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