Tata-ASML deal; what happened to H200 chips for China? $1.5T IC industry by 2030; new funding; AI memory tools; MRC spec; embedding solar chips in windows; Ford launches battery biz; Waymo does the backstroke; UMC’s high-voltage finFET.
The U.S. created a licensing path for NvidiaH200 shipments in January and has since approved sales to 10 Chinese companies, but so far no shipments have been confi...
The semiconductor industry is at a crossroads, balancing explosive growth driven by AI with geopolitical constraints and supply chain fragility. The U.S. approval of Nvidia H200 sales to China—without confirmed shipments—highlights the tension between economic interests and national security. Meanwhile, TSMC’s $1.5 trillion revenue projection underscores AI’s insatiable demand for compute power, but this growth risks exacerbating shortages in other sectors, like automotive DRAM, where prices hav...