Nvidia’s Blackwell Revolution | Europe’s Chip Crisis & GlobalFoundries’ Big Bet | Chips Weekly Ep. 27
Update: 2025-11-05
Description
This week in Chips Weekly by Diana, we dive into the stories shaping the global semiconductor race:
🇩🇪 GlobalFoundries expands its German fab with a €1.1 B investment,
⚙️ Germany faces new rare-earth and material shortages,
and 🇰🇷 Nvidia + Samsung join forces to build South Korea’s AI chip superpower.
In our Industry Spotlight, we explore the growing battle over export controls, chipmaking tools, and materials — and why control of technology inputs is becoming as powerful as the chips themselves.
Finally, we spotlight our Chip of the Week — the Nvidia Blackwell GB200 Superchip — the most advanced AI processor ever built, now powering national-scale AI infrastructure.
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