O=C=O<p>AI chip manufacturing derails climate progress in East Asia</p><p>A new report has identified a spike in the <a href="https://climatejustice.social/tags/electricity" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>electricity</span></a> consumption rates of artificial intelligence (<a href="https://climatejustice.social/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a>) chip manufacturing by 350% since 2023.</p><p>The research paper, published by <a href="https://climatejustice.social/tags/Greenpeace" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Greenpeace</span></a> East Asia, notes that East <a href="https://climatejustice.social/tags/Asia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Asia</span></a> bears the brunt of the <a href="https://climatejustice.social/tags/ClimateImpact" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ClimateImpact</span></a> of AI chip manufacturing. Asian countries like <a href="https://climatejustice.social/tags/Taiwan" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Taiwan</span></a> and South <a href="https://climatejustice.social/tags/Korea" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Korea</span></a> are leading hubs for <a href="https://climatejustice.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> manufacturing but soaring electricity demand is denting <a href="https://climatejustice.social/tags/ClimateChange" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ClimateChange</span></a> targets.</p><p>Semiconductor manufacturing plants in the region are turning to <a href="https://climatejustice.social/tags/FossilFuels" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FossilFuels</span></a> to power their operation. The combined global <a href="https://climatejustice.social/tags/emissions" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>emissions</span></a> from AI chip manufacturing in Asia Pacific, particularly South East Asia, could cause the region to miss out on its environmental <a href="https://climatejustice.social/tags/sustainability" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>sustainability</span></a> targets.</p><p><a href="https://coingeek.com/ai-chip-manufacturing-derails-climate-progress-in-east-asia/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">coingeek.com/ai-chip-manufactu</span><span class="invisible">ring-derails-climate-progress-in-east-asia/</span></a></p><p><a href="https://climatejustice.social/tags/ClimateCrisis" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ClimateCrisis</span></a> <br><a href="https://climatejustice.social/tags/HighTech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>HighTech</span></a><br><a href="https://climatejustice.social/tags/Environment" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Environment</span></a><br><a href="https://climatejustice.social/tags/Energy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Energy</span></a></p>
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#semiconductor
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Marcus "MajorLinux" Summers<p>South Korea is showing the US how its done!</p><p>Samsung Receives Government Approval To Increase The Work Hours To 64 Per Week For Its R&D and Semiconductor Divisions To Boost Competitiveness Against Rivals </p><p><a href="https://wccftech.com/samsung-receives-approval-to-increase-rd-and-semiconductor-work-hours-to-64/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">wccftech.com/samsung-receives-</span><span class="invisible">approval-to-increase-rd-and-semiconductor-work-hours-to-64/</span></a></p><p><a href="https://toot.majorshouse.com/tags/Samsung" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Samsung</span></a> <a href="https://toot.majorshouse.com/tags/Labor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Labor</span></a> <a href="https://toot.majorshouse.com/tags/Research" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Research</span></a> <a href="https://toot.majorshouse.com/tags/Development" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Development</span></a> <a href="https://toot.majorshouse.com/tags/Semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Semiconductor</span></a> <a href="https://toot.majorshouse.com/tags/Capitalism" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Capitalism</span></a> <a href="https://toot.majorshouse.com/tags/Tech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Tech</span></a></p>
China Business Forum<p>[<a href="https://mstdn.business/tags/TRADESHOW" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>TRADESHOW</span></a>] <a href="https://mstdn.business/tags/NEPCON" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>NEPCON</span></a> <a href="https://mstdn.business/tags/China" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>China</span></a> 2025, <a href="https://mstdn.business/tags/Asia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Asia</span></a>’s premier <a href="https://mstdn.business/tags/electronics" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>electronics</span></a> <a href="https://mstdn.business/tags/manufacturing" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>manufacturing</span></a> and <a href="https://mstdn.business/tags/technology" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>technology</span></a> <a href="https://mstdn.business/tags/exhibition" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>exhibition</span></a>, from April 22–24, 2025, at the <a href="https://mstdn.business/tags/Shanghai" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Shanghai</span></a> <a href="https://mstdn.business/tags/World" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>World</span></a> <a href="https://mstdn.business/tags/Expo" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Expo</span></a> Exhibition & <a href="https://mstdn.business/tags/Convention" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Convention</span></a> <a href="https://mstdn.business/tags/Center" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Center</span></a>. This <a href="https://mstdn.business/tags/B2B" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>B2B</span></a> <a href="https://mstdn.business/tags/event" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>event</span></a> serves as a vital <a href="https://mstdn.business/tags/platform" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>platform</span></a> for electronics, <a href="https://mstdn.business/tags/automotive" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>automotive</span></a>, and new <a href="https://mstdn.business/tags/energy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>energy</span></a> industries, presenting the latest in electronic <a href="https://mstdn.business/tags/components" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>components</span></a>, <a href="https://mstdn.business/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> packaging, <a href="https://mstdn.business/tags/industrial" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>industrial</span></a> <a href="https://mstdn.business/tags/robots" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>robots</span></a>, EMS, machine vision, and testing <a href="https://mstdn.business/tags/equipment" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>equipment</span></a>. <a href="https://cnbusinessforum.com/event/nepcon-china-2025/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">cnbusinessforum.com/event/nepc</span><span class="invisible">on-china-2025/</span></a></p>
Benjamin Carr, Ph.D. 👨🏻💻🧬<p><a href="https://hachyderm.io/tags/US" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>US</span></a> <a href="https://hachyderm.io/tags/CHIPSAct" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>CHIPSAct</span></a> Getting Scrapped By Trump Administration Now Looks Imminent; Over 80% of Staff Laid Off, Courtesy of <a href="https://hachyderm.io/tags/Elon" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Elon</span></a>’s <a href="https://hachyderm.io/tags/DOGE" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>DOGE</span></a><br>The CHIPS Act, introduced under the Biden administration, was seen as the first step by the US to restore its status as the dominant <a href="https://hachyderm.io/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> country. The primary aim of the incentive was to bring chip production to the country, and with it, we saw the likes of <a href="https://hachyderm.io/tags/TSMC" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>TSMC</span></a>, <a href="https://hachyderm.io/tags/Intel" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Intel</span></a>, and many others opening up new facilities in the region. <br><a href="https://wccftech.com/us-chips-act-getting-scrapped-by-trump-administration-looks-imminent/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">wccftech.com/us-chips-act-gett</span><span class="invisible">ing-scrapped-by-trump-administration-looks-imminent/</span></a></p>
Europe Says<p><a href="https://www.europesays.com/1948843/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">europesays.com/1948843/</span><span class="invisible"></span></a> Redefining the transistor: The ideal building block for artificial intelligence <a href="https://pubeurope.com/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://pubeurope.com/tags/ArtificialIntelligence" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ArtificialIntelligence</span></a> <a href="https://pubeurope.com/tags/NationalUniversityOfSingapore" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>NationalUniversityOfSingapore</span></a>(NUS) <a href="https://pubeurope.com/tags/Newswise" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Newswise</span></a> <a href="https://pubeurope.com/tags/Semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Semiconductor</span></a>;ArtificialIntelligence;ArtificialIntelligence(AI);ArtificialIntelligence(AI)InEngineering;AI;Transistor</p>
Europe Says<p><a href="https://www.europesays.com/1938648/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">europesays.com/1938648/</span><span class="invisible"></span></a> AI chip startup FuriosaAI reportedly turns down $800M acquisition offer from Meta <a href="https://pubeurope.com/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://pubeurope.com/tags/AIChips" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AIChips</span></a> <a href="https://pubeurope.com/tags/ArtificialIntelligence" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ArtificialIntelligence</span></a> <a href="https://pubeurope.com/tags/FuriosaAI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FuriosaAI</span></a> <a href="https://pubeurope.com/tags/Meta" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Meta</span></a> <a href="https://pubeurope.com/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://pubeurope.com/tags/SouthKorea" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>SouthKorea</span></a></p>
ComputerBase<p>Samsung im Krisenmodus: HBM für Blackwell Ultra erwartet, 1-nm-Chips nicht eingestellt <a href="https://www.computerbase.de/news/wirtschaft/samsung-im-krisenmodus-hbm-fuer-blackwell-ultra-erwartet-1-nm-chips-nicht-eingestellt.91861/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">computerbase.de/news/wirtschaf</span><span class="invisible">t/samsung-im-krisenmodus-hbm-fuer-blackwell-ultra-erwartet-1-nm-chips-nicht-eingestellt.91861/</span></a> <a href="https://mastodon.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://mastodon.social/tags/Samsung" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Samsung</span></a> <a href="https://mastodon.social/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://mastodon.social/tags/Nvidia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Nvidia</span></a></p>
東京トレンドニュース速報<p><a href="https://mastodon.social/tags/FinancialTimes" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FinancialTimes</span></a> Nvidia’s rise in the age of AI | FT Film</p><p>Nvidia's rise in the age of AI | FT Film Nvidia's dominance in the AI boom has made the US chipmaker one of the world's most valuable companies. FT reporters unpick the fallout following the release of China's DeepSeek AI model and examine the geopolitical challenges facing the Silicon Valley company <a href="https://mastodon.social/tags/nvidia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>nvidia</span></a> <a href="https://mastodon.social/tags/ai" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ai</span></a> <a href="https://mastodon.social/tags/tech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>tech</span></a> <a href="https://mastodon.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://mastodon.social/tags/DeepSeek" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>DeepSeek</span></a> <a href="https://mastodon.social/tags/siliconvalley" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>siliconvalley</span></a> <a href="https://mastodon.social/tags/artificialintelligence" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>artificialintelligence</span></a> <a href="https://mastodon.social/tags/chipmaker" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>chipmaker</span></a> <a href="https://mastodon.social/tags/us" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>us</span></a> <a href="https://mastodon.social/tags/china" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>china</span></a>…</p><p><a href="https://www.shibuyaworldnews.online/financialtimes-nvidias-rise-in-the-age-of-ai-ft-film/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">shibuyaworldnews.online/financ</span><span class="invisible">ialtimes-nvidias-rise-in-the-age-of-ai-ft-film/</span></a></p>
Free Silicon Foundation<p>We are glad to announce the next edition of the Free Silicon Conference (<a href="https://mastodon.f-si.org/tags/fsic" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>FSiC</span></a>) which will be held at IHP Microelectronics (Frankfurt an der Oder) on July 2, 3, 4 2025: <br><a href="https://wiki.f-si.org/index.php/FSiC2025" rel="nofollow noopener noreferrer" target="_blank"><span class="invisible">https://</span><span class="ellipsis">wiki.f-si.org/index.php/FSiC20</span><span class="invisible">25</span></a></p><p>Please help us to spread the voice and to identify new open-silicon projects and new open-source Electronic Design Automation (EDA) tools.</p><p>To propose or suggest an idea just answer to this toot or write at fsic2025'at'f-si.org. </p><p><a href="https://mastodon.f-si.org/tags/openhardware" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>openHardware</span></a> <a href="https://mastodon.f-si.org/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://mastodon.f-si.org/tags/silicon" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>silicon</span></a> <a href="https://mastodon.f-si.org/tags/goit" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>GoIT</span></a> <a href="https://mastodon.f-si.org/tags/ngizero" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>NGIZero</span></a></p>
ComputerBase<p>Ehemaliger TSMC-Chairman: Mark Liu ab sofort im Aufsichtsrat von Micron <a href="https://www.computerbase.de/news/wirtschaft/ehemaliger-tsmc-chairman-mark-liu-ab-sofort-im-aufsichtsrat-von-micron.91666/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">computerbase.de/news/wirtschaf</span><span class="invisible">t/ehemaliger-tsmc-chairman-mark-liu-ab-sofort-im-aufsichtsrat-von-micron.91666/</span></a> <a href="https://mastodon.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://mastodon.social/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://mastodon.social/tags/Micron" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Micron</span></a></p>
Science News<p>Thin Chips and Robust Substrates: Fraunhofer Institutes develop key technologies for cost- efficient silicon carbide power electronics in »ThinSiCPower« project. <a href="https://idw-online.social/tags/SiC" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>SiC</span></a> <a href="https://idw-online.social/tags/WBG" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>WBG</span></a> <a href="https://idw-online.social/tags/PowerElectronics" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>PowerElectronics</span></a> <a href="https://idw-online.social/tags/MicroElectronics" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>MicroElectronics</span></a> <a href="https://idw-online.social/tags/Semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Semiconductor</span></a><br><a href="https://nachrichten.idw-online.de/2025/02/27/thin-chips-and-robust-substrates-key-technologies-for-cost-efficient-silicon-carbide-power-electronics" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">nachrichten.idw-online.de/2025</span><span class="invisible">/02/27/thin-chips-and-robust-substrates-key-technologies-for-cost-efficient-silicon-carbide-power-electronics</span></a></p>
Jan Penfrat<p>Chipmaker <a href="https://eupolicy.social/tags/Infineon" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Infineon</span></a> is cleared to receive a €920 million German <a href="https://eupolicy.social/tags/subsidy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>subsidy</span></a> to help build a new <a href="https://eupolicy.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> manufacturing plant in <a href="https://eupolicy.social/tags/Dresden" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Dresden</span></a>. </p><p>You know, the company that made 3+ billion Euros net profits in 2023. 😠</p>
ComputerBase<p>Zu viel fehlerhafter HBM: Nvidia nimmt nur noch getestete Chips von Zulieferern ab <a href="https://www.computerbase.de/news/grafikkarten/zu-viel-fehlerhaftes-hbm-nvidia-aendert-abnahmebedingungen-auf-nur-noch-getestete-chips.91480/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">computerbase.de/news/grafikkar</span><span class="invisible">ten/zu-viel-fehlerhaftes-hbm-nvidia-aendert-abnahmebedingungen-auf-nur-noch-getestete-chips.91480/</span></a> <a href="https://mastodon.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://mastodon.social/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://mastodon.social/tags/Nvidia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Nvidia</span></a></p>
Benjamin Carr, Ph.D. 👨🏻💻🧬<p><a href="https://hachyderm.io/tags/Arm" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Arm</span></a> to launch its own chip in move that could upend <a href="https://hachyderm.io/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> industry<br>Arm plans to launch its own chip this year after securing Meta as one of its first customers, in a radical change to the <a href="https://hachyderm.io/tags/SoftBank" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>SoftBank</span></a>-owned group’s business model of licensing to likes of Apple and Nvidia. <br>Arm’s chip is expected to be a <a href="https://hachyderm.io/tags/CPU" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>CPU</span></a> for <a href="https://hachyderm.io/tags/servers" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>servers</span></a> in large <a href="https://hachyderm.io/tags/datacentres" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>datacentres</span></a> and is built on a base that can then be customised for clients including Meta, manufactured by <a href="https://hachyderm.io/tags/TSMC" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>TSMC</span></a><br><a href="https://www.ft.com/content/95367b2b-2aa7-4a06-bdd3-0463c9bad008" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">ft.com/content/95367b2b-2aa7-4</span><span class="invisible">a06-bdd3-0463c9bad008</span></a><br><a href="https://archive.ph/XVjpn" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="">archive.ph/XVjpn</span><span class="invisible"></span></a></p>
News-Cafe.eu blog<p>U.S. accounted for nearly half of all of world’s data centers in 2024. China lacks capabilities in <a href="https://mastodon.world/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> manufacturing to build more data centers. <a href="https://mastodon.world/tags/news" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>news</span></a> <a href="https://mastodon.world/tags/data" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>data</span></a> <a href="https://mastodon.world/tags/technology" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>technology</span></a> <a href="https://mastodon.world/tags/ai" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ai</span></a> <a href="https://mastodon.world/tags/tech" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>tech</span></a> <a href="https://mastodon.world/tags/artificialintelligence" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>artificialintelligence</span></a> <a href="https://mastodon.world/tags/china" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>china</span></a> <a href="https://mastodon.world/tags/energy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>energy</span></a> <a href="https://mastodon.world/tags/google" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>google</span></a> <a href="https://mastodon.world/tags/amazon" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>amazon</span></a> <a href="https://mastodon.world/tags/nvidia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>nvidia</span></a> <a href="https://mastodon.world/tags/microsoft" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>microsoft</span></a> <a href="https://mastodon.world/tags/chips" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>chips</span></a><br><a href="https://www.news-cafe.eu/?go=news&n=13513" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="">news-cafe.eu/?go=news&n=13513</span><span class="invisible"></span></a></p>
Chuck Darwin<p>The release of a less capital-intensive artificial intelligence model from China’s <a href="https://c.im/tags/DeepSeek" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>DeepSeek</span></a> sent a chill through the U.S. stock market Monday,<br>initiating a massive selloff underscoring the fragile backdrop behind the record market.</p><p>KEY FACTS<br>U.S. stocks got walloped Monday: The S&P 500 fell about 2% at 9:30 a.m. EST market open, and the tech-heavy <a href="https://c.im/tags/Nasdaq" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Nasdaq</span></a> sank 3.5%, heading toward its worst percentage loss since Dec. 18 and third-worst day of the last two years.</p><p>Domestic leaders in AI headlined the stinging losses, as <a href="https://c.im/tags/Microsoft" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Microsoft</span></a> dropped 4% and <a href="https://c.im/tags/Tesla" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Tesla</span></a> slipped 2%, while semiconductor chip architect <a href="https://c.im/tags/Nvidia" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Nvidia</span></a> dove 12% and other big chip stocks like <a href="https://c.im/tags/Broadcom" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Broadcom</span></a> and <a href="https://c.im/tags/Taiwan" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Taiwan</span></a> <a href="https://c.im/tags/Semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Semiconductor</span></a> Manufacturing Company fell more than 10% apiece.</p><p>The selloff stems from weekend panic over last week’s release from the relatively unknown Chinese firm DeepSeek of its competitive generative AI model rivaling <a href="https://c.im/tags/OpenAI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>OpenAI</span></a>, the American firm backed by Microsoft and Nvidia, and its viral chatbot <a href="https://c.im/tags/ChatGPT" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ChatGPT</span></a>, with DeepSeek notably running at a fraction of the cost of U.S.-based rivals.</p><p>As for why the DeepSeek news is so concerning for U.S. equities, JPMorgan analyst Sandeep Deshpande questioned in a note to clients how DeepSeek’s low-cost success “is posing thoughts to investors that the AI investment cycle may be over-hyped and a more efficient future is possible.”<br>And more broadly, the idea of a rival undercutting the largely U.S.-based generative AI revolution throws a wrench in investors’ historic confidence in American stocks, as the S&P trades at levels compared to companies’ revenues and profits comparable to the dot-com <a href="https://c.im/tags/bubble" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>bubble</span></a>, meaning investors are ponying up more to get a slice of stateside equities.<br>Referring to the “magnificent seven” set of trillion-dollar U.S. companies including Nvidia and Tesla accounting for much of the 2020s bull market, Yardeni Research founder Ed Yardeni noted a “competitive threat to their magnificence has emerged from China.”</p><p>CRUCIAL QUOTE<br>DeepSeek is “bad news” for American tech behemoths with “plans to dominate the AI market with their expensive AI services,” cautioned Yardeni.</p><p><a href="https://www.forbes.com/sites/dereksaul/2025/01/27/deepseek-panic-heres-why-tech-stocks-are-getting-crushed-as-nasdaq-paces-to-worst-day-of-2025/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">forbes.com/sites/dereksaul/202</span><span class="invisible">5/01/27/deepseek-panic-heres-why-tech-stocks-are-getting-crushed-as-nasdaq-paces-to-worst-day-of-2025/</span></a></p>
MNylif<p>:ablobcatheart: <br>Someone smarter than me, please explain what is going on here. This seems promising</p><p><a href="https://mastodon.world/tags/science" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>science</span></a> <a href="https://mastodon.world/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> <a href="https://mastodon.world/tags/quantum" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>quantum</span></a></p><p><a href="https://www.sciencedaily.com/releases/2025/01/250123224030.htm" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">sciencedaily.com/releases/2025</span><span class="invisible">/01/250123224030.htm</span></a></p>
Hans-Cees 🌳🌳🤢🦋🐈🐈🍋🍋🐝🐜<p>Peter Zeihan on <a href="https://ieji.de/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> industry <a href="https://ieji.de/tags/intel" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>intel</span></a> and <a href="https://ieji.de/tags/tsmc" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>tsmc</span></a> <br>The real experts in the comments let him know where he is wrong quit a bit </p><p>Where does <a href="https://ieji.de/tags/asml" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>asml</span></a> fit in? Who can explain? They are in production no? <br><a href="https://youtube.com/watch?v=g_PEZrDZQNU&si=fiFyKgdpqcvjWswh" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://</span><span class="ellipsis">youtube.com/watch?v=g_PEZrDZQN</span><span class="invisible">U&si=fiFyKgdpqcvjWswh</span></a></p>
ComputerBase<p>Samsung Foundry: 50 % geringere Investitionen wegen fehlender Kundschaft <a href="https://www.computerbase.de/news/wirtschaft/samsung-foundry-50-prozent-geringere-investitionen-wegen-fehlender-kundschaft.91117/" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">computerbase.de/news/wirtschaf</span><span class="invisible">t/samsung-foundry-50-prozent-geringere-investitionen-wegen-fehlender-kundschaft.91117/</span></a> <a href="https://mastodon.social/tags/Samsung" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Samsung</span></a> <a href="https://mastodon.social/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://mastodon.social/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a></p>
Benjamin Carr, Ph.D. 👨🏻💻🧬<p><a href="https://hachyderm.io/tags/Netherlands" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Netherlands</span></a> tightens export controls on <a href="https://hachyderm.io/tags/sanctioned" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>sanctioned</span></a> <a href="https://hachyderm.io/tags/semiconductor" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>semiconductor</span></a> equipment — move made in line with <a href="https://hachyderm.io/tags/US" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>US</span></a> limitations, <a href="https://hachyderm.io/tags/ASML" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>ASML</span></a> will apply for licenses from the Dutch government<br>These measures prevent <a href="https://hachyderm.io/tags/China" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>China</span></a> from acquiring these machines to produce <a href="https://hachyderm.io/tags/7nm" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>7nm</span></a> and even more advanced chip nodes. <br><a href="https://www.tomshardware.com/tech-industry/netherlands-tightens-export-controls-on-sanctioned-semiconductor-equipment-move-made-in-line-with-u-s-limitations-asml-will-apply-for-licenses-from-the-dutch-government" rel="nofollow noopener noreferrer" translate="no" target="_blank"><span class="invisible">https://www.</span><span class="ellipsis">tomshardware.com/tech-industry</span><span class="invisible">/netherlands-tightens-export-controls-on-sanctioned-semiconductor-equipment-move-made-in-line-with-u-s-limitations-asml-will-apply-for-licenses-from-the-dutch-government</span></a> <a href="https://hachyderm.io/tags/sanctions" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>sanctions</span></a></p>
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