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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