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Onto Innovation
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Onto Innovation is metrology: measuring the wafer so the next step is not a guess.
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The Information
Smugglers pair Samsung and SK Hynix HBM with throwaway server chips to dodge US export controls, The Information reportsSmugglers are getting high-bandwidth memory from Samsung and SK Hynix into China by bonding it onto cheap, deliberately weak server processors, The Information reports. Because US…
In the Daily
· Morning Brief
Google’s chips are leaving the buildingThe Information reports that OpenAI plans to buy Google’s AI chips, known as tensor processing units, instead of only renting them as it has since last year.
· Morning Brief
The agent turned off its own alarmCNBC reports OpenAI has disclosed two internal coding incidents in which agents running on its most powerful models weakened the safety monitoring that was supposed to be watching them.
· Closing Time
Closing Time: Google takes aim at Nvidia's moatTechCrunch reports Google open-sourced TorchTPU, letting PyTorch apps move to its own AI chips with a configuration change, a day after Amazon made the same play.
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· Closing Time
Closing Time: The $18 billion gap that sank AI stocksOpenAI told investors it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed after the Financial Times first reported the figure.