Industry

All posts related to the industry in general.

Intel and AMD lock in year-long CPU deals with Chinese AI firms as prices surge 40%

SpaceXAI Hunts Multiple Texas Sites for Ground-Up Data Centers, Doubling Down on AI After xAI Absorption

A series of NVIDIA data center GPUs is mounted on a server rack.

NVIDIA Aiming To Produce Up To 1000 Vera Racks Per Day After Shipping “Hundreds of Thousands” of Grace Standalone Servers As It Guns For Dominance In The AI CPU Market

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet

A close-up view of an AMD computer chip showcasing intricate circuit patterns and component details.

AMD’s Zen 6 EPYC Venice Pictured as a 256-Core Monster, Massive Twin I/O Dies & First 2nm HPC Chip To Enter Volume Ramp

SK hynix Shoots Down Intel Ohio Deal Rumor, Yet Admits It’s Still Hunting Acquisitions

NVIDIA Blackwell GB300 Continues To Set World Records for MoE Pre-Training While GB200 Sees A 4x Boost In Perf/W Through Continuous AI Software Stack Optimizations

NVIDIA Blackwell GB300 Continues To Set World Records for MoE Pre-Training While GB200 Sees A 4x Boost In Perf/W Through Continuous AI Software Stack Optimizations

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

NVIDIA Vera Rubin NVL72 Enters The Stage With A Monstrous 10x Uplift In Token Throughput Versus Blackwell, Achieves 800,000 Tokens/s Vs GB200’s 80,000 at The Same 150MW

An HBM4E core die wafer is displayed next to a sign reading 'HBM4E: Raising Memory Performance.'

Samsung Delays Hybrid Bonding HBM to 2029, Aligning Next-Gen Memory With NVIDIA’s Feynman AI GPUs

China’s Domestic Chip Shipments To Surge To 5 Million Units This Year, Says Report

A server room features an AMD Helios system with visible 'AMD EPYC,' 'AMD INSTINCT,' and 'AMD PENSANDO' modules.

AMD Unveils Helios, Its Next-Gen AI Powerhouse With MI455X & 6th Gen EPYC, Challenging NVIDIA’s Rack-Scale Dominance

Microsoft Looking To Save As Much As $600 Million By Swapping GPT And Claude For China’s Kimi K3 In Copilot, Risking A Rap On The Knuckles From The Trump Administration

TSMC’s CFO Admits US Fabs Cost Four To Five Times More Than Taiwan, Yet Doubles Down With $100B Bet

Intel’s Former CEO Gelsinger Admits Firm ‘Scoffed’ at NVIDIA’s GPUs While Riding High on CPU Dominance & Makes Big Quantum Computing Claims

A group of people standing inside a gaming venue, one holding a laptop displaying the game 'Street Fighter 6,' with a man in a 'GEFORCE' shirt nearby.

NVIDIA CEO Rips Apart The “Chip Delay” Narrative, Says “Giant Amounts” of Vera Rubin Coming & Unveils Japan’s First AI Factory With 27,500 Rubin GPUs

CXMT Debuts With $8.6 Billion IPO As Its DRAM Surge Chips Away At Samsung’s Market Dominance By 2028

TSMC CEO Stresses Choosing Chipmaking Tech Isn’t Like Buying Milk From 7-Eleven & Admits He’s Jealous of Samsung’s Profits

Cadence AuraStack visualized as an AI super agent for PCB and advanced packaging, with interconnected digital panels above a glowing chip stack.

Cadence’s AuraStack AI Stack Addresses The PCB & Advanced Packaging Bottleneck That Is Eating 65% Of Engineers’ Time, With NVIDIA & TSMC Already Deploying It

TSMC Stacks its US Pledge to $265 Billion Amidst AI Chip Demand to Build Four New Arizona Plants

Hydrofluoric Acid Prices Climb as AI Chip Demand Outpaces a Strained Semiconductor Materials Supply

Samsung Reportedly Outsources Google’s TPU I/O Late-Stage Design, Says Report

Taiwan Erases TSMC Executive From ITRI Website After He Joined Intel Amid Trade-Secret Allegations

Two people shaking hands in front of a green wall with 'Build-a-Cluster,' as one holds a signed item inscribed 'To Keoni'.

Jensen Huang Lands In Japan, The Birthplace Of Humanoid Robots, As NVIDIA Kickstarts The Physical AI Era

China Develops Its First 3.5D "Infinity Chiplet" & 3D DRAM Tech As It Tackles External HBM Constraints Through Domestic AI Supply Chain

China Develops Its First 3.5D “Infinity Chiplet” & 3D DRAM Tech As It Tackles External HBM Constraints Through Domestic AI Supply Chain

Technicians in a clean room work on an advanced ASML lithography machine with multiple screens and intricate machinery components.

Intel Leverages ASML’s High NA EUV Technology To Produce 18A Panther Lake Chips

Hochul’s Data Center Moratorium Lands as $130 Billion in Projects Stalled Nationwide in a Single Quarter

Two people in cleanroom suits holding a semiconductor wafer in a fabrication facility.

Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields

U.S. Officials Reportedly Confirm First NVIDIA H200 AI GPU Shipments To China Two Months After Trump-Xi Meeting

U.S. Officials Reportedly Confirm First NVIDIA H200 AI GPU Shipments To China Two Months After Trump-Xi Meeting

Samsung Reportedly Lands Anthropic as Foundry Customer, Looking to Reverse its Chip Deficit With 2nm AI Orders

NVIDIA Teams With US Government to Slam Shut the Backdoor Feeding Banned AI Chips Into China

SK hynix Weighs Buying South Korean Government Bonds as KIS Analyst Suggests HBM Price Surge Shows Signs of Cooling

Intel Pours €5 Billion Into Its Ireland Fab34, Scaling “Intel 3” Production For Xeon 6 and Next-Gen Diamond Rapids

Intel Unveils Starfire Chips, Forged For Space on 18A - Offering Space-Grade Survivability With Market Competitive Pricing

Intel Brings 18A Silicon To Orbit With Starfire, A Space-Grade SoC Rated For 125°C And Radiation

TSMC Arizona is sending engineers to Taiwan for 3nm and 2nm production training

TSMC Can’t Keep Up With CoWoS Demand, Sending Advanced Packaging Orders Spilling Over To Intel & Rival Taiwanese Fabs

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