Chips
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Blog
‘TPUs just work’: Why Google Cloud is betting big on its custom chips
Google’s investment in tensor processing units (TPUs) is necessary to meet growing demand for AI inference, according to an expert at the firm. At Google Cloud Next 2025, the cloud giant unveiled ‘Ironwood’, its seventh generation TPU, which it billed as a market-leading solution for running AI workloads at scale. The chip will power Gemini and other AI models within…
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Huawei set to ship 910C AI chips at scale, signaling shift in global AI supply chain
“From a performance standpoint, Nvidia’s new-generation chips — such as the B200 and the upcoming B300 Ultra, based on TSMC’s 4nm process and equipped with advanced HBM3/3E memory — have significantly widened the gap compared to Huawei’s 910C, which is likely built on SMIC’s N+2 7nm process (effectively 14nm) and lacks advanced HBM memory,” said Neil Shah, partner and co-founder…
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Trump excludes smartphones, computers, chips from higher tariffs
The Trump administration has excluded “smartphones, computers, and other electronics,” even those imported from China, from tariffs it levied last week, reports Bloomberg. The exemptions don’t free them from all tariffs, though, as the outlet says others from before Trump’s April 9th tariffs still apply. Late last night, US Customs and Border Protection (CBP) updated its guidance to exempt smartphones,…
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Trump launches new office to oversee CHIPS Act, boost semiconductor investments – Computerworld
In a letter today, nearly two-dozen lawmakers bemoaned the firings of 70 probationary employees at NIST and the ongoing reduction-in-force efforts by the Trump Administration that could target additional probationary scientists, postdoctoral researchers, and other staff authorized by the CHIPS Act. The letter from 22 members of the US House of Representatives to US Secretary of Commerce Howard Lutnick said…
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iDEAL Semiconductor CEO decries CHIPS Act loss, warns of tech talent gap – Computerworld
“But the other thing that people haven’t talked about is the fact that we have an aging semiconductor workforce in the United States, and that has to be replaced if we literally, want to lead and innovate. And so, not only is it true that we’re trying to expand, which requires more people, [but] that in turn creates great career…
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Trump calls CHIPS Act ‘horrible,’ wants to defund it – Computerworld
Robert Maire, president of consulting firm Semiconductor Advisors, wrote in a blog post that the plan to cut NIST staff isn’t “bluff or negotiation tactic.” Instead, the layoffs signal a complete shift in direction under Trump, he said. “Trump made it clear over the last few days that he will institute 25% tariffs on imported semiconductor devices, so [it’s] obvious that strategy…
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Arm Shocks the Semiconductor Industry by Announcing It May Sell Its Own Chips
Semiconductor design firm Arm surprised the hardware industry on Feb. 13 with the announcement that it will make a server CPU as well as license its semiconductor designs to other organizations; Meta locked in as the first partner. The move turns Arm from a resource for companies like Qualcomm and NVIDIA into a potential competitor. According to the Financial Times,…
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Apple M-Series Chips Are Vulnerable to Side-Channel Attacks
Security researchers from Georgia Institute of Technology and Ruhr University Bochum discovered two side-channel vulnerabilities in devices with Apple name-brand chips from 2021 or later that could expose sensitive information to attackers. Specifically, the vulnerabilities known as SLAP and FLOP skim credit card information, locations, and other personal data. Data can be gathered from sites like iCloud Calendar, Google Maps,…
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Trump’s 100% tariff threat on Taiwan chips raises cost, supply chain fears
“I don’t think we will see a near-term impact, as it takes years to build fabs, but by the end of the decade, the US share could rise by a few percentage points,” Gupta said. “It’s hard to give an exact number, but if I were to estimate, I’d say 14-15%. That isn’t a lot, but for the US to…
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Trump says he’ll put tariffs on imported chips ‘in the near future’
Without going into detail about what might happen to the $52 billion in subsidies from the CHIPS Act under his administration, Donald Trump said tariffs on foreign computer chips, semiconductors, and pharmaceuticals are coming “in the near future.” He also namechecked DeepSeek’s AI releases, saying, “…coming up with a faster method of AI and less expensive, that’s good. I view…
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