopping Cart