Data Center Hopscotch in Korea. An investor group plans a $35b 3GW data center three times the planned capacity of the OpenAI-Softbank Stargate data center complex in Texas. Credit to respective owners. #AI#CSP#DataCenter#StockFarmRoad#OpenAI#SoftBank#Stargate
Trump Tariffs Result in 10% Laptop Price Hike in U.S. Says Acer CEO. The Consumer Technology Association notes that 80% of U.S. laptop imports currently come from China . Credit to respective owners. #PC#Laptops#Notebooks
Broadcom and TSMC Eye Possible Intel Deals to Split Intel in Two. Broadcom has been closely examining Intel's chip design business, adding that the company had discussed a potential bid with its advisers. Credit to respective owners. #Intel#Broadcam#INTC#BRCM
Homegrown Arm datacenter CPUs (with independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity installed by hyperscalers and major cloud builders. #Datacenter#Arm#CPU#CSP#Hyperscalers#AmpereComputing#Huawei
TSMC Bans More Chip Sales to China Due to Stricter US Export Sanctions. Starting January 31, 2025, 16nm and below products not packaged by a US government-approved OSAT will not be shipped unless TSMC receives a certification copy from the packaging firm. #TSMC#ChipWar#PRC#China#AI
Rapidus to Reportedly Install 10 EUV Chipmaking Tools at its Fab in Japan. The tools will be used for mass production of chips on 2nm-class process technology starting in 2027. #Foundry#Fab#2nm#EUV#Japan#Rapidus#ProcessNode#Broadcom
Trump to Impose 25% to 100% Tariffs on Taiwan-Made Chips, Impacting TSMC. President Trump announced plans to impose tariffs on Taiwan-made chips in an attempt to incentivize companies to relocate production to the United States. #Tariffs#TSMC#Taiwan#Fab#Foundry
AI Will Drive Storage Needs by 2x Over Next Three Years. According to a survey, paid for by Seagate, cloud storage has emerged as the preferred medium for handling AI-driven data growth, with 65% of AI-related data stored in the cloud in 2024. #Cloud#CloudStorage#Storage#Seagate#AI#AItraining
TikTok Prepares for US Shutdown on Sunday. TikTok plans to shut its app for US users on Sunday, when a federal ban on the social media app could come into effect. #Tiktok#TiktokTikTokBOOM#ChipWar
A new executive order provides federal support to address energy needs for AI datacenters. The order calls for leasing federal sites owned by Defense and Energy departments to host gigawatt-scale AI datacenters and new clean power facilities #AI#DataCenter#Chipwar#DataCenterPower
Intel Plans to Spin of its Venture Capital Arm. Standalone operations are expected to begin in the second half of 2025, at which time Intel Capital will operate under a new name. The existing Intel Capital team will move to the new company. www.intc.com/news-events/...
Taiwanese Government Clears TSMC to Make 2nm Chips Abroad. TSMC is now permitted to build chips on its upcoming 2nm-class process technologies at its facilities outside of Taiwan. #TSMC#Taiwan#2nm#ProcessNode#Fab#Foundry
Nvidia and SIA Fire Back at New Export Restrictions on AI GPUs to China. The Biden administration is preparing a final set of export restrictions. Under the rules, only companies from U.S. and 18 allies can buy AI GPUs without limits. #ChipWar#AI#NVIDIA#SIA#GPU#China#PRC
