Anton Shilov

Premium Amazon's Trn3 Gen2 UltraServer beats Nvidia's GB300 NVL72 in FP8.

Cash influxes from the U.S. government, Nvidia, and SoftBank stabilized Intel enough to cancel plans to spin out its networking and communications division.

The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S. buyers ahead of China for advanced GPUs, though Beijing's own limits blunt the impact.

After 29 years, Micron decided to wind down its Crucial consumer business amid switching resources to HBM memory and enterprise-grade hardware.

AMD's MSRPs for Radeon RX 9000-series graphics cards may increase by $20 - $40 amid rising GDDR6 prices depending on the model, if new rumors are true.

U.S. government to inject up to $150 million in xLight, a startup developing EUV light source based on a particle accelerator, with the first CHIPS and Science Act grant by the Trump Administration.

A 16 Gb DDR5 chip already costs $27.

Alchip and Ayar Labs team up to build optical connectivity solution based on TSMC's COUPE framework that lets fabless chip designers to easily add optical connectivity to their designs.

The best gaming CPU seems to getting a stronger brother with higher clocks.

AI accelerators with DRAM on top could be China's way to catch up with advanced AI accelerators.

But can it make them in decent volumes?

Can quantum computing help with simulating quantum mechanics?

A supplier power fault briefly stopped TSMC’s Fab 21 in Arizona and led to some wafer losses. But TSMC has learnt from the occurrence, says the company.

TSMC initiates legal action against Wei-Jen Lo, who retired from TSMC this summer, signed a non-compete agreement, but subsequently joined Intel as Executive Vice President.

Dell and HP are shipping many entry-level and midrange business laptops with HEVC/H.265 hardware decoding intentionally disabled, likely to avoid rising codec royalty costs.

18A is in the middle of the yield ramp curve.

AMD begins hardware enablement for GFX 12.1 IP, which could point to next-generation Instinct MI400-series GPUs, or future integrated GPUs based on the RDNA 4 architecture.

Intel CEO Lip-Bu Tan dismisses speculation that former TSMC executive Wei-Jen Lo could have brought advanced TSMC process secrets to Intel.

Shipped 400 A100s, and attempted to ship 10 HPE supercomputers and 50 H200 GPUs to China.

AI is flying high?

Nvidia's Vera Rubin AI/HPC platform is now slated for a Q3 2026 launch, which will be instrumental for the company's $0.5 trillion GPU sales target despite losing the Chinese market.

As Blackwell Ultra ramps, Nvidia gets even more money.

Shortage and high DRAM prices can undermine.

Apple’s first large-scale use of metal 3D printing lets it mass-produce titanium Apple Watch and iPhone components while halving raw material consumption.