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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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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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HBM roadmaps for Micron, Samsung, and SK hynix: To HBM4 and beyond
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Inside the future of 3D NAND: The roadmap to 500 layers
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Micron details new U.S. fab projects — HBM production coming to America
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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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News Analysis
Micron details new U.S. fab projects — HBM production coming to America
By Anton Shilov Published
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Semiconductor industry faces critical talent crisis
By Anton Shilov Published
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Blacklisted Chinese GPU makers line up to file for IPOs as US sanctions and trade war take toll
By Anton Shilov Published
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Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance
By Anton Shilov Published
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How AMD’s partnership with Microsoft could help Team Red stay competitive against Nvidia
By Jon Martindale Published
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Imec's next-gen high-speed chip transistor addresses manufacturing concerns — outer wall forksheet design simplifies production, but may sacrifice density
By Anton Shilov Published
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Nvidia calms fears and hypes Europe's impending AI future
By Jon Martindale Published
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Nvidia wants SSDs with 100M IOPS — up to 33X performance uplift could eliminate AI GPU bottlenecks
By Anton Shilov Published
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News Analysis
TSMC accelerates U.S. investment at Arizona fab by six months for A16 and N2 production
By Jon Martindale Published
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Company proposes 'tabletop' particle accelerators with petawatt lasers
By Anton Shilov Published
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Nvidia is building 100 AI Factories: Jensen's 50-year gambit begins
By Jon Martindale Published
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TSMC could charge up to $45,000 for 1.6nm wafers — rumors allege a 50% increase in pricing over prior-gen wafers
By Anton Shilov Published
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