Anton Shilov

The rapid growth of AI data centers is driving up U.S. household power bills as utilities expand the grid to meet their massive, volatile electricity demand.

The U.S. administration is considering buying a stake in Intel to accelerate construction of its long-delayed $100 billion Ohio fab complex that is crucial for the company's revival.

FPGA developer Altera will cut 82 San Jose jobs in October 2025 as part of a strategic shift following its sale by Intel and a strategic realignment under new leadership.

Estimates from the University of Rhode Island's AI lab suggest OpenAI's more capable GPT 5 could consume up to 45 GWh per day. But researchers may be wrong.

Premium 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.

DeepSeek’s bid to train R2 on Huawei’s Ascend chips failed due to technical limits, forcing a return to Nvidia GPUs and delaying the launch.

AMD reached record desktop CPU market share and posted strong server gains in early 2025, while its mobile CPU position weakened, but revenue shares across all segments hit new highs.

Becoming friends?

Premium But is its survival in question?

Chinese companies rejoice?

Intel CEO Lip-Bu Tan's push to retain in-house chip manufacturing has put him at odds with chairman Frank Yeary and other directors who explored spinning off or selling Intel Foundry to TSMC.

Intel CEO Lip-Bu Tan defended his record and pledged cooperation with the U.S. government in a letter to employees after President Trump called for his resignation citing conflict of interests.

Premium Bigger drives, a new controller, and a larger LDPC enabled by new tech.

Set to increase reliance on AMD and Nvidia hardware for now.

Silicon Motion previews its next-gen Neptune SSD controller for client PCs, featuring a PCIe 6.0 x4 interface and over 25 GB/s read speeds, but mass production is only set for 2028.

TSMC is probing an alleged leak of 2nm process integration images to Japan's Rapidus, though the data's content, impact, and Rapidus's involvement remain uncertain.

Apple will reportedly invest an extra $100 billion in U.S. manufacturing —raising its total domestic commitment to $600 billion — in an effort to avoid steep iPhone tariffs.

Despite China’s push to consolidate its semiconductor sector into a few strong players, efforts have largely stalled due to valuation conflicts, political obstacles, and technological gaps.

Premium 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.

Best quarter ever.

PCI-SIG has officially begun developing PCIe 8.0, doubling bandwidth to 256 GT/s while tackling signal integrity limits over copper with protocol upgrades.

Raja Koduri's Oxmiq Labs develops RISC-V–based GPU IP and a hardware-agnostic software stack.