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Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...
Monday 6 October 2025
Potential Intel-AMD partnership reshapes semiconductor landscape
US chip manufacturers Intel and AMD are negotiating foundry cooperation, which could bring structural changes to the global semiconductor industry. Besides potentially boosting Intel's...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Friday 3 October 2025
Intel courts billions from big tech and Musk
Intel's ambitious revival remains far from fully financed, even after securing investments from SoftBank, the US government, and Nvidia. Analysts estimate the chipmaker still needs...
Thursday 2 October 2025
Intel bets its future on Nvidia's CUDA
When Intel and Nvidia announced their partnership on September 18, 2025, the US$5 billion equity stake dominated headlines. But beneath the financial fanfare lies a far more consequential...
Thursday 2 October 2025
Intel bets on 18A and PowerVia to redefine advanced node performance
Intel is set to kick off mass production of its 18A process at Fab 52 in Arizona by year-end, using PowerVia and RibbonFET technologies. The move positions Intel in a head-to-head...
Thursday 2 October 2025
Rumored Intel-AMD foundry deal signals potential shift in chipmaking landscape
Intel is reportedly in early talks to manufacture chips for rival AMD, Semafor revealed, a move that could boost confidence in Intel's struggling foundry business. While...
Wednesday 1 October 2025
Intel & TSMC invest billions to transform Arizona into semiconductor powerhouse
More and more tech giants have followed TSMC's lead after its announcement of a US$165 billion investment to build more plants in Arizona. A half mountain, half desert state is slowly...
Tuesday 30 September 2025
China's Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD

Shanghai Zhaoxin Semiconductor has scored a breakthrough in China's healthcare sector. On September 23, the x86 chipmaker announced that...

Friday 26 September 2025
TSMC in Intel’s investment talks, as Andrew Ng flags Taiwan risk
Intel is reportedly stepping up efforts to raise capital and secure partnerships as part of its turnaround strategy, approaching firms including Apple and TSMC. The push has intensified...
Thursday 25 September 2025
Exclusive: Intel raises prices of older CPUs by over 10% in 4Q25 amid AI PC demand shortfall
According to supply chain sources, Intel—the leading PC CPU supplier—is planning to increase prices of its Raptor Lake processors by more than 10%. Industry insiders suggest...
Thursday 25 September 2025
Commentary: Nvidia’s US$5B Intel deal revives memories of Microsoft’s 1997 Apple lifeline
In a move echoing one of the most famous tech partnerships in history, chip giant Nvidia has made a US$5 billion investment in rival Intel, sparking a debate over whether the struggling...
Thursday 25 September 2025
Intel, Apple reportedly in early talks over potential investments as chipmaker seeks revival
Bloomberg, citing unnamed sources, reported that Intel has held preliminary talks with Apple about a possible investment in the struggling US chipmaker. The discussions,...
Wednesday 24 September 2025
Commentary: Analyzing Nvidia's crisis defusing strategy amid the AI bubble storm
Nvidia's recent major investments have shocked the market. However, there are widespread views that both Nvidia and its CEO Jensen Huang find themselves at the "center of the AI bubble...
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...