Intel is preparing its 14A manufacturing process to be entirely focused on external customers rather than internal products. This strategic shift would require massive capital expenditure increases and push the company’s foundry breakeven timeline to late 2027. Company leadership believes investors
Peter Thiel’s hedge fund sold its entire Nvidia position worth about $100 million during the third quarter. This follows SoftBank’s massive $5.8 billion divestment from the chipmaker. Both sales come as investors grow increasingly wary of an AI bubble.
Amazon has reportedly joined Microsoft in backing the GAIN AI Act, which would require chipmakers to prioritize U.S. orders for advanced AI processors. The legislation is part of the National Defense Authorization Act and has drawn opposition from Nvidia.
Nvidia and Samsung are collaborating on a massive AI factory powered by over 50,000 Nvidia GPUs. The project will integrate Samsung’s semiconductor technologies with Nvidia’s platforms to create autonomous manufacturing environments. The partnership aims to revolutionize chip production through digi
Qualcomm delivered better-than-expected quarterly results with $11.27 billion in revenue and strong guidance. Despite the positive numbers, shares dropped 2% as analysts remain divided about the company’s future without Apple’s modem business. The chipmaker faces a complete phase-out of Apple modem
Google is making its seventh-generation Tensor Processing Unit widely available after initial testing. The Ironwood chip connects up to 9,216 units in a single pod and is already being adopted by major AI companies like Anthropic. This marks Google’s latest move to challenge Nvidia’s dominance in AI
Qualcomm reported better-than-expected quarterly results and strong guidance, sending a clear message that its AI strategy is working. The chipmaker is positioning itself as a serious competitor to Nvidia in the AI accelerator market with new products coming in 2026 and 2027.
Intel’s upcoming Xe3P GPU architecture might not be limited to data center and integrated graphics. New leaks show both Low Power Media and High Power Media variants, hinting at potential discrete GPU applications. This could signal Intel’s broader ambitions in the gaming and workstation GPU markets
AMD is scrambling to fix a serious vulnerability in its Ryzen and Epyc CPUs that could compromise cryptographic keys. The bug affects the RDSEED random number generator in Zen 5 processors. Attackers with local access could exploit the flaw to decrypt data or access credentials.
AMD’s client CPU business reached record $2.8 billion in Q3 2025, with desktop sales hitting all-time highs. The company gained nearly 10 percentage points of market share since last year, and CEO Lisa Su expects the growth to continue. Interestingly, Ryzen notebook sales also “increased sharply” du
