Author page description
May 7
- AMD Provides Bullish Forecast Amid China Revenue Concerns
➀ AMD anticipates a $1.5 billion revenue loss in China due to US sales restrictions, impacting MI308 chips;
➁ CEO Lisa Su expresses optimism about AI infrastructure demand and expects strong growth in the second half of the year;
➂ AMD's first-quarter sales rose 36% to $7.4 billion, exceeding estimates, with gains in data center and PC-related sales;
➃ Data center revenue is expected to decline in the current period due to a $700 million reduction in MI308 chip sales;
➄ AMD shares declined after disclosing China sales impact but recovered after CEO's comments;
➅ AMD continues to gain market share in data center processors and PC chips, although it lags behind Nvidia in AI accelerators.
May 2
- Prosecutors May Widen Charges in Singapore Nvidia Fraud Case
➀ Singaporean prosecutors have been granted an additional eight weeks to deepen their investigation into a fraud case involving Nvidia Corp. chips.
➁ The case involves three men accused of shipping servers with Nvidia chips to China, which is prohibited under US export controls.
➂ The prosecutors may bring additional charges as they seek more evidence to support the case.
May 1
- Peter Thiel Pledges $1.2 Billion of Palantir Shares for Personal Debt
➀ Peter Thiel has pledged over $1 billion worth of Palantir Technologies Inc. stock as collateral for personal debt agreements.
➁ The pledge represents more than a tenth of Thiel's stake in the company and is valued at about $1.2 billion.
➂ Thiel's holding of 100 million Palantir shares makes up about half of his $19.1 billion fortune.
- Palantir’s Intelligence-Gathering Truck Rated a Winner by Army
➀ Palantir Technologies Inc.'s mobile battlefield intelligence-gathering vehicle and trailer for the US Army is ranked as one of the top-performing programs by the Army's leaders.
➁ The company's $178 million Army contract is significant for Palantir as it tries to expand its artificial intelligence work with the US.
➂ The Titan system is scheduled to undergo combat-realistic operational testing and evaluation, a potential full-rate production decision, and initial fielding in the 2027-2028 timeframe.
December 2
- Japan Earmarks Extra $9.9 Billion for Chips and AI This Year
➀ Japan is allocating an additional ¥1.5 trillion ($9.9 billion) for chip and AI development, including funding for Rapidus Corp's moonshot foundry project.
➁ The budget includes ¥1.05 trillion for next-generation chips and quantum computer research, and ¥471.4 billion for domestic advanced chip production.
➂ Prime Minister Shigeru Ishiba has pledged over ¥10 trillion in support for chips and AI by fiscal 2030, emphasizing the importance of domestic semiconductor production for economic security.
October 15
- TSMC Plans More Chip Plants in Europe, Taiwan Official Says
➀ Taiwan's tech minister confirms TSMC's plans for additional chip plants in Europe;
➁ The focus is on the AI chip market;
➂ Construction of the first fab in Dresden is underway;
➃ TSMC currently has no new investment plans announced.
September 9
- Japan's Rapidus Seeks Another $700 Million in Chipmaking Push➀ Rapidus Corp. is seeking to raise ¥100 billion ($696 million) to finance its chip development efforts; ➁ The company is approaching existing investors including Toyota, Sony, SoftBank, and MUFG Bank, as well as new investors such as Mizuho Bank and Sumitomo Mitsui Banking Corp.; ➂ Rapidus is part of Japan's campaign to regain leadership in the global chip industry.