Articles by Anton Shilov, Contributing Writer

Anton Shilov has been in the PC industry since 1990s playing games, building PCs, and writing stories about pretty much everything that relates to PCs, Macs, smartphones, tablets, and even fab equipment. Over his career, he has worked at a variety of high-ranking websites, including AnandTech, EE Times, TechRadar, X-bit labs, and now Tom's Hardware. When Anton is not reading or writing about something high-tech, he is probably watching a good movie, playing a video game, or spending time with his family.

Articles by: Anton Shilov

Intel's headquarters in Santa Clara, Calif.

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

By Anton Shilov published 23 January 26

Premium Financial injections helped Intel in 2025, but what about supply constraints in 2026?

Congress wants veto power over Trump administration for AI chip exports — new proposed AI Overwatch Act would shift ultimate control of high-performance chip exports

By Anton Shilov published 22 January 26

Ban shipments of H200 and MI325X to China, say U.S. lawmakers.

Nvidia GTC Spring 2023 keynote with Jensen Huang

Nvidia CEO expects AI to create more jobs for construction workers, electricians, plumbers, and many others

By Anton Shilov published 22 January 26

But human-AI collaboration will likely lift certain industries to new levels.

Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

By Anton Shilov published 21 January 26

Not enough cooling, apparently.

Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly

By Anton Shilov published 21 January 26

Premium The Chinese semiconductor industry is working to localize production of HBM3 memory, in addition to the tools required for HBM assembly. However, the exact progress of these projects is unknown.

Nvidia CEO Jensen Huang to visit China as company prepares to start H200 shipments to the country — plans to meet with state officials unclear despite Beijing curbs on the chip

By Anton Shilov published 21 January 26

Will he meet with China's authorities?

Nvidia data center GPU roadmap 2025 showing Rubin and Rubin Ultra

Nvidia reportedly boosts Vera Rubin performance to ward hyperscalers off AMD Instinct AI accelerators — increased boost clocks and memory bandwidth pushes power demand by 500 watts to 2300 watts

By Anton Shilov published 21 January 26

Nvidia has reportedly increased the TDP of premium Rubin processors by 500W to 2.30 kW in a bid to boost clocks, memory bandwidth, and performance per Rubin GPU and per rack.

Micron acquires PSMC fab site in Taiwan for $1.8 billion, acquisition to expand the memory maker's operations within the region — move marks the end of the technology-for-capacity era

By Anton Shilov published 20 January 26

Premium As fabs get dramatically more expensive than they used to be, technology for capacity partnerships lose their appeal, so Micron buys production facility from PSMC to upgrade it and run it itself.

Elon Musk reveals roadmap with nine-month cadence for new AI processor releases, beating Nvidia and AMD's yearly cadence — Musk plans to have the highest-volume chips in the world

By Anton Shilov published 18 January 26

Elon Musk wants Tesla to iterate new AI accelerators faster than AMD and Nvidia. This can be done, but with caveats.

Chinese AI developers explore renting Nvidia’s Rubin GPU in the cloud — cost, complexity, and regulatory hurdles could limit deployments

By Anton Shilov published 17 January 26

Leading developers of AI models from China want Nvidia's Rubin and explore ways to rent the upcoming GPUs in the cloud.

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

By Anton Shilov published 16 January 26

A new report says Nvidia's presence is about to shrink drastically in China.

Analyzing Washington's new AI accelerator export rules — smaller manufacturers suffer while Nvidia and AMD will reap the rewards

By Anton Shilov published 15 January 26

Premium AMD's MI325X and Nvidia's H200 could benefit, but smaller suppliers will suffer.

GlobalFoundries acquires ARC and RISC-V IP from Synopsys — company gains critical CPU IP as it grows beyond being a mere chipmaker

By Anton Shilov published 15 January 26

Premium GlobalFoundries acquires more CPU IP as it is reshaping its role in the semiconductor supply chain and becomes an IP and manufacturing partner rather than just a chipmaker.

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

By Anton Shilov published 15 January 26

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus

By Anton Shilov published 14 January 26

Premium Company prepares for next-gen HBM4E, HBM5, and HBM5E memory.

U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats — a string of requirments greatly limits the total number of GPUs that can be shipped to China

By Anton Shilov published 14 January 26

Or rather leftovers?

Phison demos 10X faster AI inference on consumer PCs with software and hardware combo that enables 3x larger AI models — Nvidia, AMD, MSI, and Acer systems demoed with aiDAPTIV+

By Anton Shilov published 14 January 26

Phison's aiDAPTIV+ stack enables large Mixture of Experts AI models and agentic AI workloads to run on client systems with limited memory capacity.

SK hynix shows 16-Hi HBM4 memory for AI accelerators — 48 GB at 10 GT/s over a 2,048 interface

By Anton Shilov published 14 January 26

SK Hynix demonstrates 48 GB HBM4 memory with a 2,048-bit interface over at up to10 GT/s

Meta sets up 'Meta Compute' organization for gigawatt-scale AI data centers — initiative is said to consume hundreds of gigawatts over time

By Anton Shilov published 12 January 26

Meta establishes 'Meta Compute' organization to manage buildout of next-generation data centers and development of custom computing architectures that will power gigawatt-class data centers.

Intel makes sharp reversal, is 'going big time into 14A,' says CEO Lip-Bu Tan — 'serve the customer well' remark hints at external client

By Anton Shilov last updated 10 January 26

Intel's CEO says he expects 'great momentum in terms of yields and IP' on the company's 14A process technology.

Nvidia hires first-ever CMO, snatches former Google exec for the tough job of helping sell more chips — Alison Wagonfield spent nearly 10 years at Google building its Cloud project

By Anton Shilov published 9 January 26

As the AI hardware market is about to change, Nvidia is hiring its first chief marketing officer.

Chinese researchers hail breakthrough in DRAM-like cells, which could be used in embedded or 3D stacked memory — absence of manufacturing detail casts doubt on mass production

By Anton Shilov published 9 January 26

Premium Uncertainties make it impossible to evaluate commercial viability

SanDisk to double price of 3D NAND for enterprise SSDs in Q1 2026 — hyperscalers to pay top dollar for storage as AI continues to roll

By Anton Shilov published 9 January 26

Sandisk and other key suppliers of 3D NAND are projected to significantly increase prices of enterprise-grade 3D NAND memory in the coming months due to overwhelming demand from the AI sector.

Nvidia to demand full upfront payment for H200 GPUs from China customers, report claims — more than two million chips may have been ordered despite uncertain Beijing stance

By Anton Shilov published 8 January 26

Pays us, whether or not you are allowed to get your H200.

Micron to begin work on $100 billion New York 'megafab' imminently — landmark site to produce 40% of company's overall DRAM output in the U.S. by the 2040s

By Anton Shilov published 8 January 26

Premium After numerous delays, Micron is about to start building its $100 billion site in New York to produce 40% of its DRAM output in the U.S. in the 2040s.

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