Semiconductors
Tech Giants Pivot Amid AI Demand and Geopolitics
September 17, 2025 Ti AI ṣe iroyin
Major technology companies are forming new partnerships and adjusting strategies as surging demand for AI technologies intersects with geopolitical challenges. Recent developments highlight collaborations between firms like TSMC and Synopsys, alongside broader industry shifts in response to global tensions. These moves aim to secure supply chains and advance innovation in semiconductors and AI.
Meta signals growing ambition in custom chip development
Meta Platforms is ramping up its efforts in semiconductor design, with new job postings indicating a push to build advanced AI chips. This move suggests the company aims to reduce reliance on external suppliers like Nvidia. Industry observers see it as a sign of intensifying competition in AI hardware.
Qualcomm acquires Arduino with commitment to open-source ethos
Qualcomm has announced its acquisition of Arduino, the Italian open-source microcontroller company, promising to preserve its independent brand and mission. The deal aims to integrate Arduino's community with Qualcomm's technology resources. As part of the announcement, Qualcomm unveiled the Arduino Uno Q board powered by its processor.
Nvidia stock split sparks criticism but may aid shares
October 02, 2025 Ti AI ṣe iroyin
Nvidia announced a 10-for-1 stock split on May 22, 2024, prompting mixed reactions from investors and analysts. While some view the move as a way to distract from the company's high valuation, others believe it could broaden its investor base and support the stock price. The announcement came amid broader concerns about the risks facing high-flying tech stocks like Nvidia.
US pressures Taiwan on chip production relocation
September 30, 2025 Ti AI ṣe iroyin
The United States is pressuring Taiwan to shift 50% of its semiconductor production to US soil or risk losing military protection. This demand accompanies proposals for tariffs to balance foreign chip reliance. The policies aim to bolster domestic manufacturing amid global tensions.
OpenAI announces partnership with Samsung and SK Hynix for Stargate
OpenAI has formed a strategic alliance with Samsung and SK Hynix to advance its Stargate AI supercomputer project. The collaboration aims to build infrastructure for next-generation AI capabilities. Valued at $100 billion, the initiative underscores growing investments in artificial intelligence hardware.