Mythic raises $125M to fight Nvidia in the AI chip wars
Chip startup Mythic Inc. has secured $125 million in new funding to take on Nvidia in the AI processor market. The round was led by DCVC and included SoftBank, Honda, and Lockheed Martin.
Category: Semiconductors
Chipmakers Are Worried About Tariffs, But AI Is Paying The Bills
The semiconductor industry is caught between government incentives and the threat of tariffs, according to a new survey. While building U.S. fabs is a priority, leaders worry about energy and supply chains. Yet, surging AI demand is boosting revenue and optimism to a 20-year high.
Broadcom Stock Crashes 10% On AI Outlook Jitters
Broadcom’s stock suffered its worst day since January, plummeting 10.5% to around $363.70. This came after CEO Hock Tan outlined a $73 billion AI product backlog, a figure that immediately drew skepticism from top analysts during the earnings call.
SMIC Hits 5nm With DUV, But At What Cost?
Chinese foundry SMIC has achieved volume production of its 5nm-class “N+3” node without using EUV lithography. TechInsights confirmed the node is used for Huawei’s new Kirin 9030 SoC. However, the process faces significant yield challenges due to complex multi-patterning.
Navitas Taps Avnet for Global Power Chip Push
Navitas Semiconductor is taking its partnership with electronics distributor Avnet global. The move consolidates its channel strategy to push GaN and SiC power semiconductors into data centers, renewables, and industrial markets.
The CPO Countdown is On, and Taiwan is in the Driver’s Seat
The massive power demands of AI chips are forcing a fundamental shift in how they’re built. Co-packaged optics (CPO) is emerging as the critical solution, and a trio of Taiwanese tech leaders are positioning themselves to own the ecosystem.
Qualcomm Buys Ventana Micro, Doubling Down on RISC-V
In a strategic push for CPU independence, Qualcomm has acquired RISC-V specialist Ventana Micro Systems. This move directly strengthens Qualcomm’s custom Oryon CPU development and its commitment to the RISC-V ecosystem.
Intel’s 64-Core Xeon Leaks, Trails AMD Threadripper by 27%
A benchmark for Intel’s next-gen Xeon 696X workstation CPU has leaked. The 64-core chip shows a multi-core score 27% behind AMD’s competing Ryzen Threadripper PRO 9985WX. It’s likely an early sample, but the gap is significant.
Infineon’s New SiC MOSFET Packages Aim for More Power, Less Space
Infineon has launched new package options for its CoolSiC MOSFET 750V G2 technology. The new Q-DPAK and D2PAK offerings are designed to boost power density and efficiency in demanding applications like EV chargers and server power supplies.
Nvidia’s new chip tracking software feels like a spy thriller
Nvidia is reportedly developing optional software to track the geographic location of its AI chips, starting with its new Blackwell line. This comes amid unverified reports that China’s DeepSeek AI models were trained on smuggled Blackwell chips. The news follows U.S. approval for Nvidia to sell its