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How do you sell a CPU design when the instruction set is free?

Hacker News Top · 3d ago Cached

An interview with Fiora5 CEO Darian Domocos explores the challenges of building a RISC-V CPU IP startup, the role of open-source instruction sets, and how European chip sovereignty efforts create opportunities.

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#semiconductor

@rohanpaul_ai: Memory pricing now sets the dating value of Samsung and SK Hynix chip engineers. This is happening after large bonuses …

X AI KOLs Following · 3d ago Cached

Memory pricing has boosted the compensation and social value of Samsung and SK Hynix chip engineers, with large bonuses averaging around $400K-$500K per employee.

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#semiconductor

Embattled hedge fund Situational Awareness invests $400M in chip startup Source Foundry

TechCrunch AI · 4d ago Cached

AI-focused hedge fund Situational Awareness, founded by ex-OpenAI researcher Leopold Aschenbrenner, invests $400M in chip startup Source Foundry, bringing its total investment to $500M. The fund recently sold most of its public portfolio after steep losses.

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#semiconductor

SpaceX and Tesla choose Texas for AI chip manufacturing plant that will be world's largest building.

Reddit r/ArtificialInteligence · 6d ago Cached

SpaceX and Tesla announced a joint AI chip manufacturing plant called Terafab in Grimes, Texas, expected to become the world's largest building, producing chips for edge computing, inference, robotics, and space data centers.

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#semiconductor

@falali2015: Interview with Liao Heng, Chief Scientist of Huawei Semiconductor, nearly 5 hours, full of substance and detail, with simplicity carrying the full confidence of China's AI hardware. If Liang Wenfeng represents the software side of China's AI development, Huawei Semiconductor represents the hardware side. It turns out a more down-to-earth Huawei isn't so unlikeable. Hope Chrysanthemum Factory changes its ways going forward...

X AI KOLs Timeline · 2026-08-07

Recommends the nearly 5-hour interview with Liao Heng, Chief Scientist of Huawei Semiconductor. The content is detailed, showcasing the confidence of China's AI hardware development, and compares with Liang Wenfeng representing the software side of China's AI.

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#semiconductor

AMD to Acquire AI Chip Startup Taalas (4 minute read)

TLDR AI · 2026-08-07 Cached

AMD has reached a definitive agreement to acquire Toronto-based AI chip startup Taalas, which specializes in hardwiring AI models onto custom silicon for efficient inference. The deal aims to strengthen AMD's AI portfolio with differentiated inference performance and efficiency.

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#semiconductor

Anthropic is hiring an AI chip design team

TechCrunch AI · 2026-08-05 Cached

Anthropic is building a team to design its own custom AI chips, aiming to co-design hardware and models for greater efficiency as demand for Claude rises. The move follows OpenAI, Google, and Meta in pursuing in-house silicon.

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#semiconductor

Learn how chips are made with this Rollercoaster Tycoon-inspired animation

Hacker News Top · 2026-07-31 Cached

An animated, Rollercoaster Tycoon-inspired interactive visualization explains the chip manufacturing process by following a wafer through each stage of production.

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#semiconductor

Recursive transformers for semiconductor thermo-mechanical reliability

arXiv cs.LG · 2026-07-31 Cached

This paper evaluates recursive weight-sharing transformer architectures as parameter-efficient surrogate models for semiconductor thermo-mechanical reliability prediction, comparing performance, parameter count, and computational cost on small engineering datasets.

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#semiconductor

@TheEconomist: The Chinese state’s investment in CXMT is delivering the state a vast financial windfall. But the chipmaker is only one…

X AI KOLs Timeline · 2026-07-30 Cached

The Chinese state's investment in chipmaker CXMT is yielding significant financial returns, though not all government bets are succeeding. The Economist article explores this.

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#semiconductor

@MIT: MIT researchers have created a chip-based optical device that can dynamically control incoming infrared light for more …

X AI KOLs Timeline · 2026-07-29 Cached

MIT researchers have created a chip-based optical device that dynamically controls infrared light, enabling compact, tunable cameras for thermal imaging, chemical sensing, and pollution monitoring. The metasurface-based lens, described in Nature Communications, controls light at each pixel independently and can be manufactured using conventional semiconductor processes.

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#semiconductor

@intel: As AI demands unprecedented brainpower, the semiconductor industry is moving beyond single, massive chips. Advanced pac…

X AI KOLs Timeline · 2026-07-29 Cached

Intel is advancing chip packaging technologies like Foveros and EMIB to enable multi-chip packages for AI workloads, scaling beyond traditional reticle limits.

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#semiconductor

The Download: a chip talent battle, and deflating AI hype

MIT Technology Review · 2026-07-29 Cached

A newsletter covering a chip talent war between Samsung and SK Hynix, the AI Hype Index, and other tech news including an OpenAI rogue agent incident and Hugging Face deepfakes issues.

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#semiconductor

Samsung’s chip workers are jumping ship to rival SK Hynix 

MIT Technology Review · 2026-07-28 Cached

Samsung chip engineers are defecting to rival SK Hynix, attracted by larger bonuses fueled by profits from AI memory chips. The talent war highlights the fierce competition in the high-bandwidth memory market.

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#semiconductor

Nvidia's $750B in Deals Reignite Circular AI Fears

Hacker News Top · 2026-07-27

Nvidia's $750 billion in deals has reignited concerns about a circular AI investment bubble, where AI companies invest heavily in each other's products.

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#semiconductor

@begeek: La facture des puces Qualcomm va grimper

X AI KOLs Timeline · 2026-07-27 Cached

Qualcomm annonce une hausse de prix à deux chiffres de ses processeurs à partir du 1er septembre 2026, impactant smartphones, PC et objets connectés, en raison de la hausse des coûts des composants et des contraintes d'approvisionnement.

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#semiconductor

@FinanceYF5: AI chip startups are now attacking the 'data movement' bottleneck from multiple angles, aiming to challenge Nvidia's dominance. Deedy compiled a list from July 2026 — let's go through them one by one.

X AI KOLs Following · 2026-07-27 Cached

This article discusses how next-generation AI chip startups are attacking the data movement aspect from different angles in an attempt to challenge Nvidia's dominance, citing a list from July 2026.

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#semiconductor

Show HN: I made some transistor animations

Hacker News Top · 2026-07-24 Cached

A semiconductor simulator provides animated visualizations of transistor operation, displaying electron and hole motion, diffusion, drift, and current/voltage probes for BJTs and MOSFETs.

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#semiconductor

@quasagroup: South Korea’s $880 Billion AI Infrastructure Bet: What It Means for Business https://quasa.io/media/south-korea-s-880-b…

X AI KOLs Timeline · 2026-07-24 Cached

South Korea has announced an $880 billion AI infrastructure plan covering semiconductor expansion, physical AI, and AI data centers, aiming to strengthen its position in the global AI race. The multi-year plan involves major companies and includes building four new fabs and 18.4GW of data center capacity.

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#semiconductor

AMD inks deal with AI chip startup Cerebras

Reddit r/artificial · 2026-07-23

AMD has signed a deal with AI chip startup Cerebras, signaling a strategic partnership in the AI hardware space.

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