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Intel’s New ASIC Business to “Serve a Broad Range of External Customers”, Signaling the Next Big Opportunity for Its Foundry & x86 Ecosystem

Man speaking on stage with Siemens and foundry visible in the background.

Intel’s 14A Chip Has Already Outperformed 18A Nearly a Year Ahead of Its Debut, With Potential Customers Participating in Development

Man in Intel Foundry vest holding a silicon wafer in front of an Intel sign outdoors.

Intel’s Chip Supply Will “Be Depleted” by Q1 2026, Reveals CFO David Zinsner, as PC & Server CPU Demand Skyrockets Beyond All Expectations

Man in a suit in front of a building with partial SANG visible on glass.

“Samsung’s Fab Is More Advanced Than TSMC’s,” Claims Elon Musk, as Tesla Turns to the Korean Giant for Its Next-Gen AI5 & AI6 Chips

HBM3E and HBM4 chips on display in a lighted frame.

Samsung Goes Head-to-Head with SK Hynix and Micron as It Unveils HBM4 Memory to the Public for the First Time

NVIDIA Has Already Geared Up to Challenge Big Tech’s Custom AI Chip Ambitions Through AI Alliances & an Unrivaled Product Roadmap

Semiconductor lithography machine in operation with purple laser beam, microchip wafer on platform, and visible Caution label.

Chinese Technicians Boldly Tried to Reverse Engineer ASML’s DUV Machines; Only to Break Them & Call the Dutch Firm For Help

Three people wearing jackets standing in front of an NVIDIA server rack.

NVIDIA’s CEO Jensen Huang ‘Scrambled’ To Rescue a Stalled Deal From Collapse With OpenAI After the AI Giant Considered Turning to Google TPU Chips

Blackwell Die Wafer by TSMC on manufacturing equipment.

NVIDIA’s First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness: The U.S. Can Build Chips, But Must Send Them Abroad to Finish the Job

NVIDIA DGX-powered server racks arranged with cables and components on display.

NVIDIA’s ‘Cutting-Edge’ Vera Rubin AI Servers Are Already in Development by Foxconn; Mass Production to Begin in H2 2026

Man holding a microphone sitting on a chair with a nature backdrop.

“Some of These AI Deals Seem a Little Bit Fishy”: Anthropic CEO Dario Amodei Says Companies May Be “Double Counting” Investments

Two men in business suits shaking hands in front of a mosaic wall.

Intel’s CEO Lip-Bu Tan Meets Saudi Official For a Potential Chip Partnership — Can Gulf Capital Power Team Blue’s Semiconductor Comeback?

NVIDIA and TSMC executives with Blackwell Made in America plaque on stage with American flag.

NVIDIA Embraces the ‘Made in USA’ Narrative, As Jensen Huang Unveils the First Blackwell Chip Wafer Produced by TSMC Arizona

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

“Our Market Share Dropped From 95% to 0%,” Says NVIDIA CEO Jensen Huang in a ‘Temporary Goodbye’ to China’s AI Market

Man holding a silicon wafer outside Intel building, wearing intel foundry vest.

Intel’s 18A Process Witnesses Massive Optimism From The Industry, With Microsoft Now Rumored To Be In-Line For Adoption

Samsung’s HBM4E Set to Deliver 3.25 TB/s Bandwidth; Nearly 2.5× Faster Than HBM3E, Driving AI Computing to New Levels

TSMC Announces the Intent to Rapidly Expand U.S. Operations, Introducing Cutting-Edge 2nm Chips With New Facilities in Arizona

“Our Competitor Is Also Our Very Good Customer,” TSMC CEO Says, Throwing Subtle Shade at the Attention Around Intel

NVIDIA AI server

NVIDIA’s AI Servers Have Seen a Whopping 100x Rise in Power Consumption Over the Years — Can the World Meet AI’s Growing Energy Needs?

A person in a leather jacket is standing in front of a Samsung sign on a building exterior.

NVIDIA Officially Taps Samsung Foundry For Custom Silicon in AI Factories, Marking a Major Breakthrough for the Korean Giant

Intel’s Former CEO Pat Gelsinger Warns That Money From the U.S. and NVIDIA Won’t Matter If It Doesn’t “Fill the Fabs” — A Goal Still Unmet

Intel’s Panther CPU Mobile Lineup & 18A Chip Are Among the Last Traces of Former CEO Pat Gelsinger; A Dream He Didn’t Finish But Defined

Silicon wafer inside a semiconductor manufacturing machine.

TSMC Could Be Barred From Selling Chips To the U.S. Under China’s Newest ‘Rare Earth’ Export Control Measures, Disrupting the AI Industry

TSMC building

TSMC Dominates Global Foundry Market With a ‘Jaw-Dropping’ 71% Share, Leaving Rivals Little Room to Compete

Person on stage holding a large NVIDIA chip with the text Grace on the screen behind.

NVIDIA’s CoWoS Demand Is Expected to See a Massive Yearly Rise, Driven By Strong Blackwell Orders & Upcoming Rubin AI Lineup

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

China Escalates Crackdown on NVIDIA AI Chips, Intensifying Customs Inspections of RTX 6000D & H20 Models

Industrial facility with a large curved building, parking lot filled with small vehicles, and visible equipment on rooftops.

Intel Becomes the First to Produce the World’s Most Advanced Chips in the US; Announces Fab 52 to Be Fully Operational For Cutting-Edge 18A

NVIDIA Is Still Working Upon Securing AI "HBM" Memory Supply From Samsung, Despite Recent Setbacks 1

NVIDIA Taps Samsung For HBM3E Supply In Blackwell Ultra GB300 AI Systems, Marking a Major Win For the Korean Giant

Intel sign lit up in the evening with a person's monochrome portrait overlaid beside it.

OpenAI CEO Sam Altman Says Tech Giants Should Rely on TSMC to Expand Chip Capacity, Rather Than Turning to Intel For Now

“Intel Was on a Mission to Kill Us For 33 Years But We Are Lovers, Not Fighters,” Says NVIDIA’s CEO Jensen Huang

A person in a red jacket holds an unbranded chip on stage, while another person in a leather jacket holds an unbranded motherboard.

“Clever, I Guess”: NVIDIA CEO Jensen Huang Reacts to AMD’s Decision to Offer OpenAI a 10% Ownership Stake For an Unfinished Product

Two unknown people are in front of a colorful, patterned background, with one holding an unbranded processor chip.

AMD’s CEO Walks a Fine Line on Potential Intel Partnership, Highlighting TSMC Commitment While Avoiding an Outright Rejection

Silicon wafer inside a semiconductor manufacturing machine.

TSMC’s Plans For Next-Gen Chip Production Surfaces Up; 2nm To Arrive In Arizona As Soon As Next Year, A14 (1.4nm) Slated For 2028 in Taiwan

AMD’s OpenAI Partnership Signals Massive Optimism Around Next-Gen Instinct MI450 AI GPUs, Setting Up Fierce Competition for NVIDIA