Kif Leswing / CNBC:
Apple, AMD, and Nvidia have all indicated plans to buy chips from TSMC’s planned Arizona fabs — – Apple CEO Tim Cook spoke at an event in Arizona on Tuesday, ahead of remarks expected by President Joe Biden later in the day, where Cook confirmed Apple will buy chips built in the U.S.
Max A. Cherney / Protocol:
Nvidia and AMD say the US imposed export restrictions on chips used for AI applications to Russia and China, affecting chips like Nvidia’s A100 and AMD’s MI200 — The U.S. has begun to impose fresh restrictions on exports of advanced chips necessary for AI-related applications to Russia and China …
Kif Leswing / CNBC:
Nvidia says the US agreed to let it continue developing its H100 enterprise AI chip in China; Nvidia stock is down 11%+ after warning about export restrictions — – Nvidia said on Thursday that the U.S. Government told the company it can continue to develop its H100 artificial intelligence chip in China.
Juli Clover / MacRumors:
Elon Musk says he met with Tim Cook at Apple’s HQ on Wednesday, and that Cook was clear that Apple “never considered” removing Twitter from the App Store — Twitter CEO Elon Musk today met with Apple CEO Tim Cook at the Apple Park campus in Cupertino, California, according to a tweet shared by Musk this afternoon.
Kif Leswing / CNBC:
Nvidia reports Q3 revenue down 17% YoY to $5.93B, vs. $5.77B est., including Data Center revenue up 31% YoY to $3.83B and Gaming revenue down 51% YoY to $1.57B — – Nvidia reported fiscal third-quarter results on Wednesday for the period ending in October with sales beating analyst expectations but earnings per share coming in light.
Katie Tarasov / CNBC:
An interview with AMD CEO Lisa Su on AMD’s success at catching up to Intel, huge bets on custom chips, the PC slump, export restrictions to China, and more — WATCH NOW — How AMD became a chip giant and finally caught Intel — Advanced Micro Devices made history this year …
Bloomberg:
Sources: TSMC will make advanced 4nm chips when its ~$12B Arizona plant opens in 2024, an upgrade to prior 5nm claims, at the urging of Apple, AMD, and others — Taiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024 …
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