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Intel officially becomes a contract custom chip designer, Nvidia among lead customers
By Anton Shilov Published
Premium Or at least makes steps in the right direction.

OpenAI widely thought to be Broadcom's mystery $10 billion custom AI processor customer
By Anton Shilov Published
That's a lot of hardware.

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments
By Anton Shilov Published
News Analysis Killing two birds with one stone.

Nvidia CEO denies being approached for stake in Intel Foundry
By Anton Shilov Published
Nvidia's CEO denies any involvement in discussions about a potential consortium to own Intel Foundry.

Nvidia earned nearly as much as its next 9 fabless rivals combined last year
By Anton Shilov Published
Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.

TSMC and Intel foundry joint venture reportedly still in the works — AMD, Broadcom, and Nvidia approached
By Anton Shilov Published
TSMC reportedly asked its biggest customers to invest in joint venture that would operate Intel's production facilities.

Nvidia and Broadcom continue trialing Intel 18A test chips: Report
By Sayem Ahmed Published
A new report suggests that Broadcom and Intel are continuing to test the Intel 18A manufacturing process, amid reports of setbacks for contract manufacturing customers.

Jim Keller says a 'great Intel' is worth $1 trillion, company would be sold at fire sale pricing if sold now
By Anton Shilov Published
Jim Keller would be sad if Intel gets split and its divisions will be run by different companies.
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