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All posts related to the industry in general.

Hygon Lays Outs Ground-Breaking Plans For China's Domestic Tech Market: Next-Gen C86 Chips With +15% IPC, SMT4 & Tackle Intel Xeon 6 1

Hygon Lays Out Ground-Breaking Plans For China’s Domestic Tech Market: Next-Gen C86 Chips With +15% IPC, SMT4 & Tackle Intel Xeon 6

Intel To Disclose Full Details of Elon’s Ground-Breaking TeraFab Project That Will Reshape The Chipmaking Industry

NVIDIA Will Be "Very, Very Large" Today Even If AI Didn't Exist, Says CEO Jensen, But Also States He Would've Been Really Sad If There Was No AI 1

Jensen Huang Admits NVIDIA Missed Its Shot at Owning a Piece of OpenAI and Anthropic, Vows He ‘Won’t Make That Same Mistake’ Again

China’s YMTC Fires Back at US Chip Restrictions with Three New Fabs Set to Double Its Wafer Output

CPUs Are Next! Agentic AI Surge Is Now Causing Massive CPU Shortages In The Cloud Segment

Amazon Tripled Its CPU Servers and Still Ran Out as Agentic AI Gobbles Up Every Available Processor in the Cloud

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC Is Now Pushing to Solve One of the Biggest Constraints For the AI Industry Through Massive Investments in Taiwan and the US

[Update] A Wild Rumor Says NVIDIA Might Be Looking to Acquire a PC Manufacturer, Aiming to “Reinvent” Gaming and Computing

A chart titled '2024 Desktop CPU Survey' shows an increasing interest in AMD Ryzen processors over time.

Google’s TurboQuant Made The Memory Industry Fear The Boom Was Over; Even The Researcher Behind It Is Shocked By The Reaction

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

China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It

A person holding a package labeled 'AJI-NO-MOTO PLUS UMAMI SEASONING' with the text '3 times stronger than regular Ajinomoto.'

The Seasoning Company Behind Your Food Flavors Controls The Future Of AI Chips, And Supply Is Running Dangerously Low

DRAM Memory Supply To Experience Shortages As Manufacturers Shift Focus Towards HBM Production 1

Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

Amazon CEO Says Chip Business Is ‘On Fire,’ Graviton & Trainium Now Competing At Intel, AMD, And NVIDIA Scale

A high-end gaming PC featuring an ASUS ROG Strix graphics card with triple fans inside a ROG branded case with LED lighting.

The Real Test for PC Buyers Starts This Quarter, Says IDC, as Wider Market Shifts Coupled With Shortages Start to Bite in the Market

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC’s Chipmaking Edge Is So Strong That Competitors Are Fighting to Work with Its Supply Chain Partners, Viewing Them as a Winning Bet

A person in a blue shirt stands in front of Dell EMC server racks in a data center.

Dell CEO Says AI Memory Demand Will Explode To ‘Unimaginable Levels’ By 2028, Leaving No Option For Buyers Other Than Paying Whatever’s Demanded

Intel–SambaNova Collaboration Is One Answer to NVIDIA’s Groq Partnership, After It Became Clear GPUs Alone Can’t Dominate Inference

NVIDIA graphics card model A800 overlaid on U.S. and Chinese flags.

China’s ‘New Way’ of Breaking Into NVIDIA’s CUDA Moat Isn’t by Building a Replica: It’s by Changing the Way We See Hardware

Two men shaking hands, with one wearing an Intel branded jacket, standing in front of a blue background.

Intel Pairs Up With Elon Musk on the Grand “TeraFab” Project, Which Plans to Produce Chips at a Volume Significantly Larger Than Any Other Foundry

A person holding an unbranded computer processor with a visible die layout.

Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

A large data center with rows of illuminated server racks and numbered concrete pillars under dim, colored lighting.

AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the ‘Best Case’ Scenario For Suppliers, But Terrible For Everyone Else

An ARM chip displayed in close-up with a gradient lighting effect.

Intel Isn’t Impressed By ARM’s AGI CPU, With Executive Saying There Isn’t Anything New With it, Despite Marketing Claims

An MSI GeForce RTX graphics card installed in a desktop PC with RGB lighting.

PC Makers Have Apparently Cracked the Code on Supply Shortages: Stop Making Hardware Regular Gamers Can Afford

A person in a shiny jacket stands in front of an array of floating computer chips, with one labeled 'HBM4'.

Hyperscalers Are ‘Scratching Their Heads’ with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling

Silicon wafer inside a semiconductor manufacturing machine.

TSMC’s US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance on Taiwan Appears to Be a ‘Dead End’

A chaotic warehouse with a man looking distressed among piles of DDR RAM, alongside a laptop displaying a downward graph labeled 'DDR RAM PRICE CRASH - Market Panic'.

Chinese Memory Vendors Are Claiming to Be “Doomed”, Tossing Aside Stockpiled DDR Modules as Dropping Prices Cause Panic

Man showcasing NVIDIA GPU on stage with server racks in the background.

NVIDIA Is Among the First to Submit MLPerf Inference v6.0 Benchmarks With Blackwell Ultra, and It’s Total Domination Over Competitors

A circuit board features two NVIDIA chips at its center with four large yellow components in a row above them.

NVIDIA’s Rubin Ultra Reportedly Scaled Back to Dual-Die Design, Instead of the Ambitious Four-Die One, Amid Supply Chain Concerns

A presenter on stage introduces 'CUDA-X for Every Industry', featuring visual representations for fields like data science, quantum computing, and medical imaging, along with related NVIDIA libraries and tools.

NVIDIA CEO Reveals How The Company Survived an “Existential Threat” After Forcing CUDA On Gaming GPUs; Now, It’s Their Biggest Moat

A silicon wafer with intricate circuit patterns is displayed alongside a diagram labeled 'IO Die (5nm)' on an informational sign.

Japan’s Most Ambitious Chip Project Surfaces as Fujitsu Pairs With Rapidus to Build One of the World’s First 1.4nm Chips

Masked individuals in dark clothing inspect a large, colorful semiconductor wafer under dim lighting.

TSMC’s 2nm Secrets Were Stolen With Just a Smartphone Camera; The Engineers Behind It Now Face Up to 14 Years in Prison

Micron Is Looking to Stack Gaming GPU GDDR Modules Like HBM for the First Time Ever, and AI’s Memory Hunger Is Entirely to Blame

A close-up of a glowing semiconductor chip with intricate circuitry patterns suspended above a blue-lit circuit board.

Huawei’s Ascend 950PR AI Chip Just Won Over Chinese Customers By Mimicking CUDA Through CANN Next, Threatening NVIDIA’s Moat

TSMC could surpass Apple in market value by 2030, predicts analyst

Taiwan Is Facing Its Worst Rainfall in 75 Years, and the Hardest-Hit Area Is Exactly Where TSMC’s Most Advanced Fabs Are