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2025-08-20

[News] Meta Reshapes AI Division in Superintelligence Push Amid Talent War and Heavy Spending

According to Bloomberg, Meta is breaking up its newly created AI division, Meta Superintelligence, into four separate teams and reallocating much of its existing AI staff in a bid to better leverage billions of dollars’ worth of recently acquired talent. As Bloomberg notes, citing The Informati...

2025-08-20

[News] U.S. Reportedly Mulls Stakes in CHIPS Act Recipients after Intel, Raising Risks for TSMC, Samsung

While U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is pursuing a 10% stake in Intel, Washington is considering going further. According to Reuters, Lutnick is exploring a plan to take equity stakes in other CHIPS Act recipients—such as TSMC, Samsung,...

2025-08-20

[News] India’s First Compound Semiconductor Wafer Fab Gets Approval

Recently, the Indian government announced the approval of four new semiconductor projects under the India Semiconductor Mission (ISM), raising the total number of ISM projects from six to ten. These four projects involve a total investment of about INR 46 billion. Notably, one of them refers to Indi...

2025-08-20

[News] Chip Equipment Makers Ride AI Boom but Face 5% Q2 Revenue Decline on China Slowdown

According to Nikkei, earnings among leading chipmaking equipment makers are beginning to diverge, shaped by weakening sales in China and rising demand for AI chips. The report highlights that the combined net profit of the top ten chipmaking equipment makers remained robust, rising about 40% to $...

2025-08-19

[News] NVIDIA Reportedly Develops China-Focused Blackwell AI Chip, with Test Samples Possibly in Sep.

Caught between China’s push for domestic AI chips and U.S. export controls, NVIDIA is reportedly developing a new China-focused AI chip based on its Blackwell architecture. According to Reuters, the chip, tentatively called the B30A, aims to outperform the H20—the most advanced model it is curre...

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