Qualcomm has announced its latest AI chips, which are designed to scale up to a purpose-built rack-level AI inference solution, but interestingly, they employ mobile memory onboard. Qualcomm's New AI Chips Take a 'Daring' Pivot Away From HBM To Target Efficient Inferencing Workloads Qualcomm has come a long way from being a mobile-focused firm, and in recent years, the San Diego chipmaker has expanded into new segments, including consumer computing and AI infrastructure. Now, the firm has announced its newest AI200 and AI250 chip solutions, which are reportedly designed for rack-scale configurations. This not only marks the entry of a […]

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The U.S. Department of Energy (DoE) has reportedly collaborated with AMD on two new supercomputer projects, utilizing Team Red's latest AI chips to address scientific challenges. AMD to Collaborate With the U.S. DoE To Build Out Two Cutting-Edge Supercomputers, With Record Deployment Times Based on a new report from Reuters, it seems like AMD has managed to secure a massive partnership with the U.S. DoE, which involves the construction of two new supercomputers, mainly for academic purposes. This marks a major deal for Team Red, which is currently in pursuit of having its tech stack widely adopted by customers in […]

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NVIDIA's GTC 2025 has kicked off today, marking the first time Team Green is holding the event in Washington, as it is directed towards America's leadership in the AI segment. NVIDIA Surprisingly Holds a 'Second' GTC This Year In Washington, With All Eyes on What Jensen Announces For the Future Well, it seems like NVIDIA has expanded its GTC event this year by holding it twice in 2025, and the last time we saw Jensen appear at this particular event was back in March, when we saw the unveiling of the GB300 'Blackwell Ultra' AI servers, as well as the […]

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Samsung Foundry has secured significant deals in recent times, involving several tech giants, and this demonstrates that the division is poised to enter the mainstream chip segment. Samsung's Recent Deals With Tech Giants Will Help Improve Operating Losses & Paving the Way For Newer Partnerships The Korean giant has been making strides in the chip industry in recent months, entering collaborations with companies such as Apple, NVIDIA, and Tesla. Not only has this helped with capacity utilization, but Samsung is now seen as one of the stronger alternatives to TSMC in recent times, and this has defintely helped the firm […]

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China's largest memory manufacturer has reportedly achieved a significant breakthrough by shipping HBM3 samples to domestic AI giants, such as Huawei, in an effort to resolve the HBM crisis. CXMT Also Plans to Bring HBM3E to China By 2027, Capitalizing Massively on the DRAM Demand Beijing has been facing an HBM supply bottleneck for several years, which has proven to be a barrier for firms like Huawei to scale up AI chip production. China has been reliant on pre-export control HBM inventory for several years now, and until recently, domestic firms were unable to develop sufficient technology and production capacities. […]

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TSMC is well aware of the growing rivalry between GPU customers and ASICs, but the firm apparently doesn't worry much, as chip orders from both sides come directly to the Taiwan giant. TSMC Has Managed to Play 'From Both Sides' of the NVIDIA vs ASIC Competition, Being an Important Part of the Supply Chain The AI industry is experiencing growing compute demands every day, and firms like NVIDIA and AMD are struggling to keep up with the requirements from Big Tech, at least for now. At the same time, companies like Amazon, Google, and OpenAI are pursuing custom AI silicon […]

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IBM has announced a significant breakthrough in general-purpose quantum computing, as AMD's standard chips have successfully run a key error correction algorithm. AMD's FPGAs Manage to Run Qubit Error Correction Algorithms, With Up To 10x Higher than Desired Performance Well, IBM has been one of the leading entities in the race for quantum computers, excelling alongside Google in terms of milestones with the technology. However, the company is more focused on what appears to me to be 'mainstream developments', and their recent announcement appears to be a huge breakthrough. According to a report by Reuters, IBM has reportedly managed to […]

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The Taiwan chip giant could be one of the biggest 'affectees' of the disruption within the rare earths supply chain, but it seems like the firm is confident in its existing inventory. TSMC's Rare Earth Inventory Is Sufficient For "One to Two Years," But Long-Term Risks Still Remain Rare earths are also an integral part of the semiconductor supply chain, responsible for crucial stages of the manufacturing process, which is why chip giants like TSMC need certainty regarding their rare earth supply. Based on a report by DigiTimes, TSMC's SVP and co-COO Cliff Hou has responded to the situation around […]

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Intel has decided to tap into the ASIC and design business as its next major venture, and according to the latest comments by CEO Lip-Bu Tan, the effort will play a crucial role in the firm's operations. Intel's ASIC Business Could Turn The Firm's Foundry Into a 'Complete Package', Making it a Compelling Option For Big Tech For those unaware, Intel had recently announced the creation of the Central Engineering Group (CEG) to consolidate all the engineering talent within the firm into a single division. And this would give "more power to the engineers" onboard. The department is headed by […]

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Well, Anthropic's latest deal with Google Cloud is probably something we should've seen coming, considering the firm's enmity with NVIDIA, and how Jensen sees Google's TPUs as a 'formidable' ASIC rival. Anthropic's Latest Deal With Google Cloud Marks The Biggest External Adoption of TPUs For those unaware, Anthropic has recently announced its intention to expand its computing power by entering into a deal with Google Cloud, which will focus on employing up to one million TPU chips, marking the largest deal secured by Google for its custom AI chips. Anthropic, in this deal alone, would have access to "over a […]

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Intel's CFO has revealed promising development around the 14A process, which is the firm's chip that will target external customer adoption on a much larger front. Intel's 14A Process Is Being Sampled By Potential Clients With Each Milestone, Implying Massive Interest Around the Chip For those unaware, Team Blue recently showcased the 18A node, which was met with a lot of optimism from the industry, mainly due to the chip's impressive PPA figures, along with the integration in products like Panther Lake. However, for Intel's foundry division, the 14A chip is the product that will decide the 'future' of the […]

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One of the more important aspects revealed by Intel at the recent earnings call was the massive demand the firm witnesses in both the server and client CPU segments, a trend that is expected to continue next year as well. Intel's DC Segment To See Massive Growth, Driven By Adoption of the 'Xeon' Server CPU Platform Intel's Q3 earnings call was met with massive optimism in the industry, mainly because CEO Lip-Bu Tan and CFO David Zinsner delved into one of the most crucial aspects of the AI supply chain: overall production volume. Speaking with Barron's, CFO David Zinsner revealed […]

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