TSMC’s 3nm chip production capacity will nearly max out by 2026 despite aggressive conversion of older production lines. Customers are paying massive “hot run” premiums of 50-100% above normal prices, driving TSMC’s gross margins above 60%. The capacity crunch comes as NVIDIA pushes for even more pr
Intel’s chief technology and AI officer Sachin Katti is departing the company after just six months in the role. He’s joining OpenAI to work on compute infrastructure for artificial general intelligence. The move comes as Intel struggles to compete in the AI accelerator market.
Adeia has filed a patent lawsuit against AMD over hybrid bonding methods used in 3D V-Cache processors. The case involves ten patents covering chip-stacking techniques that enable high-bandwidth cache connections. AMD has not yet commented on the allegations.
AMD reported a massive 36% revenue jump and beat earnings estimates, but its margin forecast for the next quarter is just in line with what analysts expected. The stock slipped after hours, showing that even in an AI boom, investors want more than just good numbers.
AMD just posted a massive quarter with $9.2 billion in revenue, up 36% year-over-year. The chipmaker’s net income soared 61% to $1.2 billion, driven by strong demand for its EPYC server processors and Ryzen PC chips.
A sudden CPU price explosion has caught the DIY market off guard, with both Intel and AMD processors seeing significant increases. The surge affects previous-generation chips while current-gen models remain stable, creating complex buying decisions for consumers.
South Korea is making a massive $10 billion bet on AI sovereignty with Nvidia supplying over 260,000 advanced GPUs. This unprecedented deal could reshape the global AI landscape and position Korea as a serious challenger to US and Chinese dominance in artificial intelligence.
China’s clean energy manufacturing boom is delivering unprecedented price reductions while creating global market disruptions. The “new three” industries face consolidation but remain too big to fail despite oversupply concerns.
Microsoft’s breakthrough export license for NVIDIA AI chips to the UAE signals a strategic shift in American tech policy. The Middle East emerges as a new revenue frontier amid China restrictions.
Nvidia’s path back into China remains blocked despite Trump-Xi semiconductor talks. The $5 trillion company faces complex geopolitical challenges as it navigates US export rules and China’s tech controls.
According to TechRepublic, Nvidia remains caught in geopolitical crossfire after President T
