Chips & Semiconductors
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AMD CEO Lisa Su proposed bringing back the Ryzen 7 5800X3D, set plan in motion before DDR5 shortages
AMD Director Travis Kirsch confirmed the rationale for relaunching the first X3D chip and explained why the company no longer offers many Ryzen 3 SKUs.

Intel gets waiver after worries fuzzy US ban on foreign-made robots may hit fabs
Intel has received permission from the Federal Communications Commission to keep using foreign-made robots at its US semiconductor facilities for one year, an agency order published October 22 shows.

The FCC is beginning to block gadgets with ‘foreign surveillance chips’
On October 13th, Brendan Carr's FCC gave itself a new power - it can block gadgets for containing any computer chip made by any company on its list of potential threats to national security.

Sure, let’s smoosh SpaceX and Tesla together, who cares
Oh sure, SpaceX's credit risk is pretty high because it's about to borrow another $40 billion to spend on Nvidia chips, but who cares about that? SpaceX and Tesla have formed special committees to discuss a merger!

Intel installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab
Intel has begun installing production equipment at Fab 62 on its Ocotillo campus in Arizona, moving the project past the building construction stage.

Qualcomm to cut jobs globally in "performance-based" layoffs, as company pivots to AI data center and edge computing markets
Qualcomm will begin performance-based layoffs worldwide in November as the chipmaker reallocates resources toward AI infrastructure, data centers, automotive, PCs, and edge computing, amid weaker consumer electronics demand.

Samsung and SK Hynix are upgrading Chinese factories to produce advanced RAM chips as AI data center competition ramps up
Samsung and SK Hynix are reportedly upgrading their factories to produce more advanced RAM chips designed for AI data centers in an attempt to fend off competition from Chinese companies.

Inspired Capital closes $450M fourth fund as New York pushes back on Silicon Valley’s gravitational pull
Inspired Capital, the New York-based early-stage venture firm founded in 2019 by Alexa von Tobel and Penny Pritzker, has closed its fourth fund at $450 million in commitments.

Modal taps Nvidia Vera CPUs after firm's internal tests show 2x throughput over Intel and AMD chips
Nvidia's Vera CPU delivers twice the performance of Intel and AMD chips in AI agent workloads, Modal claims.

Amazon is taking its biggest shot at Nvidia yet with new TorchNeuron dev tool
Amazon wants to break Nvidia’s hold on PyTorch, the free toolkit used to build most AI apps, so that more developers run their apps on alternative chips like its own.
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