Semiconductor NewsFeed

BT Luxe Eyes AI Chip Demand Boost for Lam Research

BT Luxe has been reviewing its products and services, with a focus on complex AI chips that are expected to drive demand for Lam Research's chipmaking tools. The company is also investing in data centers, with Goodman Group raising A$4 billion to tap into the growing AI market. Meanwhile, Telstra's profit has jumped, and it announced an A$750 million share buyback. Microsoft has developed an AI model for videogames and unveiled a quantum computing chip for future data centers. Apple has added a lower-priced iPhone 16e to its line-up, while Siemens is set to raise 1.4 billion euros in a stake sale of Healthineers. Google has also developed an AI co-scientist to aid researchers.

https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/complex-ai-chips-will-drive-demand-lam-research-chipmaking-tools-ceo-says

TCS Teams Up with Salesforce on AI Partnership

Tata Consultancy Services (TCS) has partnered with Salesforce to ride the AI boom, which is expected to benefit semiconductor chip suppliers by providing them with access to advanced technologies and expertise. The partnership aims to leverage AI and cloud computing to enhance customer experiences and drive business growth for TCS clients in the semiconductor industry.

https://www.livemint.com/companies/news/tcs-partners-with-salesforce-to-tap-on-ai-boom-how-will-it-benefit-semiconductor-chip-suppliers-11740070244877.html

India's AI Task Force Unveils Compute Facilities Plan

The Indian government's AI Task Force, established by the Union Ministry of Commerce and Industry in August 2017, aims to integrate AI into India's systems and create employment opportunities across sectors. The task force guides AI policy development with a focus on accessibility for all. India is expected to develop its own GPUs within 3-5 years, building upon available chipsets. To support this, the government plans to roll out 18,000 high-end GPU-based compute facilities, offering researchers and companies access to high-end GPUs for ₹150 per hour and lower-end GPUs for ₹115.85 per hour.

https://www.forbesindia.com/article/explainers/top-ai-companies-india/95344/1