The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into...
Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.
Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved into AGI-focused CPU design, Nvidia...
Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity tool to a core enterprise...
Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform to Japan's Fujitsu, marking a...
Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and...
The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by...
