News-analysis archive

July 2025

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16 articles

July 25
- Intel promises sweeping changes to combat stagnation with new foundry strategy, AI focus, and the return of Hyper-Threading — but losses threaten to curtail ambition
July 23
- Elon Musk says xAI is targeting 50 million 'H100 equivalent' AI GPUs in five years — 230k GPUs, including 30k GB200s already reportedly operational for training Grok
July 21
- China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026
July 18
- AI bubble is worse than the dot-com crash that erased trillions, economist warns — overvaluations could lead to catastrophic consequences
- TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand
July 17
- Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval — Merger to power end-to-end design platform
July 14
- Amazon's $8 billion Anthropic investment rumors suggest it would rather sell AI infrastructure than compete with ChatGPT and Gemini
July 11
- China plans 39 AI data centers with 115,000 restricted Nvidia Hopper GPUs — move raises alarm over sourcing, effectiveness of bans
July 9
- Nvidia AI challenger Groq announces European expansion — Helsinki data center targets burgeoning AI market
July 8
- Trump says he has struck a trade deal with Hanoi — lowers tariffs to 20% for Vietnamese goods, but adds 40% tax on loophole Chinese companies use to circumvent measures
July 5
- TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions
July 4
- Elon Musk confirms xAI is buying an overseas power plant and shipping the whole thing to the U.S. to power its new data center — 1 million AI GPUs and up to 2 Gigawatts of power under one roof, equivalent to powering 1.9 million homes
July 3
- Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'
- Nvidia's Arm chips rapidly gain share in server market as AI booms — Nvidia's Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter
July 2
- Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A (Updated)
July 1
- Micron details new U.S. fab projects: HBM assembly comes to the U.S., Idaho Fab comes online in 2027, New York fabs later