🎯 Today's Semiconductors Pulse
AMD CEO says AI boom revives focus on CPUs
AMD CEO Lisa Su said the rapid expansion of AI workloads is refocusing attention on central processing units. AMD also announced it will invest more than $10 billion in Taiwan’s ecosystem to accelerate AI infrastructure deployment.
🚀 Top Semiconductors Headlines
Intel Says 14A Is on Track for 2028 Risk Production, 10A and 7A Now in Development
Speaking at J.P. Morgan' 54th annual Global Technology, Media and Communications Conference in Boston, Tan revealed that development of Intel's 14A process node is progressing as planned, with risk production scheduled for 2028 and volume manufacturing expected in 2029. The timeline largely aligns with TSMC's A14 roadmap. Read Entire Article
TechSpot (sitewide)
Infineon Launches EU Flagship Project Moore4Power
[](https://compoundsemiconductor.net/article/124269/Infineon_launches_EU_flagship_project_Moore4Power)
Compound Semiconductor
Imec Says AI Scaling Needs More Orchestration Across Research, Design, Manufacturing
Co-optimization and collaboration were key themes at ITF World 2026, alongside imec’s Neuropixels 3.0 research and imec.ventures’ work with startups. The post Imec Says AI Scaling Needs More Orchestration Across Research, Design, Manufacturing appeared first on EE Times.
EE Times – Designlines/AI & ML
China’s SMIC Clears Final Hurdle for US$6 Billion Takeover of SMNC
Semiconductor Manufacturing International Corporation (SMIC), China’s largest wafer foundry, has cleared the final regulatory hurdle for a share-based acquisition of the remaining 49 per cent stake in its Beijing-based foundry unit, paving the way for what could become the largest merger and restructuring deal on Shanghai’s Star Market. China’s securities regulator approved SMIC’s plan to issue 547.2 million A-shares to five shareholders of Semiconductor Manufacturing North China (Beijing)...
South China Morning Post — M&A (topic)
EC Approves €66m for German SiC Facility
[](https://compoundsemiconductor.net/article/124270/EC_approves_€66m_for_German_SiC_facility)
Compound Semiconductor
💬 Top Semiconductors Social Posts
Thread by @Chetanarvindpatil
#Technology #Thread #Semiconductor #Manufacturing #LLM The Semiconductor LayoutCopilot: 1/ - Imagine Designing Analog Circuits With Less Hassle And Faster Workflows. - That Is What LayoutCopilot, An LLM-Powered Framework, Is All About. - It Bridges The Gap Between Human Design Intentions And Machine Execution, Transforming How We Handle Interactive Analog Layout Designs. - Image Credit: https://arxiv.org/abs/2406.18873
Anthropic Mulls Renting Microsoft AI Chips
Anthropic is reportedly in early talks to rent Microsoft’s custom AI chips, as the Claude maker looks to expand its computing capacity to keep pace with rivals and growing demand. *The Information* reported winning Anthropic as a customer will mark a major win for Microsoft, but noted the talks are in an early stage and may not lead to a deal. *Bloomberg* stated Microsoft’s Maia AI accelerator chips would give Anthropic another option for running its Claude models beyond its existing infrastructure partnerships. Rivals [Google](https://www.mobileworldlive.com/google/google-secures-5b-chip-backing-from-blackstone/) and [Amazon](https://www.mobileworldlive.com/big-tech/meta-inks-aws-chip-deal-to-bolster-ai-effort/) are also designing their own chips as all three hyperscalers look to reduce their reliance on Nvidia. The potential arrangement will deepen an already substantial relationship between the two companies. In November 2025, Anthropic committed to spending $30 billion for compute capacity from Microsoft Azure cloud. Also last year, Microsoft and Nvidia together agreed to invest [$15 billion](https://www.mobileworldlive.com/big-tech/anthropic-wraps-30b-funding-round/) in the AI startup. Microsoft has also made Anthropic’s models available to its [enterprise customers](https://www.mobileworldlive.com/north-america/microsoft-teams-with-anthropic-to-improve-copilot/). **Profitability** Separately, the *Financial Times* (*FT*) reported Anthropic is set to post its first profitable quarter, with revenue for Q2 2026 projected at $10.9 billion, more than double the $4.8 billion it recorded in the first three months of the year. The AI startup has told investors the period will yield an operating profit of $559 million, a milestone which puts it ahead of rivals OpenAI and Elon Musk’s xAI in a race toward financial sustainability. The news site noted the financial result comes as Anthropic nears the close of a $30 billion funding round valuing it at $900 billion, and as all three AI companies plan to go public. The post [Anthropic mulls renting Microsoft AI chips](https://www.mobileworldlive.com/microsoft/anthropic-mulls-renting-microsoft-ai-chips/) appeared first on [Mobile World Live](https://www.mobileworldlive.com).