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Semiconductor Business
In September 2025 Nvidia agreed to buy $5 billion of Intel common stock and to co-develop several generations of data centre and PC products with it. Intel will build custom x86 CPUs for Nvidia's AI platforms and x86 PC chips that integrate Nvidia RTX GPU chiplets, linked over Nvidia's NVLink. The deal gives Intel capital and a marquee partner, gives Nvidia a way into the x86 world it does not control, and puts pressure on AMD and on A…
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Murugavel Ganesan
September 22, 2025
TSMC
TSMC is leaving the gallium nitride (GaN) wafer foundry business and will stop GaN production by 31 July 2027, according to reports in early July 2025 that the company confirmed. GaN was a small, low-margin line for TSMC under heavy price pressure from Chinese foundries, and the company is putting the capacity and people towards advanced packaging and leading-edge nodes, where AI demand is strongest. This is a dated news post from 6 July 2025; a…
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Murugavel Ganesan
July 06, 2025
News
Tesla started its robotaxi service in Austin, Texas, on 22 June 2025 with a small, invite-only fleet of Model Y cars running its Full Self-Driving (FSD) software, with no one in the driver's seat but a Tesla safety monitor in the front passenger seat. Rides cost a flat $4.20. It was a limited pilot, not a driverless service at scale, but it marked Tesla's move from selling driver assistance to operating an autonomous ride-hailing service…
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Murugavel Ganesan
June 23, 2025
Samsung
In June 2025 Bloomberg reported that Samsung was close to a wide-ranging deal with Perplexity AI: an investment in the start-up plus integration of Perplexity's AI search into Samsung phones, its web browser and possibly the Bixby assistant. At the time the deal was not finalised and neither company had confirmed it. This post records what was reported then, why it mattered, and (in a dated update) what Samsung later confirmed for the Galaxy…
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Murugavel Ganesan
June 18, 2025
SerDes
The OpenGMSL Association is a non-profit industry group, announced in early June 2025, that is turning GMSL, Analog Devices' automotive serializer/deserializer (SerDes) link for cameras and displays, into an open, interoperable standard. Founding backers include Analog Devices, Aptiv, DENSO, Geely, GlobalFoundries, Hyundai Mobis and Qualcomm. The aim is to let any chip maker build GMSL-compatible parts, with compliance testing to make sure p…
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Murugavel Ganesan
June 04, 2025
Technology
As of April 2025, Tesla was reported to be talking to three Indian semiconductor ventures, Tata Electronics, Micron's assembly and test plant in Gujarat and CG Semi, about sourcing chips for its global operations. The aim is to reduce its dependence on China and Taiwan for mature-node chips used in battery management, vehicle control and infotainment. For India, a customer of Tesla's scale would be a strong signal that its new fabs and a…
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Murugavel Ganesan
April 23, 2025
Technology
News from April 2025. Infineon agreed to buy Marvell's Automotive Ethernet business for $2.5 billion in cash, a significant milestone for automotive and semiconductor technology. The deal adds Marvell's Brightlane Ethernet PHYs, switches and bridges to Infineon's automotive microcontrollers and power devices. With the industry moving towards software-defined vehicles and far more data inside the car, the move positions Infineon to …
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Murugavel Ganesan
April 08, 2025
News
NVIDIA's shares fell about 17% on 27 January 2025 because DeepSeek, a Chinese AI lab, showed that a frontier-class reasoning model could be built with far less GPU compute than investors had assumed. If top models need fewer chips, the reasoning went, demand for NVIDIA's most expensive accelerators might grow more slowly. This post was written on 28 January 2025, the day after that sell-off, and is kept as a dated commentary, with a shor…
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Murugavel Ganesan
January 28, 2025
News
Automotive chiplets are small, separately made dies that are packaged together to act as one vehicle computer, so a carmaker can scale from basic driver assistance to high-end autonomy by changing the mix of dies rather than designing a new monolithic chip each time. The hard part is making chiplets from different suppliers work together and meet automotive safety and reliability rules. In October 2024 the Belgian research centre imec launched i…
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Murugavel Ganesan
October 25, 2024
Semiconductor Business
News, 24 September 2024, with an update added in November 2026. SiliconAuto, the automotive chip joint venture of Stellantis and Foxconn (Hon Hai Technology Group), opened its India Design Center on Bangalore's Outer Ring Road on 23 September 2024. The centre is its first semiconductor research and development site in India and works on chip and SoC design for electric vehicles (EVs), autonomous driving and connected cars. SiliconAuto was …
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Murugavel Ganesan
September 24, 2024
