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15.10.26 - 11:06
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Deutlicher Gewinnsprung: Chip-Riese TSMC setzt Höhenflug fort (N-TV)
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Als wichtigster Auftragsfertiger für Nvidia, Apple und AMD sitzt TSMC an einer Schlüsselstelle des KI-Booms. Die Nachfrage übersteigt trotz milliardenschwerer Ausbaupläne die vorhandenen Kapazitäten. Nun wird bereits über ein weiteres US-Werk spekuliert....
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14.10.26 - 15:06
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Salience Labs Secures $125 Million in Series B Funding to Scale Photonic Networking Chips for AI Datacenter Infrastructure (Business Wire)
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Funding led by Bullhound Capital with investments from Intel Capital and AMD Ventures will expand the development of Salience Labs' circuit switch technology to solve network latency and performance bottlenecks in AI datacentersOXFORD, England--(BUSINESS WIRE)--#AI--Salience Labs, a leader in photonic chips targeting connectivity for AI datacenter infrastructure, today announced the successful completion of an oversubscribed $125 million Series B funding round. The round is led by Bullhound Capital, with Principal Callum Stewart joining the Salience Labs Board of Directors. Additional investor participation came from AMD Ventures, Intel Capital, SBI Group, Hudson River Trading and British Business Bank, as well as continued support from existing shareholders including Applied Ventures LLC, Oxford Science Enterprises, Cambridge Innovation Capital and Silicon Catalyst Ventures.
With this new funding, Salience Labs will accelerate the deployment of its optical circuit switching (OCS) technology, scale its v...
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14.10.26 - 08:31
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Ark′s Wood Favors Nvidia, AMD in ′Volatile′ Chip Cycle (Bloomberg)
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Cathie Wood, founder, CEO and CIO of Ark Investment Management, discusses why she avoids traditional memory-chip players, saying the business cycle is "most volatile." Speaking on Bloomberg Television, Wood adds that we are "just at the beginning" of the artificial intelligence revolution. "In terms of our semiconductor exposure, [we] tend to be at the less-cyclical end of the spectrum," she adds. (Source: Bloomberg)...
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14.10.26 - 07:06
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Samsung, AMD validate CXL memory for AI servers (Digitimes)
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Samsung Electronics and AMD have collaborated to validate Compute Express Link (CXL) memory technology designed to expand capacity and bandwidth for AI servers, as Samsung broadens its AI infrastructure strategy beyond high-bandwidth memory (HBM) to memory pooling and enterprise storage....
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