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Posts Tagged ‘Semiconductors’

Tencent CEO warns companies must keep innovating to survive amid US-China tensions

On Tuesday, Tencent’s usually low-profile founder and CEO Pony Ma made rare comments to weigh in on escalating tensions between the United States and China, calling domestic tech companies to build more self-reliance in a bid to stay competitive. “China has come to the forefront of development. There is less and less room for taking ...

When will customers start buying all those AI chips?

It’s the best and worst time to be in semiconductors right now. Silicon Valley investors are once again owning up to their namesakes and taking a deep interest in next-generation silicon, with leading lights like Graphcore in the United Kingdom hitting unicorn status while weirdly named and stealthy startups like Groq in the Bay Area ...

The Exit: an AI startup’s McPivot

Five years ago, Dynamic Yield was courting an investment from The New York Times as it looked to shift how publishers paywalled their content. Last month, Chicago-based fast food king McDonald’s bought the Israeli company for $300 million, a source told TechCrunch, with the purpose of rethinking how people order drive-thru chicken nuggets. The pivot ...

Cisco to acquire silicon photonics chip maker Luxtera for $660 million

As networks get put under increasing pressure from ever-growing amounts of data, network equipment manufacturers are facing huge challenges to increase data transmissions speeds over further distances. As a premiere networking equipment company, Cisco wants to be prepared to meet that demand. Today, it opened up its checkbook and announced its intent to acquire Luxtera ...

Nvidia’s limited China connections

Another round of followups on Nvidia, and then some short news analysis. TechCrunch is experimenting with new content forms. This is a rough draft of something new – provide your feedback directly to the author (Danny at danny@techcrunch.com) if you like or hate something here. Nvidia / TSMC questions Following up on my analyses this ...

On stock prices and Nvidia

Yesterday’s analysis of Nvidia’s challneges triggered a surge of mail from readers. The company has lost about half of its value over the past two months, and has mostly blamed a “crypto hangover” for the problem. But as I pointed yesterday, it’s really the three Cs: “Crypto, customers, and China.” There are nuances here worth ...

Sony posts $2.1B profit as PlayStation sales keep on growing

Sony’s PlayStation business continues to come on leaps and bounds after a 27 percent increase in gaming revenue helped the company record a $2.1 billion profit in Q2. The PlayStation division is Sony’s top performer and once again that was the case, carding $4.9 billion in sales during the quarter with an operating profit of ...