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AMD acquires Enosemi to enter photonics race — chasing Nvidia into light-based interconnect tech
By Dallin Grimm published
AMD has acquired photonics firm Enosemi, highlighting a desire to push into photonics and to become a full software stack supplier in the datacenter, chasing Nvidia in both respects.

TSMC to open up chip design center in Munich to help local chip developers
By Anton Shilov published
TSMC will open its first European chip design center in Munich to support European developers with design technology co-optimization for both mature and advanced nodes.

Nvidia to boost AI server racks to megawatt scale, increasing power delivery by five times or more
By Jowi Morales published
Nvidia is working on an 800V HVDC system, which would replace the current 412V AC used in most data centers.

Nvidia GB200 production ramps up after suppliers tackle AI server overheating and liquid cooling leaks
By Stephen Warwick published
A new report says production of Nvidia's GB200 is ramping up now that suppliers have tackled a series of issues with the manufacturing process.

Dual-GPU versions of the Intel Arc B60 in the works at Sparkle
By Anton Shilov published
Sparkle has confirmed the company is working on dual-GPU versions of the Intel Arc B60.

AI chip boom sparks BT substrate materials shortage
By Dallin Grimm published
TSMC's demand for CoWoS material has cascaded to impact suppliers of BT substrate base materials, causing the memory market to react quickly to avoid shortages and other negative effects.

China’s Hygon and Sugon merge to form a vertically integrated supercomputing giant
By Mark Tyson published
A highly impactful vertically integrated supercomputing giant may have just been born in China.

Report claims Washington measures could be bolstering China's chip market
By Stephen Warwick published
A new report claims U.S. sanctions could be fuelling more resilience in China's semiconductor ecosystem.
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