ASML, the Dutch photolithography specialist, posted record new orders worth 13 billion euros, more than double the previous quarter. The surge reflects strong demand from artificial‑intelligence data‑center builders, underscoring the continued momentum of the AI infrastructure boom. CEO Christophe Fouquet highlighted that customers are increasingly confident about medium‑term AI‑related demand, suggesting that the industry expects sustained growth in chip production for AI workloads. Leer más →

OpenAI has signed significant agreements with AMD and Broadcom to supply AI chips and accelerators for its data‑center deployments. The AMD deal focuses on large‑scale GPU production, while Broadcom will provide custom AI accelerators and Ethernet systems. Both partnerships underline OpenAI's strategy to diversify its silicon supply and reduce reliance on a single vendor. However, the majority of the chips are still expected to be fabricated by Taiwan Semiconductor Manufacturing Company (TSMC), whose capacity constraints and geographic concentration remain a critical bottleneck for the broader AI and semiconductor industries. Leer más →

Malaysian chip designer SkyeChip announced the MARS1000, the nation’s first home‑grown edge AI processor, at an industry event. While the chip is not as powerful as leading Nvidia models, the launch marks a significant step for Malaysia’s growing semiconductor and AI sectors. The country’s recent establishment of a National AI Office underscores its ambition to expand AI adoption, regulatory frameworks, and ethics. Concurrently, rumors of U.S. export restrictions and a new Malaysian trade‑permit rule for U.S. AI chips highlight the evolving policy environment surrounding the technology. Leer más →