Bloomberg: SK Hynix’s stock surged 67% in 2023 due to its Nvidia deal, while Samsung’s stock is up 24%, on track to underperform SK Hynix by the most in nearly a decade  —  – SK Hynix has jumped 67% this year on HBM chip; Samsung up 24%  — Samsung needs big client like Nvidia, good yields to catch up Lees verder op Tech Meme

Reuters: Sources: Nvidia has begun designing Arm-based CPUs for Windows PCs, and AMD also plans to build Arm-based chips; source: Nvidia and AMD could sell them by 2025  —  Nvidia (NVDA.O) dominates the market for artificial intelligence computing chips.  Now it is coming after Intel’s longtime stronghold of personal computers. Lees verder op Tech Meme

Cagan Koc / Bloomberg: Dutch media reports that a former ASML employee in China accused of stealing data went to work for Huawei in 2022; it’s unclear if they still work for Huawei  —  – ASML accused the former employee of stealing technical data  — US seeks to prevent China from accessing some chip tech Lees verder op Tech Meme

Byron Kaye / Reuters: Microsoft plans to spend ~$3.2B to expand its AI and cloud abilities in Australia over two years to boost compute capacity by 250%, and train 300K Australians  —  Microsoft (MSFT.O) said it will spend A$5 billion ($3.2 billion) expanding its artificial intelligence (AI) … Lees verder op Tech Meme