In this episode of Chips Weekly by Diana, we dive into escalating U.S. export controls on semiconductor equipment in China, Texas Instruments’ massive $60B fab expansion, and Applied Materials’ $2B R&D move into India. We also break down Micron’s $200B strategy to reshape U.S. memory manufacturing—and wrap up with our Chip of the Week: Intel’s Gaudi 3 AI accelerator, a serious contender in the AI compute race.

🎧 Highlights:

• U.S. plans to revoke chip equipment export waivers
• Texas Instruments’ investment in legacy node leadership
• Applied Materials goes deep in India
• Strategic view on Micron’s $200B DRAM/HBM roadmap
• Chip of the Week: Intel Gaudi 3

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In this week’s episode of Chips Weekly by Diana, we break down three key developments in the semiconductor world:

• Nvidia cuts China from its revenue forecast and reveals plans for a U.S.-compliant Blackwell chip.
• Arm’s CEO warns that export restrictions could stall global innovation.
• China delays Synopsys–Ansys merger approval, and Huawei hits a ceiling on AI chip output.

Plus, we unpack GlobalFoundries’ $16B CHIPS Act–backed U.S. expansion and spotlight AMD’s MI325X as our Chip of the Week—its boldest AI move yet.

Follow for strategic chip updates every Tuesday.

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#semiconductors #Nvidia #AMD #AIchips #ChipsWeekly #GlobalFoundries #Arm #CHIPSAct #technews #chipindustry #computex2025 #MI325X #GPUs #AIhardware #ChinaTech #EDA #chipdesign #supplychain #buzzsproutpodcast

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In this special edition of Chips Weekly by Diana, we’re pressing pause on the week’s chip news and spotlighting something deeper: the books that have helped shape our understanding of semiconductors — from the fab floor to the global stage.

Whether you’re designing at the device level, tracking geopolitics, or just starting your journey into the chip world, these five titles offer clarity, context, and insight.

📚 Top 5 Semiconductor Books Featured in This Episode:

1. Semiconductor Device Fundamentals – Robert F. Pierret
2. Chip War – Chris Miller
3. Introduction to Semiconductor Manufacturing Technology – Hong Xiao
4. CMOS VLSI Design – Neil Weste & David Harris
5. The Chip: How Two Americans Invented the Microchip and Launched a Revolution – T.R. Reid

🔗 Got a favorite chip book? Send it in — it might make a future list.

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In Episode 3 of Chips Weekly by Diana, we explore pivotal shifts in the semiconductor landscape:

• Nvidia’s Record Earnings Amidst Geopolitical Tensions: Despite a 69% year-over-year revenue increase, Nvidia faces challenges due to U.S. export restrictions impacting its China operations.  
• Samsung’s Innovative Leap to Glass Interposers: Samsung plans to replace silicon with glass in AI chip manufacturing by 2028, aiming for enhanced performance and efficiency.  
• TSMC’s Strategic Expansion into Europe: TSMC announces the opening of a new chip design center in Munich, Germany, strengthening its presence in the European semiconductor market.

Industry Insight: India’s Karnataka state approves significant semiconductor investments, positioning the region as a burgeoning hub for chip manufacturing. 

Chip of the Week: Navitas Semiconductor’s GaN technology powers Nvidia’s next-gen Rubin AI platform, marking a significant advancement in data center efficiency. 

Stay ahead in the semiconductor world with these insights.

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In this episode of Chips Weekly by Diana, we cover the latest chip industry moves shaking up the global stage:

• New U.S. export rules target China’s AI hardware ambitions
• Samsung pours over $40B into AI-optimized foundries
• Arm’s quiet rise as the control layer of AI infrastructure

Plus: why AI startups are locking in foundries early, and our Chip of the Week — MRAM is finally going mainstream.

🎧 Listen in for expert insights, global context, and the silicon that’s shaping our future.

#ChipsWeekly #Semiconductors #AIChips #MRAM #TechPodcast

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In this week’s episode: news NVIDIA’s Blackwell chip launch, the EU’s €43B semiconductor push, Intel’s IDM struggles — and our Chip of the Week: TSMC’s groundbreaking 2nm N2 node.

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