Most Learn – VersaBeam Mini, Micron booming, TSMC fabs ⋆ Electronics Weekly

Contemplating solely the information articles written within the final week, the preferred ones on the location cowl an EBO connector for high-density AI networks, Elon Musk speaking about xAI’s fashions, and Micron having a $54bn income quarter

And there’s additionally Anthropic revealing the largest pre-IPO loss in historical past and TSMC trying to construct six fabs in Texas…

As all the time, let’s take them in reverse order, based on Google Analytics:

5. VersaBeam Mini 16-fiber EBO connector for high-density AI networks
Molex is saying VersaBeam Mini its ultra-compact, 16-fiber Expanded Beam Optical (EBO) connector. The corporate says it solves essential area, thermal and upkeep challenges in high-density AI and hyperscale networks. There are 16 fibers throughout the product’s 3.5 x 9 mm footprint.

4. xAi’s fashions to catch up OpenAI and Anthropic by year-end
Elon Musk expects that, by Christmas, xAI’s fashions will probably be as superior as these from Anthropic and Open AI. “We are going to preserve accelerating,” stated Musk, “our AI efforts are solely 3 years previous, vs 6 and 10 years previous for Anthropic and OpenAI. If our second spinoff stays sturdy, SpaceX will attain pole place in about 6 months.”

3. Micron has $54bn income quarter
Micron had income of $54.23 billion for its fiscal This fall, versus $41.46 billion for the prior quarter and $11.32 billion for a similar interval final yr. Web revenue was $37.70 billion. Working money move was $43.97 billion versus $25.39 billion for the prior quarter and $5.73 billion for a similar interval final yr.

2. Anthropic reveals largest pre-IPO loss in historical past
Anthropic holds the world report for having the largest annual web loss previous an IPO in historical past at $42 billion. The corporate’s IPO prospectus additionally disclosed that two prospects (considered MS and Google) are answerable for 24% of its revenues. Earlier than Anthropic, the largest loss previous an IPO was SpaceX’s $4.9 billion.

1. TSMC trying to construct six fabs in Texas
TSMC is reported to be contemplating an funding in Texas which might be larger than its deliberate $265 billion funding in Arizona. The Texas funding is claimed to be for six fabs. Texas’ ‘Silicon Prairie’ already has TI, Samsung and Terafab amongst quite a few chip vegetation and their suppliers.