News Analysis
Latest News Analysis

The tale of Nvidia's HGX H20: How an AI GPU became a political lightning rod
By Anton Shilov published
News Analysis Nvidia’s HGX H20, a cut-down AI GPU originally allowed for sale to China, has become a geopolitical bargaining tool as the U.S. taxes its exports and China halts purchases over security concerns.

ChatGPT users revolt over GPT-5 release — OpenAI battles claims that the new model's accuracy and abilities fall short
By Jon Martindale published
News Analysis OpenAI has capitulated and reinstated older models, and promised not to kill them off again in the future.

The pains of Intel: From CPU design and process technology challenges to internal clashes and political pressure
By Anton Shilov published
News Analysis But is its survival in question?

Silicon Motion announces new devices: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC
By Anton Shilov published
News Analysis Bigger drives, a new controller, and a larger LDPC enabled by new tech.

Trump's 100% chip tariffs will likely hurt smaller manufacturers, as major companies court exemptions
By Jon Martindale published
News Analysis The proposed 100% semiconductor tariff sounds devastating to chipmakers. But many major players remain unaffected, leaving smaller manufacturers vulnerable to the steep proposal.

DDR4 production is expected to continue until 2026
By Anton Shilov published
News Analysis Major DRAM makers are phasing out DDR4 production from late 2025, as they shift to DDR5, but supply will remain available for niche applications for years to come.

Nvidia H20 GPUs reportedly caught up in U.S. Commerce Department's worst export license backlog in 30 years
By Jon Martindale published
News Analysis Officials claim this is the worst commerce backlog in over 30 years.

Intel promises sweeping changes to combat stagnation with new foundry strategy, AI focus, and the return of Hyper-Threading
By Anton Shilov published
News Analysis Intel CEO Lip-Bu Tan unveiled sweeping reforms across the company's foundry strategy, x86 roadmap, AI focus, and organizational structure.
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