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Episode 5 Chip Diplomacy, Design Delays & AMD’s MI325X Breakthrough

Author
Diana
Published
Mon 16 Jun 2025
Episode Link
None

In this week’s episode of Chips Weekly by Diana, we break down three key developments in the semiconductor world:


  • Nvidia cuts China from its revenue forecast and reveals plans for a U.S.-compliant Blackwell chip.
  • Arm’s CEO warns that export restrictions could stall global innovation.
  • China delays Synopsys–Ansys merger approval, and Huawei hits a ceiling on AI chip output.



Plus, we unpack GlobalFoundries’ $16B CHIPS Act–backed U.S. expansion and spotlight AMD’s MI325X as our Chip of the Week—its boldest AI move yet.


Follow for strategic chip updates every Tuesday.

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Tags (keywords):

#semiconductors #Nvidia #AMD #AIchips #ChipsWeekly #GlobalFoundries #Arm #CHIPSAct #technews #chipindustry #computex2025 #MI325X #GPUs #AIhardware #ChinaTech #EDA #chipdesign #supplychain #buzzsproutpodcast

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