News Analysis
Latest News Analysis

Intel could sell up to 49% of its foundry business to external investors, but a full IPO or spin-off is unlikely
By Anton Shilov published
News Analysis But would it make any sense?

Synopsys adds generative AI for chip development with Synopsys.ai Copilot design software
By Anton Shilov published
Having designed an AI-enhanced EDA toolset, Synopsys now adds Assistive and Creative capabilities for chip designers that can accelerate chip design across all phases.

China injects tens of billions of dollars in chipmaking tools, but it's easily more than a decade behind the market leaders — Here's why
By Anton Shilov published
China’s chip industry excels at mature nodes but remains at least a decade behind in advanced lithography.

Despite whispers of a bubble, OpenAI is planning a gigawatt-scale data center in India
By Jon Martindale published
Premium As the second-largest market for ChatGPT, OpenAI looks to secure local infrastructure and investment.

TSMC to reportedly raise quotes on advanced process nodes by up to 10% next year to pay for new fabs
By Anton Shilov published
Premium TSMC will raise 3nm–5nm chip prices by up to 10% in 2026 to fund new fabs and sustain margins as it expands 2nm production.

OpenAI and Microsoft's contract negotiations threaten investment and potential IPO — companies battle over AGI secrecy and Azure exclusivity
By Jon Martindale published
Premium Microsoft and OpenAI butt heads over ongoing contract negotiations

AMD details how it built a product line-up with just two RDNA 4 dies
By Anton Shilov published
Premium AMD details how it can sell multiple SKUs without the need for more silicon

Nvidia shares Blackwell Ultra's secrets — NVFP4 boost detailed and PCIe 6.0 support
By Anton Shilov published
News Analysis Nvidia offers an inside look at the ultra-efficient upcoming architecture
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