Good morning! It’s Monday, February twelfth, two thousand twenty-five. Welcome to another episode of AI Tech News Today, where we keep you updated with the hottest happenings in the world of artificial intelligence. 

OpenAI moves to develop its own AI chips by twenty twenty-six. OpenAI is set to launch its first custom AI chip, aiming for mass production by twenty twenty-six through collaboration with Taiwan Semiconductor Manufacturing Company. A team of forty engineers, led by Richard Ho, a chip expert from Google, is focused on creating a design for both training and inference. However, critics are questioning whether OpenAI can compete with Google's and Amazon's much larger chip efforts.

Musk's ninety-seven billion dollar bid is M&A trolling that could derail OpenAI's fundraising. A consortium led by Elon Musk has made an unsolicited bid of ninety-seven point four billion dollars to acquire the nonprofit organization overseeing OpenAI, the company behind ChatGPT. This hefty offer complicates OpenAI's plans to transition into a for-profit structure and raises ethical questions about compensation and nonprofit status. OpenAI's CEO, Sam Altman, has publicly dismissed the offer, asserting their mission is to build AI for humanity and that OpenAI is not for sale.

US and UK refuse to sign the Paris AI Action Summit statement. At an AI summit in Paris, sixty-one countries signed a declaration advocating for an open, inclusive, and ethical approach to artificial intelligence. However, the United States and the United Kingdom abstained, citing concerns about ideological biases and the risk of AI being used for authoritarian purposes. This puts the US's commitment to AI leadership at the forefront, as the administration distances itself from international governance frameworks.

Four new AI tools make a splash. From chat-based AI agents to innovative workspace solutions, several new tools offer exciting ways for users to manage tasks and enhance productivity. These tools promise to streamline workflows, making it easier for teams to communicate and collaborate effectively, with a focus on integrating artificial intelligence into everyday tasks.

In closing, it’s an exciting time for AI development, and these stories just scratch the surface. Make sure to stay informed as this technology continues to evolve rapidly. We’ll bring you the latest news, so you won’t miss a beat! Until next time, keep exploring the fascinating world of artificial intelligence!

OpenAI Plans Custom AI Chip Production by 2026 Amid Controversial $97 Billion Bid from Musk

This is an audio track from a video, intended solely for the purpose of learning English.

Source: Newsthink. (2022, August 10). Why the U.S. and China are So Interested in Taiwan [Video]. YouTube. https://www.youtube.com/watch?v=tMXIPOiSkbI

TH2.1 | Why the U.S. and China are so interested in Taiwan

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Este podcast desvela la compleja estructura de la industria de semiconductores, pilar de la tecnología moderna, con ventas proyectadas de $697 mil millones en 2025. Exploraremos los cuatro modelos de negocio clave: IDM (como Samsung e Intel), Fabless (NVIDIA, Qualcomm), Foundry (TSMC, Samsung Foundry) y OSAT (ASE, Amkor). Analizaremos cómo su interdependencia impulsa innovaciones en Inteligencia Artificial (IA), automoción y 5G, mientras la geopolítica y la cadena de suministro obligan a una mayor regionalización y resiliencia.

El Ecosistema del Chip: IDM, Fabless, Foundries y OSAT en la Era de la IA

En este episodio, desglosaremos los servicios de Oblea Multiproyecto (MPW), una estrategia revolucionaria en la industria de semiconductores que permite a múltiples diseños de Circuitos Integrados (ICs) compartir espacio en una única oblea de silicio, distribuyendo así los costos de fabricación de máscaras y obleas. Descubre cómo los MPW han democratizado el acceso a la tecnología de vanguardia, permitiendo a startups, universidades e investigadores prototipar y validar sus diseños de chips a una fracción del costo (reducción del 80-90% en comparación con obleas dedicadas) y en tiempos significativamente más cortos (generalmente 2 a 8 meses para una corrida MPW, frente a 2-4 años para el desarrollo total de un ASIC). Exploraremos el dominio de TSMC en este mercado y el papel de otros actores clave como GlobalFoundries, Intel Foundry, Tower Semiconductor, y brokers como MOSIS y EUROPRACTICE. Analizaremos cómo los MPW impulsan la innovación en nodos avanzados (28nm y menores) para aplicaciones en IA, IoT, 5G, MEMS y fotónica integrada, mitigando riesgos y acelerando el tiempo de comercialización.

"MPW: La Clave para Democratizar la Innovación en Chips"

Fresh out of the studio, Patrick McGee, San Francisco correspondent for the Financial Times and author of "Apple in China: The Capture of the World's Greatest Company" joined us in a conversation to unravel the extraordinary story of how the world's most valuable company became inextricably entangled with China. Patrick shared the backstory behind Apple's century-defining Faustian bargain and progressed through how he uncovered the untold story of Asia's contract manufacturing history through Apple's supply chain point of view. He unpacks the famous "Apple Squeeze" philosophy of paying suppliers minimally while providing invaluable training, and shares fascinating stories from characters like the ruthless negotiator Tony Blevins to the tragic figure of Jackie Haynes. Throughout the conversation, Patrick demonstrates how Apple inadvertently created China's contract manufacturing capabilities and explains why the company's current attempts to diversify to India face insurmountable cultural and political barriers. Last but not least, he argues that Apple's very success in China has become its greatest vulnerability, trapped in a relationship where going too fast risks Beijing's ire, while going too slow means remaining stuck in an increasingly untenable position.

"I quote a study that looked at  84 countries in terms of internal migration and India was dead last. That's not a knock against the culture. It's just not part of the culture that young women in particular leave home at 17, go to the other side of the country and work in a factory. You don't have that. So what's the phrase: Culture eats strategy for breakfast.  Apple might have a plan, but  like good luck upending 5,000 years of Indian culture to make it happen." - Patrick McGee, author of "Apple in China"

Episode Highlights
[00:03] Quote of the Day by Patrick McGee
[01:00] Introduction: Patrick McGee, author of "Apple in China"
[03:12] Lessons from Patrick's Career Journey
[05:13] March 15, 2013: Xi Jinping's political awakening - Apple's first "oh shit moment" in China, just 12 hours after his inauguration
[10:25] Apple's manufacturing DNA - why they control supply chains differently than other tech companies
[12:09] The secret pyramid: ID → PD → MD - how Apple's industrial design gets translated into manufacturing reality
[16:11] Terry Gou's legendary call: "I can fix this" - the moment Foxconn became Apple's key manufacturing partner
[19:38] OEM vs ODM strategy: Why Terry Gou chose to never compete with clients, focusing on vertical integration instead
[25:00] Tony Blevins' ruthless negotiations: "We don't have time for you to read the contract. You just need to sign it now"
[26:45] The "Apple Squeeze" revealed: "We won't pay you much, but the experience will be invaluable"
[28:27] Staggering impact: Apple trained 28 million people - greater than California's labor force, 6x Singapore's population
[34:03] The Gang of Eight: Apple's first senior team living in China to navigate political pressures
[41:45] Chinese dominance: Huawei, Xiaomi, and others now control 55% of global smartphone market share
[48:08] Apple's double whammy: Supply Chain locked in China and TSMC
[52:37] Apple's impossible balancing act in India: "Go too fast, risk Beijing's ire. Go too slow, remain stuck"
[53:11] Jackie Haynes tragedy: Apple's failed attempt to improve worker conditions caught between operational demands and Xi Jinping's crackdown
[57:09] Closing

Profile: Patrick McGee, Author of "Apple in China": https://appleinchina.com and San Francisco correspondent for Financial Times
LinkedIn: https://www.linkedin.com/in/prmcgee/

Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast.

How Apple Accidentally Built China's Tech Superpower and Can't Escape with Patrick McGee

TSMC (Taiwan Semiconductor Manufacturing Company) se ha consolidado como el pilar indispensable de la tecnología moderna, redefiniendo la industria de semiconductores con su innovador modelo de fundición "pure-play". Al dedicarse exclusivamente a la fabricación y nunca competir con sus clientes, TSMC democratizó la industria, permitiendo el florecimiento de gigantes "fabless" como Apple y Nvidia. Su liderazgo tecnológico implacable, demostrado por su progresión desde micrones a la dominación de los nodos de nanómetros más avanzados (7nm, 5nm, 3nm) y la transición a tecnologías como FinFET y EUV, le ha otorgado una cuota de mercado inexpugnable en la vanguardia. En el epicentro de la geopolítica global, TSMC actúa como el "Escudo de Silicio" de Taiwán, indispensable para la economía mundial y la carrera de la IA, aunque su expansión global (EE.UU., Japón, Alemania) se enfrenta a complejidades económicas y operativas, mientras mira hacia el futuro con innovaciones en empaquetado avanzado (CoWoS, SoIC) y transistores angstrom (N2, A16) para seguir impulsando el progreso más allá de la Ley de Moore clásica.

TSMC: El Arquitecto Invisible de Nuestro Mundo Digital

Die KI-Entwicklung schreitet unaufhaltsam voran. LLMs wie #ChatGPT (OpenAI), #Grok (xAI), #Gemini (Google) und #META AI verbreiten sich schnell und werden immer besser. Dieses Video blickt auf AI-Aktien - aber ein wenig anders als sonst übliche.
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Hohe Gewinne mit KI-Aktien - KI-Zock mit NVIDIA & Co.

Výsledková sezóna se rozjela a bude nás zásobovat množstvím informací. Shutdown v zámoří pokračuje, ale i přesto má vyjít inflační report odložený z minulého týdne. USA s Čínou se snaží zabránit návratu masivních cel a mezitím si trhy občas všimnou pokračujících francouzských problémů s rozpočtem.

Týdenní výhled: Inflace, bankovní nervozita a výsledky Tesly i Netflixu

This special midweek bonus episode of the pod features a conversation with special guest Marc Hijink. Marc is the author of Focus – The ASML Way, which charts the evolution of the Dutch company to its current position as the sole supplier of EUV lithography tools to the global semiconductor manufacturing industry. They start by discussing the book and the profound significance of ASML to the chip sector, before eventually moving on to explore its consequent position at the centre of the tech cold war between the US and China.

ASML, chips and geopolitics

The Analyse Podcast, formerly Analyse Asia, is a weekly show that dissects the pulse of business, technology, and media across the world. Hosted by Bernard Leong, it features in-depth conversations with leading journalists, senior executives, visionary authors, entrepreneurs, and thought leaders who shape industries and ideas. Each episode dives into the most important trends and stories redefining how the world builds, scales, and innovates — from Asia to the globe.

Inspirace pro Vaše investice. Podcasty retailové jedničky mezi brokery Patria Finance, jejíž součástí je respektovaný ekonomický a investiční portál Patria.cz. Zaposlouchejte se do investičních tipů, tržních výhledů, investičního vzdělávání a osvěty nebo rozhovorů se zajímavými osobnosti světa investování i byznysu.

Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.

Sie finden hier die Audio-Tracks meines UnterBlogs auf YouTube, die sich für einen PodCast eignen. Ein größerer Teil der Vids (Outdoor + viele Diagramme) ist nur über https://YouTube.com/UnterBlog verfügbar.

Italian based imprint Moan Recordings, was born at the end of 2011 from the idea of two friends Clausen and Kaschant. Moan is focused on House and Tech House, with Funky, Minimal, and Techno influences. It's tasteful music made for maximum enjoyment on the dancefloor by some of the most interesting artists of the underground scene. Charted and played by the most respectful djs such as Loco Dice, Ricardo Villalobos, Marco Carola, Matthias Tanzmann just to name few. All the projects brings different artists together to get a creative music style, a new musical concept, inspiration, emotions, feelings and high quality dance tunes, in one word : MOAN.

CONTACT : info@moanrec.com
MANAGER: alex@moanrec.com
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DEMOS : demo4moan@live.com

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And thanks for your interest & support.
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New tracks tagged #tsmc