We believed that the NVIDIA-killer would be some other chip manufacturer. We were very wrong

Yesterday NVIDIA had a stumble in the stock market. The shares lost 7% and then recovered part of the fall. Meanwhile, Google grew by about 4%. Both movements had the same origin: the rumor that Meta is considering using Google’s TPU chips in its data centers in 2027. Why is it important. During the last … Read more

The geopolitical irony that we are experiencing in the chip war has an unexpected beneficiary: Russia

The technological and trade war between the United States and China continues to open new fronts of debate. The last one, derived from the singular Nexperia situationis beginning to point to a future in which European decoupling from the Chinese chip industry may end up having an effect that is especially disturbing. Or dad, or … Read more

Spain steps on the accelerator in its particular chip race. And it does so with a total commitment to integrated photonics

The Council of Ministers has approved the award of 4.4 million euros to the IMDEA Networks institute within the european program of Integrated Photonics. It may not seem like a lot of money compared to the fortunes invested by the technology giants, but be careful: it is the last element of an eye-catching strategy. Fifth … Read more

The new iPad Pro and MacBook Pro with M5 chip are now on sale and you can buy them in these stores

Last week Apple presented two new MacBook Pro and iPad modelswhose main novelty, compared to previous generations, is the integration of M5 chip. Although they could already be reserved, both devices officially go on sale today. We tell you the stores where you can get them and the prices at which they are available. Apple … Read more

China’s last US hint threatens a TSMC chip factory ahead

On December 31, it will be a very important day for semiconductor manufacturers that have plants in China. From that date they will not be able Its facilities in this Asian country. And they cannot do it because The US does not want chips manufacturing equipment that resort to American technologies and innovations They arrive … Read more

Nvidia, TSMC and SK Hynix are the most powerful chip companies on the planet. None can allow any of the others to fall

Nvidia dominates the global chips market for artificial intelligence (AI) with a fee that during the last three years has oscillated between 80 and 94%, according to Fourweekmba. Your leadership is supported by A very competitive hardware and a software ecosystem in which CUDA (Compute Unified Device Architecture) It has an essential role. This technology … Read more

Nvidia is ready for the chip for the need to survive in China. Who is not ready to let him sell is the US government

The journey in China of the Nvidia GPU for artificial intelligence (AI) H20 He has been full of ups and downs. Since this chip reached the Chinese market in mid -2024 its sales 50% quarter to quarter grewwhich positioned it as The most successful Nvidia product of recent years. However, this era of bonanza lasted … Read more

His chip for Ia H20 is being boycotted

Nvidia survival in China is being complicated day by day. As we have explained During the last two weeks, the administration of the cyberspace of China, known as CAC for its denomination in English (Cyberspace Administration of China), is thoroughly investigating The H20 GPU of Nvidia. This institution is the main Internet regulatory body in … Read more

The US pressure forces China to independent its chip industry. These two projects are their best cards

China has no choice. Or develops its own manufacturing technology of avant -garde semiconductors or will lose its struggle for world supremacy With the US. No 100% Chinese advanced chips their military capacity, the development of their models of artificial intelligence (AI) and the competitiveness of their technology companies will resent in the medium term. … Read more

That the US government let him sell his H20 chip again in China

If the US government maintains the prohibition of sale of avant -garde chips to artificial intelligence (AI) To China, Nvidia will enter this year 15,000 million dollars less. This is What he holds The company led by Jensen Huang, and is certainly the argument that this executive resorted during his meeting with Donald Trump last … Read more

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