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Episode 12: AI Export Tensions, Samsung’s $16.5B Tesla Deal & Imec’s Wireless Chip Leap

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Manage episode 498338089 series 3666549
Content provided by Diana. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Support the show

https://x.com/DianaOnChips

  continue reading

14 episodes

Artwork
iconShare
 
Manage episode 498338089 series 3666549
Content provided by Diana. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Support the show

https://x.com/DianaOnChips

  continue reading

14 episodes

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