President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
As CPP shrinking stalls, chipmakers find a new way to increase transistor density. Imec foresees 0.3nm in 2038, CFET insertion in 2038, HLSI 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 surviv…
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%, s…
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 bigg…
IBM’s new 0.7nm-class fabrication process uses nanostack transistors, requires 2x more FEOL steps for massive improvements in performance, power, and area.
Named Jalapeño, the new processor was designed specifically for the unique needs of OpenAI’s inference systems.
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
Reflection AI will pay SpaceX $150mn a month for Nvidia chips at Colossus 2, a deal worth roughly $6.3bn by 2029. The SpaceX Reflection AI deal puts Nvidia on both sides of the trade. SpaceX has signed another giant compute tenant. This time it is Refl…
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 …