Reading up on semiconductors

South Korean investors track Nvidia CEO Jensen Huang's every move during his celebrity-like visit, hoping for deeper tech supply-chain ties.

Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.

The European Union outlined a plan to expand its data centers, semiconductors, and cloud computing capabilities to reduce reliance on American tech.

Goldman Sachs raised South Korea's Kospi index target to 12,000, forecasting another 40% gain driven by the semiconductor cycle that it says markets still underestimate.

Anthropic argues that US export controls on AI chips must be tightened to ensure democracies maintain a decisive lead over China's authoritarian regime by 2028.

SpaceX plans a $55 billion investment in a new semiconductor factory, Terafab, to manufacture AI chips and deepen Elon Musk's push into artificial intelligence.

Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.

A hobbyist documents building a DRAM chip in a backyard shed, demonstrating that backyard semiconductor manufacturing is increasingly accessible.

Musk's TERAFAB plan bypasses ASML's EUV bottleneck by using Intel GaN chiplets on mature nodes and advanced 3D packaging to achieve 1 TWh compute capacity.

SRAM-centric chips outperform GPUs on memory-bound AI inference workloads, particularly decode, by placing memory near compute for faster bandwidth.

After pivoting to focus entirely on AI in 2022, AMD CEO Lisa Su has quadrupled the company's market value, positioning it as a strong second-place rival to Nvidia in the AI chip market.