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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

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South Korea lost 211,000 youth jobs to AI while senior employment surged—what it means globally

South Korea's semiconductor boom masks a troubling trend: AI eliminated 211,000 jobs for young workers aged 15-29 over three years, while employment for workers in their fifties increased by 209,000. The shift reveals how AI-driven automation disproportionately replaces entry-level tasks while augmenting roles requiring experience, creating stark generational divides in the labor market.

Policy2 sources

South Korea lost 211,000 youth jobs to AI while senior employment surged—what it means globally

Policy2 sources

Penguin Solutions Posts Record Earnings, Raises Outlook as AI Infrastructure Demand Surges

Penguin Solutions delivered a record third quarter with revenue of $479 million, crushing analyst expectations by nearly $73 million. The AI infrastructure company posted earnings of 84 cents per share versus estimates of 54 cents, driven by memory solutions that more than doubled year-over-year. Management raised full-year revenue growth guidance to 22% from 12%, citing very strong agentic AI-driven customer demand.

Business4 sources

Penguin Solutions Posts Record Earnings, Raises Outlook as AI Infrastructure Demand Surges

Business4 sources

FuriosaAI brings low-power AI chip to Europe as sovereign compute demand grows

South Korean AI chip startup FuriosaAI has deployed its RNGD accelerators at Equinix's Lisbon datacenter, marking its first European expansion. The power-efficient chips offer 512 teraFLOPS while consuming just 180 watts, positioning the startup as a Nvidia alternative for enterprises seeking sovereign AI compute solutions. The company is also developing third-generation accelerators with Broadcom using HBM4 memory.

Technology2 sources

FuriosaAI brings low-power AI chip to Europe as sovereign compute demand grows

Technology2 sources

Chipmakers surge on AI spending hopes as investors look past Middle East tensions

Asian stocks rallied sharply on Friday, led by semiconductor shares rebounding on fresh AI investment announcements. SK Hynix raised $26.5 billion in its U.S. debut while Micron Technology pledged $250 billion through 2035, signaling sustained AI chip demand. Markets largely shrugged off escalating U.S.-Iran tensions despite risks to oil supplies through the Strait of Hormuz.

Business5 sources

Chipmakers surge on AI spending hopes as investors look past Middle East tensions

Business5 sources

NVIDIA Rosa CPU with Rigel Core targets Agentic AI with higher per-core performance

NVIDIA has confirmed key details about its next-generation Rosa CPU featuring the new Rigel core. Built on an Arm v9.2-based design, Rosa delivers higher per-core performance than its Vera predecessor while maintaining the same silicon footprint. The chip includes a larger L2 cache, better instruction delivery, and more efficient memory handling, positioning NVIDIA to compete directly with AMD EPYC Venice and Intel Xeon Diamond Rapids in server CPU markets.

Technology2 sources

NVIDIA Rosa CPU with Rigel Core targets Agentic AI with higher per-core performance

Technology2 sources

US trade deficit surges 42% as AI investment boom drives capital goods imports to record $128B

The US trade deficit expanded sharply to $77.6 billion in May, marking a 42.2% jump as artificial intelligence investments pushed capital goods imports to an unprecedented $128 billion. With businesses spending heavily on AI infrastructure including semiconductors and data centers, trade continues to drag on GDP for the second consecutive quarter.

Business3 sources

US trade deficit surges 42% as AI investment boom drives capital goods imports to record $128B

Business3 sources

DeepSeek plans to make its own AI chips to sidestep US export controls and reduce Nvidia reliance

Chinese AI startup DeepSeek is developing its own AI chip for inference workloads, marking a strategic shift for the company behind globally popular models. The year-long effort aims to reduce dependence on Nvidia and Huawei amid US export controls that have reshaped China's semiconductor landscape. DeepSeek joins OpenAI and other AI leaders in seeking greater control over their hardware stack.

Technology11 sources

DeepSeek plans to make its own AI chips to sidestep US export controls and reduce Nvidia reliance

Technology11 sources

Apple commits $30 billion to Broadcom through 2031 for AI servers and custom chips

Apple has extended its partnership with Broadcom through 2031 in a $30 billion deal, the largest commitment yet under its American Manufacturing Program. The agreement secures custom ASIC chips for AI servers and wireless components, even as Apple works to reduce dependence on external suppliers. Broadcom will produce over 15 billion US-made chips to power Apple Intelligence cloud infrastructure.

Business4 sources

Apple commits $30 billion to Broadcom through 2031 for AI servers and custom chips

Business4 sources

Synopsys abandons chip fab software to chase higher margins in AI design

U.S. chip design giant Synopsys is discontinuing manufacturing control software used by Samsung, SK Hynix, and other global chipmakers to redirect resources toward AI design technologies. The move affects critical factory automation tools and has already resulted in layoffs, signaling a strategic pivot toward higher-margin AI chip design after the company's $35 billion Ansys acquisition.

Business2 sources

Synopsys abandons chip fab software to chase higher margins in AI design

Business2 sources

Lenovo packs 180 TOPS of AI power into palm-sized Yoga AI Mini PC with Panther Lake processor

Lenovo unveils the Yoga AI Mini PC, a compact desktop weighing just 600 grams that delivers 180 TOPS of AI performance through Intel's Core Ultra X7 358H processor. The system features 64GB of memory, handles local AI models with up to 80 billion parameters, and is priced at $2,650 exclusively in China.

Technology2 sources

Lenovo packs 180 TOPS of AI power into palm-sized Yoga AI Mini PC with Panther Lake processor

Technology2 sources

Intel-Backed Syntiant Files IPO to Bring On-Device AI Chips to Public Markets

Syntiant Corp., a maker of ultra-low-power chips for on-device AI, filed for an initial public offering on Nasdaq under ticker SYTN. Founded in 2017, the company has deployed over 100 million AI processors across earbuds, wearables, and automotive applications. Backed by Intel, Microsoft, and Knowles Corp., Syntiant posted $64.5 million in revenue for Q1 fiscal 2026.

Startups3 sources

Intel-Backed Syntiant Files IPO to Bring On-Device AI Chips to Public Markets

Startups3 sources

AMD Ryzen AI Halo brings 128GB unified memory for local AI development at $3,999

AMD launches the Ryzen AI Halo, a compact AI workstation designed for local AI development with 128GB of unified memory. Priced at $3,999, this powerful mini PC runs on the Ryzen AI Max+ 395 processor and directly challenges Nvidia's DGX Spark. The system supports models up to 200 billion parameters and ships with either Windows 11 or Linux with full ROCm software stack pre-installed.

Technology7 sources

AMD Ryzen AI Halo brings 128GB unified memory for local AI development at $3,999

Technology7 sources

Nvidia Kyber AI rack delayed to 2028 as circuit board manufacturing hits roadblock

Nvidia's Kyber rack-scale architecture, designed to house 144 Rubin Ultra chips, has been pushed back more than 12 months to 2028 due to difficulties manufacturing a critical PCB midplane. The delay leaves Nvidia without a proven scaling solution for its most powerful systems, potentially opening the door for AMD and Google to gain ground in the high-end AI chip market.

Technology2 sources

Nvidia Kyber AI rack delayed to 2028 as circuit board manufacturing hits roadblock

Technology2 sources

Japanese Startup Turing Inc Secures AMD Backing to Challenge Nvidia in Self-Driving Race

Turing Inc, a five-year-old Japanese self-driving startup, has secured investment from AMD Ventures and shifted 10% of its AI training to AMD chips. The move aims to reduce costs and diversify supply chains as the company targets consumer cars and robotaxis by 2028, positioning itself as a cost-effective alternative in Japan's autonomous vehicle race.

Technology2 sources

Japanese Startup Turing Inc Secures AMD Backing to Challenge Nvidia in Self-Driving Race

Technology2 sources

South Korea's Lee orders fast-tracking of $576B chip projects as Samsung and SK Hynix pledge mega AI investments

South Korean President Lee Jae Myung has ordered officials to accelerate massive chip and AI investment projects worth over $576 billion, warning that delays could cost the country its competitive edge. Samsung and SK Hynix are committing $522 billion combined to build new semiconductor facilities as intense global competition around AI heats up.

Policy2 sources

South Korea's Lee orders fast-tracking of $576B chip projects as Samsung and SK Hynix pledge mega AI investments

Policy2 sources

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