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Episode 1 May 2025 NVIDIA'S B200, TSMC's N2 and Europe's Chip Vision

Saison 1 · Épisode 1

dimanche 18 mai 2025 • Durée 08:46

In this week’s episode: news NVIDIA’s Blackwell chip launch, the EU’s €43B semiconductor push, Intel’s IDM struggles — and our Chip of the Week: TSMC’s groundbreaking 2nm N2 node.

https://x.com/DianaOnChips

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Origin Stories Ep.1 — Fairchild Semiconductor: The Birth of Silicon Valley

Saison 1 · Épisode 1

mercredi 9 juillet 2025 • Durée 08:57

Welcome to the first episode of Chips Weekly – Origin Stories, a new Thursday series from Chips Weekly by Diana.

Today we’re diving into the story of Fairchild Semiconductor, the revolutionary startup that gave rise to the modern chip industry — and Silicon Valley itself. From the rebellious “Traitorous Eight” to the invention of the planar process and the first commercial ICs, this episode tells the story of how one company changed the world of semiconductors forever.

📌 What you’ll hear:

Why William Shockley’s lab drove 8 brilliant engineers to quit
How Fairchild helped invent the modern startup model
The story behind the planar process and monolithic IC
How Intel, AMD, and hundreds of other companies trace their roots back to Fairchild

Whether you’re a chip designer, a founder, or just curious about tech history, this episode is your front-row seat to the birth of an industry.

🎙 New Origin Stories drops on Thursdays — alongside our weekly chip news every Monday.

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Episode 8: IPO Ambitions, U.S. Fab Shifts & the Rise of AI Infrastructure

Saison 1 · Épisode 8

lundi 7 juillet 2025 • Durée 07:57

In this episode of Chips Weekly by Diana, we dive into three key semiconductor stories shaping the global market:

• China’s Moore Threads and MetaX prepare $1.7B IPOs to challenge Nvidia’s AI lead

• TSMC delays its second Japan fab and shifts focus to U.S. amid geopolitical pressure

• Broadcom rises as a top AI infrastructure play, beyond GPUs

🔍 Industry Spotlight: The growing talent gap in the chip sector—why the race for engineers may define the future of silicon.

💡 Chip of the Week: NVIDIA’s new Hopper H100 NVL, engineered for large-scale AI inference at hyperscale.

#semiconductors #AIchips #NVIDIA #Broadcom #TSMC #chipnews #ChipsWeekly

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Episode 7 Minerals, Memory & Superconductors: The Cutting Edge of Chip Innovation

Saison 1 · Épisode 7

lundi 30 juin 2025 • Durée 07:45

This week on Chips Weekly by Diana, we dive into four headline-making moves in the semiconductor world: a rare-earth minerals deal between the U.S. and China, Micron’s breakout Q3 earnings fueled by HBM demand, AMD’s rising stock driven by AI chip momentum, and a fascinating new startup building superconducting AI chips. Plus, an Industry Spotlight on how materials, memory, and compute systems are reshaping chip strategy from the ground up.

🎙️ Topics covered:

U.S.–China rare-earth deal & chip supply chains
Micron’s AI-fueled memory surge
AMD’s expanding role in AI compute
Snowcap Compute and superconducting chip innovation
Industry Spotlight: Why materials and systems now define strategic advantage

🔔 Subscribe for weekly insight and strategy on the global semiconductor race.

🌐 Follow DianaOnChips on X for daily updates.

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Episode 6 Waiver Wars, $60B Fabs & Intel Gaudi 3’s Quiet AI Revolution

Saison 1 · Épisode 6

lundi 23 juin 2025 • Durée 08:31

In this episode of Chips Weekly by Diana, we dive into escalating U.S. export controls on semiconductor equipment in China, Texas Instruments’ massive $60B fab expansion, and Applied Materials’ $2B R&D move into India. We also break down Micron’s $200B strategy to reshape U.S. memory manufacturing—and wrap up with our Chip of the Week: Intel’s Gaudi 3 AI accelerator, a serious contender in the AI compute race.

🎧 Highlights:

U.S. plans to revoke chip equipment export waivers
Texas Instruments’ investment in legacy node leadership
Applied Materials goes deep in India
Strategic view on Micron’s $200B DRAM/HBM roadmap
Chip of the Week: Intel Gaudi 3

Subscribe, listen, and stay ahead of the silicon curve.

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Episode 5 Chip Diplomacy, Design Delays & AMD’s MI325X Breakthrough

Saison 1 · Épisode 5

lundi 16 juin 2025 • Durée 08:00

In this week’s episode of Chips Weekly by Diana, we break down three key developments in the semiconductor world:

Nvidia cuts China from its revenue forecast and reveals plans for a U.S.-compliant Blackwell chip.
Arm’s CEO warns that export restrictions could stall global innovation.
China delays Synopsys–Ansys merger approval, and Huawei hits a ceiling on AI chip output.

Plus, we unpack GlobalFoundries’ $16B CHIPS Act–backed U.S. expansion and spotlight AMD’s MI325X as our Chip of the Week—its boldest AI move yet.

Follow for strategic chip updates every Tuesday.

🎧 Subscribe, rate, and share if you enjoy the episode!

🗓️ New episodes every Tuesday

🎧 Available on Spotify, Apple, Buzzsprout, and YouTube

🔗 Follow Diana on X https://x.com/DianaOnChips

📢 Don’t forget to like, subscribe, and drop a comment!

https://buymeacoffee.com/chipsweekly

Tags (keywords):

#semiconductors #Nvidia #AMD #AIchips #ChipsWeekly #GlobalFoundries #Arm #CHIPSAct #technews #chipindustry #computex2025 #MI325X #GPUs #AIhardware #ChinaTech #EDA #chipdesign #supplychain #buzzsproutpodcast

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Episode 4 Top 5 Semiconductor Books – A Special Edition of Chips Weekly

Saison 1 · Épisode 4

lundi 9 juin 2025 • Durée 07:51

In this special edition of Chips Weekly by Diana, we’re pressing pause on the week’s chip news and spotlighting something deeper: the books that have helped shape our understanding of semiconductors — from the fab floor to the global stage.

Whether you’re designing at the device level, tracking geopolitics, or just starting your journey into the chip world, these five titles offer clarity, context, and insight.

📚 Top 5 Semiconductor Books Featured in This Episode:

Semiconductor Device Fundamentals – Robert F. Pierret
Chip War – Chris Miller
Introduction to Semiconductor Manufacturing Technology – Hong Xiao
CMOS VLSI Design – Neil Weste & David Harris
The Chip: How Two Americans Invented the Microchip and Launched a Revolution – T.R. Reid

🔗 Got a favorite chip book? Send it in — it might make a future list.

https://x.com/DianaOnChips

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Episode 3 Silicon Shifts: Nvidia’s Tightrope, Samsung’s Glass Move, TSMC Goes to Europe

Saison 1 · Épisode 3

lundi 2 juin 2025 • Durée 08:16

In Episode 3 of Chips Weekly by Diana, we explore pivotal shifts in the semiconductor landscape:

Nvidia’s Record Earnings Amidst Geopolitical Tensions: Despite a 69% year-over-year revenue increase, Nvidia faces challenges due to U.S. export restrictions impacting its China operations.
Samsung’s Innovative Leap to Glass Interposers: Samsung plans to replace silicon with glass in AI chip manufacturing by 2028, aiming for enhanced performance and efficiency.
TSMC’s Strategic Expansion into Europe: TSMC announces the opening of a new chip design center in Munich, Germany, strengthening its presence in the European semiconductor market.

Industry Insight: India’s Karnataka state approves significant semiconductor investments, positioning the region as a burgeoning hub for chip manufacturing.

Chip of the Week: Navitas Semiconductor’s GaN technology powers Nvidia’s next-gen Rubin AI platform, marking a significant advancement in data center efficiency.

Stay ahead in the semiconductor world with these insights.

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Episode 2 May 2025 Chip Wars, AI Fabs & Samsung’s Big Bet

Saison 1 · Épisode 2

lundi 26 mai 2025 • Durée 09:58

In this episode of Chips Weekly by Diana, we cover the latest chip industry moves shaking up the global stage:

New U.S. export rules target China’s AI hardware ambitions
Samsung pours over $40B into AI-optimized foundries
Arm’s quiet rise as the control layer of AI infrastructure

Plus: why AI startups are locking in foundries early, and our Chip of the Week — MRAM is finally going mainstream.

🎧 Listen in for expert insights, global context, and the silicon that’s shaping our future.

#ChipsWeekly #Semiconductors #AIChips #MRAM #TechPodcast

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Episode 9: Winners, Strugglers & a Silicon Shakeup

Saison 1 · Épisode 9

lundi 14 juillet 2025 • Durée 09:44

On this week’s Chips Weekly:

Samsung struggles: 56% Q2 profit drop
TSMC soars: AI demand drives 38.6% revenue growth
Intel’s wake-up call: CEO admits they’re no longer a top 10 chipmaker
$60B+ fab boom in our Industry Spotlight
Chip of the Week: AMD Instinct MI350

Tune in for the latest on the companies and chips powering our digital world.

📍 Subscribe for weekly semiconductor insights

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