TSMC's cutting-edge chip processes are expected to become more expensive moving forward, as the firm is factoring in a price hike for mainstream nodes. TSMC's 3nm & Beyond Chips Could Cost a Lot More to Customers, But the Firm Would Still See Massive Demand in the Future The demand for semiconductors worldwide is at its peak right now, driven by the AI frenzy and, of course, the consumer upgrade cycle within the mobile industry. In the midst of all this, TSMC is getting the spotlight when it comes to fulfilling chip demand, as the Taiwan giant has reported 100% utilization […]

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Microsoft's Satya Nadella has revealed the situation regarding the firm's AI GPU arsenal, claiming that there isn't enough space or energy available to bring additional compute power onboard. Microsoft's CEO Reveals That NVIDIA's AI Chips Are "Lying in the Inventory", Since There's No Space For Them In Datacenters Recently, a thesis has emerged suggesting that NVIDIA and the AI industry will ultimately reach a point where there's excess computing, or the per-unit compute achievements gained by employing AI chips won't be sustainable for Big Tech. Commenting on NVIDIA's CEO mentioning about excess compute being 'non existent' for the next two […]

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Well, the famous YouTuber PewDiePie has been found 'tinkering' with AI in a rather unique fashion, creating his own AI service that uses Chinese open-source models with NVIDIA's GPUs. PewDiePie Actually Managed to Let AI Models Talk To Each Other, And Interestingly, They Colluded Against Him It seems like Felix has a knack for running AI models locally on machines, and we are surprised to see his expertise around this particular venture, to say the least. In a new video, PewDiePie dives into how he leverages PCIe burification to essentially create a 10-GPU 'mini-datacenter', which he later utilized for a […]

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NVIDIA's entry into China is stalled by Beijing's reluctance to adopt American AI technology, as the nation appears to prefer relying on its domestic alternatives. NVIDIA's B30A 'Blackwell' Chip Claimed to Feature Half the Actual Architectural Performance, Leading to Avoidance of China Well, the NVIDIA-China saga isn't ending anytime soon. While there were recent hopes for a breakthrough regarding the Blackwell chip, it appears that the deadlock originates from Beijing, rather than the Trump administration. According to CNBC Correspondent Kristina Partsinevelos, it is reported that President Trump has put the matter of NVIDIA and China between the two parties alone, […]

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Intel is reportedly eyeing a major acquisition under its new leadership, with a potential takeover of the AI startup SambaNova, which could prove massive for the firm's AI ambitions. Intel's Potential SambaNova Acquisition Would Equip the Firm With an Independent End-to-End AI Ecosystem Well, for those unaware, Intel is in talks to acquire the AI firm SambaNova, and it has contacted bankers to arrange the financial means for the transaction, according to a report by Bloomberg. The selection of SambaNova here tells us a lot about what to expect from Intel and AI moving forward. However, it has been revealed […]

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NVIDIA's CEO Jensen Huang has made an interesting statement about their market share in China, claiming that it fell drastically during the Biden adminstration. NVIDIA's CEO Is Optimistic About Getting Back Into China's AI Market, But So Far, There Is No Progress Well, NVIDIA's China AI market has been under uncertainity for quite some time now, considering the restrictions the firm has faced under both the Biden era and the current administration. With the Ampere and Hopper lineups in particular, Team Green didn't face many issues with China, as the A100 and H100 AI chips were being supplied to Beijing […]

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Samsung has secured a crucial 'HBM4 supply' deal with NVIDIA, as both firms announce their collaboration on cutting-edge technologies to drive the AI hype. Samsung's HBM4 Modules Manage to Surpass JEDEC Processing Speed Standards, Leading to a Pivotal Adoption By NVIDIA The Korean giant has achieved a massive feat with its upcoming HBM4 technology, as the firm becomes one of the first manufacturers to secure a supply for NVIDIA. In an announcement around the recent Samsung-NVIDIA deal, it is revealed that HBM4 is going to be a crucial part of the partnership, and more importantly, the Korean giant has verified […]

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Intel's former CEO, Pat Gelsinger, has shared his thoughts on NVIDIA producing the first Blackwell chip wafer in the US, expressing his pleasure with the pursuit of American manufacturing. Intel's Pat Gelsinger Supports NVIDIA's Efforts to Bring Advanced Product Manufacturing to the US This marks one of the rare occasions where Gelsinger has actually appreciated NVIDIA's efforts in the AI segment, as, based on some of his past remarks about the firm, Team Green didn't align with what Intel's former CEO had expected from AI. On a post on X, Pat Gelsinger expressed appreciation for NVIDIA's efforts to bring manufacturing […]

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NVIDIA's Jensen Huang is currently in South Korea for the APEC summit, and it seems he is having a pretty interesting day, spending time with his 'executive friends' at Samsung and Hyundai. Jensen Got a 'Little Too Comfortable' In His Visit to Korea, After Delivering the GTC 2025 Keynote This week has been a jam-packed one for NVIDIA's CEO, as Jensen delivered one of the most important keynotes of his career and then took a flight straight to South Korea for the APEC summit, where he met with Samsung's Chairman Lee Jae-yong and the President of Hyundai Motors, Chung Eui-sun. […]

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NVIDIA's market capitalization has reached a record high of $5 trillion after Jensen's recent GTC announcements, suggesting that the AI hype still has a lot of 'juice' in it. NVIDIA's GTC Announcements & Potential China Breakthrough Led the Push Towards the $5 Trillion Club We have watched NVIDIA evolve from humble beginnings, especially as gamers, over the past few years. Team Green was initially all about consumer GPUs, which were the talk of the town. However, since the advent of AI, NVIDIA has established a foundational position in providing the necessary computing power to Big Tech, being responsible for a […]

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Although Valve's Steam Deck is relatively old compared to mainstream handhelds, it remains a capable device that supports several AAA titles. However, to 'supercharge' your experience, Dockcase has introduced their newest Chizha Mount Ling Dock for Steam Deck, and they were kind enough to send us an 'exclusive' review sample. After testing the dock for several days, I must say, it is indeed an accessory that every Valve fan out there should own, since it really brings in 'valuable' benefits and add-ons. Steam Deck Chizha Mount Ling Dock - LAN Support, Extra M.2 SSD Slot & Futuristic Design Since the […]

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NVIDIA's Jensen Huang initially gave an optimistic statement about the revenue from the Blackwell and Rubin AI lineups; however, the firm's finance team has since clarified it. NVIDIA's Jensen Huang Got a "Little Too Excited" While Quoting the Optimism Around Blackwell + Rubin AI GPUs NVIDIA's GTC 2025 conference was full of exciting announcements by Jensen & Co., but more importantly, the firm provided an outlook on how its recent Blackwell lineup and the upcoming Rubin series are expected to perform on the revenue front. At the GTC keynote, NVIDIA's CEO revealed that Blackwell and Rubin alone are anticipated to […]

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It seems like the US chip industry is going through a 'massive' revolution, and with that, a startup, Substrate, has decided to tap into the lithography segment, which ASML heavily dominates. Substrate Intends to Utilize X-Rays Over EUV For Lithography, Claiming It To Be a Cheaper Alternative When it comes to chip lithography equipment, the US is entirely dependent on companies like ASML, as the nation lacks a domestic technology that can rival the Dutch chipmaker. However, in a new report by Bloomberg, it seems like there's a startup by the name of 'Substrate' out there that plans to end […]

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NVIDIA's market position in China could see a significant boost following the Trump-Xi meeting, as President Trump hints at discussing 'Blackwell' AI chips for Beijing. NVIDIA's Blackwell AI Chip Will Be a Topic of Discussion Under Trump-Xi Meeting, With a Potential Breakthrough in Sight The Chinese market has been a significant challenge for Jensen Huang since the US-China trade hostilities, and now, it seems like there might be a sigh of relief on the horizon for NVIDIA. According to a report by Bloomberg, President Trump has suggested discussing NVIDIA's Blackwell AI chip with the Chinese counterpart, indicating that chips could […]

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NVIDIA has announced a surprise partnership with Nokia to bring 6G connectivity by utilizing the firm's new AI-RAN products, involving Grace CPUs and Blackwell GPUs. NVIDIA's Collaboration With Nokia Allows Merging CUDA & Computing Tech With Existing RAN Infrastructure Team Green has managed to integrate AI into everything mainstream, and it seems that the telecommunications industry is now expected to benefit from the next wave of AI's computing capabilities. At the GTC 2025 keynote, NVIDIA's CEO announced a pivotal partnership with Nokia, formally entering the race for achieving 6G connectivity through a new suite of AI-RAN products combined with Nokia's […]

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President Trump is expected to meet with NVIDIA's CEO, Jensen Huang, during his visit to South Korea, where he will congratulate him on the firm's recent achievements. President Trump Will Congratulate NVIDIA On Producing The First Blackwell Chip Wafer In the US Well, the timing of a meeting between President Trump and Jensen Huang is indeed a 'massive' coincidence, to say the least, especially since both the US and China have agreed on a trade deal framework, which is expected to reduce hostilities between the two nations. While speaking with business leaders in Tokyo, Japan, President Trump announced his meeting […]

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TSMC's former SVP, known for his key role in driving the Taiwan giant's chip technologies, is reportedly being pursued to join Intel Foundry, which could be a significant hiring move for Team Blue. Intel's Pursuit of TSMC's Former Executive Shows the Firm's 'Hunger' Towards a Comeback in the Chip Industry Intel has been scaling up its chipmaking ambitions since the change in leadership, and under CEO Lip-Bu Tan, the foundry division has vowed to gain recognition in the semiconductor industry. Structural changes are being made within the department, including adjustments to the management hierarchy and the approach towards specific chip […]

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Intel's CEO, Lip-Bu Tan, has discussed the stake taken by the US government in the company, claiming that it was a necessary step to ensure that the American chipmaker could compete with Taiwan's TSMC. Intel's CEO Also Tells Specifics About His Meeting With President Trump, Calling It a Massive Success Well, the interest from the Trump administration in Intel was indeed a surprise for many of us, but for CEO Lip-Bu Tan, this initiative was "good to have", as he claims that it is similar to how Taiwan supports TSMC or South Korea backs the likes of Samsung Foundry. In […]

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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 […]

Read full article at https://wccftech.com/tsmc-claim-rare-earths-supply-chain-is-steady-in-the-shorter-term-but-warns-about-future-risks/

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 […]

Read full article at https://wccftech.com/anthropic-has-turned-up-the-heat-on-nvidia-with-the-latest-google-tpu-deal/

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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