Anton Shilov

Anton Shilov

Contributing Writer

Anton Shilov has been in the PC industry since 1990s playing games, building PCs, and writing stories about pretty much everything that relates to PCs, Macs, smartphones, tablets, and even fab equipment. Over his career, he has worked at a variety of high-ranking websites, including AnandTech, EE Times, TechRadar, X-bit labs, and now Tom's Hardware. When Anton is not reading or writing about something high-tech, he is probably watching a good movie, playing a video game, or spending time with his family.

Articles by: Anton Shilov

Intel logo

Intel Q4 earnings reveal rocky path to recovery following weakest full-year revenue since 2010 — Intel Foundry losses continue as 18A begins ramp, but supply challenges set to ease in Q2 2026

By Anton Shilov published

Premium Intel's management stabilized the company in 2025, but after posting rather good results in Q4, the company claims that it will face supply constraints in Q1 2026.

Intel

Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026

By Anton Shilov published

Intel claims that customers show interest in the 14A process technology; however, they have yet to make a commitment to use it.

Intel's headquarters in Santa Clara, Calif.

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

By Anton Shilov published

Premium Financial injections helped Intel in 2025, but what about supply constraints in 2026?

Nvidia Hopper H100 die shot

Congress wants veto power over Trump administration for AI chip exports — new proposed AI Overwatch Act would shift ultimate control of high-performance chip exports

By Anton Shilov published

Ban shipments of H200 and MI325X to China, say U.S. lawmakers.

Nvidia GTC Spring 2023 keynote with Jensen Huang

Nvidia CEO expects AI to create more jobs for construction workers, electricians, plumbers, and many others

By Anton Shilov published

But human-AI collaboration will likely lift certain industries to new levels.

xAI Colossus Memphis Supercluster

Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

By Anton Shilov published

Not enough cooling, apparently.

HBM 3 die

Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly

By Anton Shilov published

Premium The Chinese semiconductor industry is working to localize production of HBM3 memory, in addition to the tools required for HBM assembly. However, the exact progress of these projects is unknown.

Jensen Huang

Nvidia CEO Jensen Huang to visit China as company prepares to start H200 shipments to the country — plans to meet with state officials unclear despite Beijing curbs on the chip

By Anton Shilov published

Will he meet with China's authorities?

Nvidia data center GPU roadmap 2025 showing Rubin and Rubin Ultra

Nvidia reportedly boosts Vera Rubin performance to ward hyperscalers off AMD Instinct AI accelerators — increased boost clocks and memory bandwidth pushes power demand by 500 watts to 2300 watts

By Anton Shilov published

Nvidia has reportedly increased the TDP of premium Rubin processors by 500W to 2.30 kW in a bid to boost clocks, memory bandwidth, and performance per Rubin GPU and per rack.

Micron's offices in Allen, Texas

Micron acquires PSMC fab site in Taiwan for $1.8 billion, acquisition to expand the memory maker's operations within the region — move marks the end of the technology-for-capacity era

By Anton Shilov published

Premium As fabs get dramatically more expensive than they used to be, technology for capacity partnerships lose their appeal, so Micron buys production facility from PSMC to upgrade it and run it itself.

Tesla

Elon Musk reveals roadmap with nine-month cadence for new AI processor releases, beating Nvidia and AMD's yearly cadence — Musk plans to have the highest-volume chips in the world

By Anton Shilov published

Elon Musk wants Tesla to iterate new AI accelerators faster than AMD and Nvidia. This can be done, but with caveats.

Nvidia data center GPU roadmap 2025 showing Rubin and Rubin Ultra

Chinese AI developers explore renting Nvidia’s Rubin GPU in the cloud — cost, complexity, and regulatory hurdles could limit deployments

By Anton Shilov published

Leading developers of AI models from China want Nvidia's Rubin and explore ways to rent the upcoming GPUs in the cloud.

Nvidia logo

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

By Anton Shilov published

A new report says Nvidia's presence is about to shrink drastically in China.

AMD AI servers

Analyzing Washington's new AI accelerator export rules — smaller manufacturers suffer while Nvidia and AMD will reap the rewards

By Anton Shilov published

Premium AMD's MI325X and Nvidia's H200 could benefit, but smaller suppliers will suffer.

Synopsys

GlobalFoundries acquires ARC and RISC-V IP from Synopsys — company gains critical CPU IP as it grows beyond being a mere chipmaker

By Anton Shilov published

Premium GlobalFoundries acquires more CPU IP as it is reshaping its role in the semiconductor supply chain and becomes an IP and manufacturing partner rather than just a chipmaker.

tsmc

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

By Anton Shilov published

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

SK Hynix

SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus

By Anton Shilov published

Premium Company prepares for next-gen HBM4E, HBM5, and HBM5E memory.

Nvidia H200

U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats — a string of requirments greatly limits the total number of GPUs that can be shipped to China

By Anton Shilov published

Or rather leftovers?

Phison

Phison demos 10X faster AI inference on consumer PCs with software and hardware combo that enables 3x larger AI models — Nvidia, AMD, MSI, and Acer systems demoed with aiDAPTIV+

By Anton Shilov published

Phison's aiDAPTIV+ stack enables large Mixture of Experts AI models and agentic AI workloads to run on client systems with limited memory capacity.

HBM4

SK hynix shows 16-Hi HBM4 memory for AI accelerators — 48 GB at 10 GT/s over a 2,048 interface

By Anton Shilov published

SK Hynix demonstrates 48 GB HBM4 memory with a 2,048-bit interface over at up to10 GT/s

Meta

Meta sets up 'Meta Compute' organization for gigawatt-scale AI data centers — initiative is said to consume hundreds of gigawatts over time

By Anton Shilov published

Meta establishes 'Meta Compute' organization to manage buildout of next-generation data centers and development of custom computing architectures that will power gigawatt-class data centers.

Intel logo

Intel makes sharp reversal, is 'going big time into 14A,' says CEO Lip-Bu Tan — 'serve the customer well' remark hints at external client

By Anton Shilov last updated

Intel's CEO says he expects 'great momentum in terms of yields and IP' on the company's 14A process technology.

Nvidia

Nvidia hires first-ever CMO, snatches former Google exec for the tough job of helping sell more chips — Alison Wagonfield spent nearly 10 years at Google building its Cloud project

By Anton Shilov published

As the AI hardware market is about to change, Nvidia is hiring its first chief marketing officer.

Chip IC with Chinese flag above

Chinese researchers hail breakthrough in DRAM-like cells, which could be used in embedded or 3D stacked memory — absence of manufacturing detail casts doubt on mass production

By Anton Shilov published

Premium Uncertainties make it impossible to evaluate commercial viability

Sandisk WD Blue SN5100 2TB SSD

SanDisk to double price of 3D NAND for enterprise SSDs in Q1 2026 — hyperscalers to pay top dollar for storage as AI continues to roll

By Anton Shilov published

Sandisk and other key suppliers of 3D NAND are projected to significantly increase prices of enterprise-grade 3D NAND memory in the coming months due to overwhelming demand from the AI sector.

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