#AI #Semiconductors #Investment
uk.finance.yahoo.com
Malaysia's Khazanah to steer more capital to power grids, chip firms, chief says in Davos
DAVOS, Switzerland, Jan 19 (Reuters) - Malaysia's sovereign wealth fund Khazanah Nasional Bhd plans to channel more capital into strengthening the power system and supporting local semiconductor firms as AI drives the next investment cycle, its chief told Reuters on Monday.
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#Semiconductors #Manufacturing #CHIPSAct
news.umich.edu
What it takes to bring semiconductor manufacturing back to the US
What it takes to bring semiconductor manufacturing back to the US
Rather than playing catch-up in manufacturing today's most advanced chips, U-M researchers advocate preparation to build those of tomorrow
Story by Katherine McAlpine | Multimedia by Hans Anderson and Jeremy Marble
Michigan is poised to lead in automotive chip manufacturing, with the chip development talent from the University of Michigan and major automakers down the road in Detroit, according to U-M researchers.
#QuantumTechnology #Semiconductors #SpaceInnovation
aithority.com
SEALSQ C-Suite Visits India to Advance Post-Quantum Semiconductor Personalization Center, Quantum Investments, and Sovereign Space Capabilities
SEALSQ Corp, a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, announced that its C-suite leadership, led by its Founder and Chief Executive Officer Carlos Moreira, will conduct a strategic roadshow across India in early January to accelerate the establishment of a post-quantum semiconductor personalization center and to advance collaboration on post-quantum satellite initiatives with WISeSat.
#Nvidia #Taiwan #Semiconductors
www.benzinga.com
Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report - NVIDIA (NASDAQ:NVDA)
Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang is reportedly expected to visit Taiwan this month, where he may formally announce plans for a new Taipei headquarters as surging AI chip demand -- particularly from China -- tightens pressure on the global semiconductor supply chain.
#Semiconductors #Manufacturing #SupplyChain
wccftech.com
TSMC's U.S. Expansion Crushes the Company's Chip Margins, Shrinking Them by Nearly Eightfold Due to Higher Labor Costs & Wafer Depreciation
One of the biggest concerns when discussing the production of chips in the US is the sustainability of this process, given that for companies like TSMC, manufacturing in America results in a significant reduction in gross margins.
#ArtificialIntelligence #Semiconductors #TechStocks
www.benzinga.com
Daniel Newman Says AI Hype Is Turning Into Hardware Reality As Chip Supply Chain Fuels The Next Wave Of Market Gains: 'Demand Is There' - ASML Holding (NASDAQ:ASML), Intel (NASDAQ:INTC)
Futurum Group CEO Daniel Newman said that the artificial intelligence trade is entering a decisive phase as real-world chip capacity, not hype, begins to drive the market's next leg higher.