Tag: #chips

GAO: Commerce Lags on CHIPS Act R&D, $7.8 Billion in Awards Canceled

GAO audit finds Commerce advancing CHIPS manufacturing but behind on R&D programs, lacking detailed plans after major award cancellations.

#chips, #semiconductors, #gaoreport, #commerce

Amazon says custom chips surpass $25 billion annual run rate as Trainium and Graviton power AWS AI

Amazon reports its custom-silicon business topped a $25B annualized run rate, citing Trainium, Graviton and multi-year AI customer commitments.

$AMZN, #amazon, #aws, #ai, #chips

Commerce Agrees to Fund Up to $225 Million for Bosch Silicon‑Carbide Chip Plant in Roseville

Commerce and Bosch signed a direct funding agreement for up to $225M to expand silicon‑carbide chip production at a Roseville, California plant.

#bosch, #semiconductors, #siliconcarbide, #chips, #roseville

Apple deepens Broadcom tie with multiyear chip pact, $1.5 billion Fort Collins expansion

Apple and Broadcom extend ties through 2031 in deals set to exceed $30B, produce 15 billion U.S.-made chips and fund a $1.5B Fort Collins expansion.

$AAPL, $AVGO, #apple, #broadcom, #chips, #manufacturing, #fortcollins

Amazon Plans $200 Billion in 2026 to Build AI Infrastructure, Satellites and Faster Delivery

In his 2025 shareholder letter, CEO Andy Jassy says Amazon will spend about $200 billion in 2026 on AI data centers, custom chips, satellites and logistics.

#amazon, #ai, #cloud, #chips, #logistics