Explorez tous les épisodes du podcast Chips Weekly by Diana

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.

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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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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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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.

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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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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!

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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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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:

1. Semiconductor Device Fundamentals – Robert F. Pierret
2. Chip War – Chris Miller
3. Introduction to Semiconductor Manufacturing Technology – Hong Xiao
4. CMOS VLSI Design – Neil Weste & David Harris
5. 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.

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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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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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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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📝 Episode Description:

In this week’s episode of Chips Weekly by Diana, we unpack three major headlines from the semiconductor world:

• NVIDIA’s H20 AI chips quietly clear export hurdles and begin shipping to China
• Taiwan’s chip sector faces a new wave of cyber-espionage targeting R&D and IP
• TSMC doubles down in Arizona with a third fab and billions in U.S. funding

Plus: our Industry Spotlight takes a closer look at a looming copper shortage that could disrupt chip packaging and high-performance computing.

And finally, our Chip of the Week goes to Rapidus’ 2nm GAA chip—a major step forward in Japan’s semiconductor comeback.

🎙 New episodes every Tuesday.

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In this episode of Chips Weekly by Diana, we explore how U.S. export licensing chaos is freezing key AI chip shipments, AMD’s push to re-enter the China market, and Samsung’s massive new deal with Tesla. In our Industry Spotlight, we dive into the rising challenge of fab security—from insider threats to cyber-physical risks. And we wrap with an exciting Chip of the Week: Imec’s new microwave photonic chip that could reshape the future of wireless communications.

🧠 Topics Covered:

• U.S. AI chip export backlog
• AMD’s MI308 & China
• Samsung’s $16.5B Tesla contract
• Semiconductor fab security threats
• Chip of the Week: Imec’s microwave photonic chip

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Welcome to Chips Weekly by Diana — your go-to update on semiconductor news and trends.

This week we cover:

• Intel’s potential halt of the 14A node and the impact on foundry competition
• The landmark U.S.–Japan semiconductor trade agreement with over $550B in investment
• Why TSMC is exiting Gallium Nitride and doubling down on advanced packaging

Plus, an Industry Spotlight on startups transforming semiconductor testing with AI and software innovation.

No Chip of the Week this episode — back next week with more highlights.

🔔 Subscribe and hit the bell to stay ahead in chips!

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This week in Chips Weekly by Diana:

• President Trump imposes 100% tariffs on imported semiconductors, with exemptions for U.S. investors.
• Apple commits $100 billion to U.S. manufacturing, partnering with Samsung in Texas.
• Intel’s CEO faces political calls for resignation over alleged China ties.

In our Industry Spotlight, we examine the intense geopolitical pressure now facing semiconductor fabs. And in our Chip of the Week, we spotlight SK Hynix’s record-breaking HBM module—a silent powerhouse for AI infrastructure.

🎧 Stay chip-aware: weekly insights, strategic context, and a global view of semiconductors.

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In Episode 15 of Chips Weekly by Diana, we cover the week—where geopolitics and innovation collided once again.

• The U.S. finalizes 75% tariffs on imported semiconductors.
• Washington takes a 10% stake in Intel, reshaping its future.
• Nvidia halts H20 production in China after regulators raise security concerns.
• Industry Spotlight: the quiet choke point of rare earths and critical materials.
• Chip of the Week: India’s izmoMicro unveils a silicon photonics packaging breakthrough.

🎧 Stay strategic. Stay informed. Stay chip-aware.

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In Episode 14 of Chips Weekly by Diana, we break down the week where trade, geopolitics, and innovation collided.

• Trump threatens 300% semiconductor tariffs, reshaping global supply chains.
• India announces four new fabs and commits to a “Made-in-India” chip by 2025.
• China’s AI darling DeepSeek delays its model launch after Huawei chips fall short.
• Industry Spotlight: The rise of nation-stated chip builds—where governments, not just companies, now drive chip strategy.
• Chip of the Week: Innatera’s Pulsar neuromorphic chip, bringing brain-inspired computing into real-world edge devices.

Stay sharp, stay global, and stay chip-aware.

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In Episode 16 of Chips Weekly by Diana , we track another pivotal week in semiconductors:

• 🇮🇳 India launches an OSAT pilot line and approves ten new chip units, accelerating its semiconductor ecosystem.
• 🇺🇸 The U.S. revokes equipment exemptions for SK Hynix, Samsung, and Intel in China, deepening industry decoupling.
• 🇨🇳 China sets plans to triple AI chip output by 2026, intensifying its race with Nvidia.
• 🌍 Industry Spotlight: global chip sales surge toward $701 billion in 2025.
• 💡 Chip of the Week: Malaysia’s MARS1000 edge AI processor—and starting now, Chip of the Week goes visual on YouTube and Shorts.

🎧 Listen now and join the conversation: semiconductors, AI, geopolitics, and the future of chips.

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In Episode 18 of Chips Weekly by Diana, we break down a pivotal week in semiconductors:

• 📱 Arm unveils Lumex, its first AI-native mobile chip architecture for on-device intelligence.
• 🇰🇷 Samsung expands EUV lithography capacity in South Korea to challenge TSMC at advanced nodes.
• 💡 Researchers demonstrate an optical AI chip, using light to slash power consumption in AI workloads.
• 🌍 Industry Spotlight: TSMC’s stock breakout and AI demand tailwinds.
• 🇮🇳 Chip of the Week: India’s Vikram-32 microprocessor, a sovereign milestone in design and self-reliance.

#Semiconductors #ChipNews #AIChips #Vikram32 #ArmLumex

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This week on Chips Weekly, Diana sits down with Karl Joseph Weaver — also known as the Smartphone Rainmaker — to unpack the forces shaping the AI chip supply chain and the future of Generative AI smartphones.

Karl brings 20+ years of experience in Greater China and Asia-Pacific ICT, from pioneering mobile payments in China to advising global tech giants on AI chips, semiconductors, and reshoring strategies.

🌏 Topics we cover:

• Why Taiwan (TSMC & ODMs) anchors the global AI chip ecosystem
• Reshoring to India, Mexico & the U.S. under USMCA
• The rise of GenAI smartphones — Apple, Huawei, Samsung & beyond
• What Western companies must know before entering Asia’s supply chain
• Cutting through the hype: AI’s real impact on devices & infrastructure

⚡ A must-listen for anyone tracking semiconductors, AI, or the Pacific Century of tech.

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