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AMD and Intel's unlikely chipmaking partnership isn't without its benefits — how AMD could divest reliance on TSMC
By Luke James published
Premium Intel and AMD have competed at opposite ends of the x86 spectrum for decades, but a potential deal could be mutually beneficial for both companies.

TSMC reduces peak power consumption of EUV tools by 44% — company to save 190 million kilowatt-hours of electricity by 2030
By Anton Shilov published
Reducing power consumption by 8%

OpenAI might be building its own chip, but it’ll still be dependent on Nvidia
By Luke James published
Premium OpenAI is widely understood to be developing a custom AI accelerator with Broadcom, part of a $10 billion partnership to design chips specifically for OpenAI’s internal workloads.

Amid Intel's deals, Intel Foundry Services remains notably absent — 18A and 14A are on the way, but success isn't guaranteed
By Luke James published
Premium It has been a busy few weeks for semiconductors, but among various announcements and rumors, IFS has remained conspicuously absent.

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin
By Jon Martindale published
A group of countries pressed the EU to quadruple spending on semiconductors.

Jensen Huang says China is ‘nanoseconds behind’ the US in chipmaking
By Luke James published
Nvidia CEO Jensen Huang says China is just “nanoseconds behind” the U.S. in chipmaking and that Washington should stop trying to wall off the market.

U.S. gov't mulls tariffing devices based on the number of chips used and their estimated value
By Anton Shilov published
Make chips in the U.S., or pay tariffs.

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon
By Luke James published
Lutnick claims deal talks with Taiwan are advancing as the Trump administration turns up pressure on chipmakers to onshore advanced fabs.
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