Tag: semiconductors
33 articles tagged semiconductors
Draft US letter tells allies to choose between AI blocs
A State Department draft warns 35 signatories they cannot hold membership of both Washington's Pax Silica framework and Beijing's rival AI body.
IQE lifts growth forecast on AI data centre demand
The UK-listed semiconductor wafer maker raised 2026 revenue growth guidance from 20% to above 30%, citing accelerating demand for Indium Phosphide.
DeepSeek builds its own AI chip to cut Nvidia reliance
Chinese AI firm DeepSeek is developing an in-house inference chip to reduce its dependence on Nvidia and Huawei, three sources tell Reuters.
UK confirms £1.1bn plan to back British AI chips and compute
Liz Kendall has unveiled a £1.1bn AI Hardware Plan: a £750m national supercomputer, advance chip purchases and a record British Business Bank fund to secure UK AI sovereignty.
US moves to close Nvidia AI chip loophole for China
The US Commerce Department has acted to halt exports of Nvidia's most advanced AI chips to Chinese firms' overseas subsidiaries, tightening export controls.
Arm beats Q1 forecasts on AI data-centre demand but supply doubts hit shares
UK chip designer Arm forecast Q1 revenue of $1.26bn and adjusted EPS of 40 cents, beating consensus, but flagged secured capacity for only $1bn of AGI CPU demand.
Anthropic explores designing its own AI chips as demand surges
Reuters reports Anthropic is in early-stage discussions about building custom AI chips, joining Meta and OpenAI in seeking independence from external chip suppliers.
Raspberry Pi earnings beat expectations as shares surge 26%
Cambridge-based Raspberry Pi reported a 25% rise in annual earnings, beating forecasts as strengthening demand and higher memory chip prices drove revenue growth.
AI memory chip famine pushes up smartphone and PC prices
The race to build AI data centres has created an acute shortage of DRAM and NAND memory chips, driving up costs for phones, PCs and consoles — with no relief expected before 2027.
