Origin Stories Ep.1 — Fairchild Semiconductor: The Birth of Silicon Valley
Welcome to the first episode of Chips Weekly – Origin Stories, a new Thursday series from Chips Weekly by Diana.Today we’re diving into the story of Fairchild Semiconductor, the revolutionary startup that gave rise to the modern chip industry — and Silicon Valley itself. From the rebellious “Traitorous Eight” to the invention of the planar process and the first commercial ICs, this episode tells the story of how one company changed the world of semiconductors forever.📌 What you’ll hear:Why William Shockley’s lab drove 8 brilliant engineers to quitHow Fairchild helped invent the modern startup modelThe story behind the planar process and monolithic ICHow Intel, AMD, and hundreds of other companies trace their roots back to FairchildWhether you’re a chip designer, a founder, or just curious about tech history, this episode is your front-row seat to the birth of an industry.🎙 New Origin Stories drops on Thursdays — alongside our weekly chip news every Monday.Support the showhttps://x.com/DianaOnChips
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Episode 8: IPO Ambitions, U.S. Fab Shifts & the Rise of AI Infrastructure
In this episode of Chips Weekly by Diana, we dive into three key semiconductor stories shaping the global market:• China’s Moore Threads and MetaX prepare $1.7B IPOs to challenge Nvidia’s AI lead• TSMC delays its second Japan fab and shifts focus to U.S. amid geopolitical pressure• Broadcom rises as a top AI infrastructure play, beyond GPUs🔍 Industry Spotlight: The growing talent gap in the chip sector—why the race for engineers may define the future of silicon.💡 Chip of the Week: NVIDIA’s new Hopper H100 NVL, engineered for large-scale AI inference at hyperscale.#semiconductors #AIchips #NVIDIA #Broadcom #TSMC #chipnews #ChipsWeeklySupport the showhttps://x.com/DianaOnChips
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Episode 7 Minerals, Memory & Superconductors: The Cutting Edge of Chip Innovation
This week on Chips Weekly by Diana, we dive into four headline-making moves in the semiconductor world: a rare-earth minerals deal between the U.S. and China, Micron’s breakout Q3 earnings fueled by HBM demand, AMD’s rising stock driven by AI chip momentum, and a fascinating new startup building superconducting AI chips. Plus, an Industry Spotlight on how materials, memory, and compute systems are reshaping chip strategy from the ground up.🎙️ Topics covered:U.S.–China rare-earth deal & chip supply chainsMicron’s AI-fueled memory surgeAMD’s expanding role in AI computeSnowcap Compute and superconducting chip innovationIndustry Spotlight: Why materials and systems now define strategic advantage🔔 Subscribe for weekly insight and strategy on the global semiconductor race.🌐 Follow DianaOnChips on X for daily updates.Support the showhttps://x.com/DianaOnChips
In this episode of Chips Weekly by Diana, we dive into escalating U.S. export controls on semiconductor equipment in China, Texas Instruments’ massive $60B fab expansion, and Applied Materials’ $2B R&D move into India. We also break down Micron’s $200B strategy to reshape U.S. memory manufacturing—and wrap up with our Chip of the Week: Intel’s Gaudi 3 AI accelerator, a serious contender in the AI compute race.🎧 Highlights:U.S. plans to revoke chip equipment export waiversTexas Instruments’ investment in legacy node leadershipApplied Materials goes deep in IndiaStrategic view on Micron’s $200B DRAM/HBM roadmapChip of the Week: Intel Gaudi 3Subscribe, listen, and stay ahead of the silicon curve.Support the showhttps://x.com/DianaOnChips
In this week’s episode of Chips Weekly by Diana, we break down three key developments in the semiconductor world:Nvidia cuts China from its revenue forecast and reveals plans for a U.S.-compliant Blackwell chip.Arm’s CEO warns that export restrictions could stall global innovation.China delays Synopsys–Ansys merger approval, and Huawei hits a ceiling on AI chip output.Plus, we unpack GlobalFoundries’ $16B CHIPS Act–backed U.S. expansion and spotlight AMD’s MI325X as our Chip of the Week—its boldest AI move yet.Follow for strategic chip updates every Tuesday.🎧 Subscribe, rate, and share if you enjoy the episode!🗓️ New episodes every Tuesday🎧 Available on Spotify, Apple, Buzzsprout, and YouTube🔗 Follow Diana on X https://x.com/DianaOnChips📢 Don’t forget to like, subscribe, and drop a comment!https://buymeacoffee.com/chipsweeklyTags (keywords):#semiconductors #Nvidia #AMD #AIchips #ChipsWeekly #GlobalFoundries #Arm #CHIPSAct #technews #chipindustry #computex2025 #MI325X #GPUs #AIhardware #ChinaTech #EDA #chipdesign #supplychain #buzzsproutpodcastSupport the showhttps://x.com/DianaOnChips
Every week, host Diana breaks down the most important stories, strategic moves, and emerging technologies shaping the global chip industry. From AI accelerators and advanced packaging to geopolitics and supply chains, we cover everything that’s powering the future of computing.In each weekly episode, you’ll get:🔹 The top 3 semiconductor news stories of the week🔹 A deep-dive into a key industry development or trend🔹 Our signature Chip of the Week spotlight Whether you’re an engineer, executive, investor, or just chip-curious—this podcast keeps you sharp in a fast-moving field.🎧 New episodes every Tuesday. Because the world runs on silicon.https://x.com/DianaOnChips
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