In Episode 3 of Chips Weekly by Diana, we explore pivotal shifts in the semiconductor landscape:

• Nvidia’s Record Earnings Amidst Geopolitical Tensions: Despite a 69% year-over-year revenue increase, Nvidia faces challenges due to U.S. export restrictions impacting its China operations.
• Samsung’s Innovative Leap to Glass Interposers: Samsung plans to replace silicon with glass in AI chip manufacturing by 2028, aiming for enhanced performance and efficiency.
• TSMC’s Strategic Expansion into Europe: TSMC announces the opening of a new chip design center in Munich, Germany, strengthening its presence in the European semiconductor market.

Industry Insight: India’s Karnataka state approves significant semiconductor investments, positioning the region as a burgeoning hub for chip manufacturing.

Chip of the Week: Navitas Semiconductor’s GaN technology powers Nvidia’s next-gen Rubin AI platform, marking a significant advancement in data center efficiency.

Stay ahead in the semiconductor world with these insights.

https://x.com/DianaOnChips

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In this episode of Chips Weekly by Diana, we cover the latest chip industry moves shaking up the global stage:

• New U.S. export rules target China’s AI hardware ambitions
• Samsung pours over $40B into AI-optimized foundries
• Arm’s quiet rise as the control layer of AI infrastructure

Plus: why AI startups are locking in foundries early, and our Chip of the Week — MRAM is finally going mainstream.

🎧 Listen in for expert insights, global context, and the silicon that’s shaping our future.

#ChipsWeekly #Semiconductors #AIChips #MRAM #TechPodcast

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In this week’s episode: news NVIDIA’s Blackwell chip launch, the EU’s €43B semiconductor push, Intel’s IDM struggles — and our Chip of the Week: TSMC’s groundbreaking 2nm N2 node.

https://x.com/DianaOnChips

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