chip

““The AI Overwatch Act (H.R. 6875) may sound like a good idea, but when you examine it closely …”

“Suppliers of key components are temporarily halting production.”

“"So another question is 'can the semiconductor industry be good for three, four, five years in a row?' I'll tell you the truth, I don't know. But I look at the AI, it looks like it's going to be like an endless -- I mean, that for many years to come."”

“The pace of big funding rounds continued to hold up at brisk levels this past week...”

“At CES 2026, sleek new laptops dazzled...”

“TSMC's report revealed optimistic business prospects and record-breaking capital expenditure plans for this year, injecting substantial optimism into the market.”

“Nvidia CEO Jensen Huang is taking the unprecedented step of 'directly securing land' with TSMC.”

“SiFive has announced a partnership with NVIDIA to integrate NVIDIA’s NVLink Fusion interconnect technology into its forthcoming silicon platforms.”

“President Donald Trump signed a presidential proclamation this Wednesday, imposing a 25% tariff on advanced AI chips produced outside the US, transported through the US, and then exported to third-country customers.”

“The article states TSMC is 'strong'.”

“Standing beside him, Huang Renxun immediately responded, "That's right!"”

“Chinese chip company SpacemiT raised more than 600 million yuan ($86 million) in a fresh funding round to speed up commercialization of its products and expand its business.”

“The article states: "Chip supply shortages will continue for another two years."”

“RISC-V will become the mainstream computing system of the next era, and it is a key opportunity for the country's computing chip to achieve overtaking.”

“TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips”

“No direct quote available as the article is a headline with no cited content.”

“OpenAI will add Cerebras' chips to its computing infrastructure to improve the response speed of AI.”

“While a specific quote isn't available in the provided context, the implication is that this model, named GLM-Image, leverages Huawei's hardware, offering a glimpse into the progress of China's domestic AI infrastructure.”

“OpenAI will use Cerebras’ chips to power its ChatGPT.”

“The article states, '...the US White House announced, starting from the 15th, a 25% tariff on certain imported semiconductors, semiconductor manufacturing equipment, and derivatives.'”

“The author mentioned, 'I realized I knew nothing' about Lenzo, indicating an initial lack of knowledge, driving the exploration.”

“These engineering marvels are a new species of infrastructure: supercomputers designed to train and run large language models at mind-bending scale, complete with their own specialized chips, cooling systems, and even energy…”

“”

“Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain.”

“T3出行全量业务成功迁移至腾讯云，创行业最大规模纪录 (T3 Mobility's full business successfully migrated to Tencent Cloud, setting an industry record for the largest scale)”

“Grok is undressing anyone”

“Advanced Micro Devices (AMD.O) CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las Vegas”

“Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand”

“"Marvell和英特尔正在加快步伐，但Melius依然最看好英伟达和博通。"”

“Click to view original article >”