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How Nvidia's deal with Intel has been decades in the making — Years of rivalry culminated in an unexpected alliance
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Qualcomm's big win over Arm could reverberate throughout the industry
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Nvidia details efficiency of the NVFP4 format for LLM training — new paper reveals how NVFP4 offers benefits over FP8 and BF16
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AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
By Luke James Published
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How Nvidia's deal with Intel has been decades in the making — years of rivalry culminated in an unexpected alliance
By Luke James Published
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The state of Intel: What the company's $5 billion deal with Nvidia could mean for the floundering chipmaker
By Chris Stokel-Walker Published
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Intel officially becomes a contract custom chip designer, Nvidia among lead customers
By Anton Shilov Published
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Ryzen to the top: How AMD innovated in the gaming CPU market
By Hassam Nasir Published
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How the AI revolution is triggering a hardware arms race and pushing up prices
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Roadmaps
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The future of DRAM: From DDR5 advancements to future ICs
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Desktop GPU roadmap: Nvidia Rubin, AMD UDNA & Intel Xe3 Celestial
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News Analysis
Silicon Motion announces new devices: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC
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Nvidia enterprise GPU and CPU roadmaps: Rubin, Rubin Ultra, Feynman, and silicon photonics
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Inside the future of 3D NAND: The roadmap to 500 layers
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HBM roadmaps for Micron, Samsung, and SK hynix: To HBM4 and beyond
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Micron details new U.S. fab projects — HBM production coming to America
By Anton Shilov Published
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TSMC to spend $42 billion on expansion in 2025 — ambitious plans detail nine production facilities
By Anton Shilov Published
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News Analysis
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AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
By Luke James Published
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Nvidia details efficiency of the NVFP4 format for LLM training
By Anton Shilov Published
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Qualcomm's big win over Arm could reverberate throughout the industry
By Anton Shilov Published
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AMD and Intel's unlikely chipmaking partnership isn't without its benefits — how AMD could divest reliance on TSMC
By Luke James Published
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OpenAI might be building its own chip, but it’ll still be dependent on Nvidia
By Luke James Published
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Amid Intel's deals, Intel Foundry remains notably absent — 18A and 14A are on the way, but success isn't guaranteed
By Luke James Published
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TSMC's quarterly sales hit a record $30 billion
By Anton Shilov Published
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Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval
By Anton Shilov Published
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Amazon's $8 billion Anthropic investment rumors suggest it would rather sell AI infrastructure than compete with ChatGPT and Gemini
By Jon Martindale Published
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News Analysis
China plans 39 AI data centers with 115,000 restricted Nvidia Hopper GPUs
By Anton Shilov Published
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Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars
By Anton Shilov Published
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News Analysis
Nvidia AI challenger Groq announces European expansion — Helsinki data center targets AI market
By Jon Martindale Published
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Trump says he has struck a trade deal with Hanoi
By Jowi Morales Published
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TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs
By Anton Shilov Last updated
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News Analysis
Elon Musk confirms xAI is buying an overseas power plant and is shipping the whole thing to the U.S.
By Anton Shilov Published
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Samsung delays $44 billion Texas chip fab
By Jowi Morales Published
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Nvidia's Arm chips rapidly gain share in server market as AI booms
By Anton Shilov Published
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Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival
By Anton Shilov Last updated
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