AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance per watt. SiFive's latest funding round highlights a shift in industry thinking, with RISC-V moving from niche alternative to a credible option for next-gen computing.
China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US, according to a Nikkei Asia analysis, as Washington moves to tighten export controls on advanced chipmaking tools.
Broadcom and Meta have unveiled a sweeping multi-year, multi-generation partnership aimed at scaling Meta's AI infrastructure, signaling a deeper shift toward custom silicon and vertically integrated AI systems. The collaboration centers on Meta's Training and Inference Accelerator (MTIA) chips, with Broadcom providing the underlying technologies and co-design expertise through its XPU platform.
Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry sources said the rising cost of copper-clad laminate (CCL) is accelerating down the supply chain, prompting PCB manufacturers to adjust quotes for customers.
