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Friday 19 September 2025
Intel–Nvidia pact fuses x86 and RTX, bolstering Tan’s turnaround strategy
Intel and Nvidia have struck a landmark deal, with Nvidia investing US$5 billion for about 4% of Intel. The two will co-develop SoCs integrating Intel's x86 CPUs and Nvidia's RTX...
Friday 19 September 2025
Analysis: After Nvidia invests in Intel, who's next?

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the U.S. government, Nvidia has announced...

Friday 19 September 2025
Intel–NVIDIA alliance: what it means for TSMC, AMD, Arm and the wider industry

NVIDIA has announced it will invest US$5 billion in Intel, purchasing shares at US$23.28 each. The move surprised no one in the semiconductor...

Thursday 18 September 2025
Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud...

Sunday 14 September 2025
Intel outlines 2026 PC roadmap: Arrow Lake refresh to hold the line before Nova Lake overhaul

Intel is tightening its PC processor roadmap, confirming it will roll out an Arrow Lake Refresh in 2026 and follow with the next-generation...

Friday 12 September 2025
SEMICON Taiwan 2025: AMD pushes panel-level, 3D, and optical packaging as AI demands soar
At SEMICON Taiwan 2025, AMD Fellow Daniel Ng, who heads the company's OSAT technology development, laid out a stark assessment of the semiconductor industry's next bottleneck: the...
Tuesday 9 September 2025
Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
ADLINK Technology Inc., a global leader in edge computing solutions, introduces the cExpress-R8, a COM Express COM.0 R3.1 Type 6 Compact module powered by AMD Ryzen Embedded 8000...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Friday 5 September 2025
Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?
Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture...
Friday 5 September 2025
Can CPU iterations still drive PC upgrade waves? Acer CEO says no
Acer chair and CEO Jason Chen pointed out that in the first half of 2025, the impact of US reciprocal tariffs was significant but has since dulled. Signs of recovery are emerging...
Thursday 4 September 2025
AMD, Anritsu partner to standardize high-speed testing for AI data centers
Japan's Anritsu has teamed up with US chipmaker AMD to launch an automated testing platform for next-generation high-speed transmission, targeting the surging demand from AI data...
Wednesday 3 September 2025
The four structural hurdles hampering China's AI GPU sector
Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
Monday 1 September 2025
TSMC to raise foundry prices by 5-10% across advanced nodes in 2026
TSMC plans to increase foundry prices for its advanced semiconductor processes by approximately 5% to 10% in 2026, according to sources in the IC design industry.
Friday 29 August 2025
IBM and AMD partner on quantum-centric supercomputing to advance next-generation computing
IBM and AMD announced plans to develop next-generation computing architectures that combine quantum computers with high-performance computing (HPC), a concept known as quantum-centric...
Friday 29 August 2025
Nvidia and Google cash in on AI inference as AMD racks up losses
Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...