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Category: Semiconductors

TSMC’s AI Boom Continues as Revenue Tops Estimates
ManufacturingSemiconductorsTechnology

TSMC’s AI Boom Continues as Revenue Tops Estimates

Taiwan Semiconductor Manufacturing Co. (TSMC) reported quarterly revenue of roughly NT$1.05 trillion ($33.1 billion), beating analyst estimates. The strong performance, driven by demand for AI data center chips, reinforces optimism about continued tech investment through 2026.

by Marcus LinfieldJanuary 9, 2026
Intel’s Panther Lake CPUs are here, and the AI PC war just got real
HardwareManufacturingSemiconductors

Intel’s Panther Lake CPUs are here, and the AI PC war just got real

Intel has officially launched its Panther Lake Core Ultra 3 mobile processors at CES 2026. Built on the new Intel 18A process, they promise massive performance uplifts and are the first chips designed and manufactured entirely in the US using this tech. Laptops are available for pre-order now, with

by Marcus LinfieldJanuary 7, 2026
NVIDIA’s Jensen Huang Eyes China for Future Chips, But It’s Complicated
AIBusinessSemiconductors

NVIDIA’s Jensen Huang Eyes China for Future Chips, But It’s Complicated

NVIDIA’s CEO Jensen Huang isn’t ruling out selling future Blackwell and Rubin AI chips in China. The move depends on evolving U.S. export controls and the need to compete with local players like Huawei. It’s a high-stakes balancing act for the chip giant.

by Noah VanceJanuary 7, 2026
Intel’s Panther Lake CPUs promise a big 2026, but can they deliver?
AIHardwareSemiconductors

Intel’s Panther Lake CPUs promise a big 2026, but can they deliver?

Intel just unveiled its Core Ultra Series 3 “Panther Lake” processors at CES 2026. The company claims massive leaps in power efficiency and AI performance, but the proof will be in the shipping products next year.

by Darren HoltJanuary 6, 2026
AMD’s New AI Chips and the Real AI Coding Revolution
ComputingHardwareSemiconductors

AMD’s New AI Chips and the Real AI Coding Revolution

AMD is pushing new AI PC chips, but the developer community is showing what’s possible right now. AI agents are automating complex coding tasks in minutes, from games to home automation. This is a fundamental change in how software gets built.

by Noah VanceJanuary 6, 2026
Nvidia’s Vera Rubin AI Chips Are in “Full Production”
AIHardwareSemiconductors

Nvidia’s Vera Rubin AI Chips Are in “Full Production”

Nvidia’s CEO announced the next-gen Vera Rubin AI chip platform is now in “full production.” The company claims it will slash AI running costs to one-tenth of its current Blackwell system. First chips are slated to reach customers like Microsoft later this year.

by Marcus LinfieldJanuary 6, 2026
TSMC’s 2nm Plan Is Wild: 140,000 Wafers a Month in Just One Year
ManufacturingSemiconductorsTechnology

TSMC’s 2nm Plan Is Wild: 140,000 Wafers a Month in Just One Year

TSMC is planning a shockingly fast ramp for its next-generation 2nm chip process. The company reportedly aims to hit a monthly output of 140,000 wafers by the end of 2026, just one year after mass production begins. This aggressive move is driven by huge orders from Apple and skyrocketing demand for

by Noah VanceJanuary 5, 2026
Qualcomm’s X2 Plus Chip Could Be a Mainstream PC Game-Changer
ComputingHardwareSemiconductors

Qualcomm’s X2 Plus Chip Could Be a Mainstream PC Game-Changer

According to Windows Central, Qualcomm’s Snapdragon X2 Plus chip, launching in the first half of 2026, brings flagship-level AI and efficiency to mainstream laptops. With two versions (10-core and 6-core) and the same 80 TOPS NPU as the X2 Elite, it outperforms current Intel Core Ultra 2 chips in ke

by Darren HoltJanuary 5, 2026
Qualcomm’s New Budget Laptop Chips Are Here, With a Catch
ComputingHardwareSemiconductors

Qualcomm’s New Budget Laptop Chips Are Here, With a Catch

Qualcomm is expanding its laptop chip lineup with new budget-friendly Snapdragon X2 Plus processors. They promise strong CPU performance and the same AI horsepower as the elite models, but gaming graphics remain a weak spot. The first laptops are due by the end of Q1 2026.

by Marcus LinfieldJanuary 5, 2026
OpenAI’s “Gumdrop” AI Device Won’t Be Made in China
AISemiconductorsTechnology

OpenAI’s “Gumdrop” AI Device Won’t Be Made in China

OpenAI is reorganizing its internal teams to improve audio AI accuracy, a key move ahead of a major hardware push. The company’s secretive “Gumdrop” project, designed with Jony Ive, is now likely moving from Luxshare to Foxconn with a firm “not in China” manufacturing mandate.

by Marcus LinfieldJanuary 2, 2026

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