chips
Intel's challenges will "take time and resolve" says CEO Lip-Bu Tan.
Custom chips make up $58 billion of Broadcom's $78 billion AI backlog in the next 18 months.
AWS is targeting the most ambitious AI workloads with its new chip-server-cluster combo.
Minister lifts order after Chinese efforts to disrupt chip supply chain.
A sprinkle of billion-dollar partnerships and a tightly controlled CapEx strategy could change Intel's fate.
Data centres are a growing opportunity but TI could "do more".
Slow – but faster – erosion of Taiwan as the source of all things 3nm and below.
And plays it cool, but yes, apparently it is a national security decision again.
Pinning down Huawei's supply chain puts you right up there with those selling weapons to Taiwan, it seems.