Naga Chandrasekaran promoted to Chief Technology and Operations Officer as well as the general manager of Intel Foundry responsible for development of advanced process technologies and day-to-day operations.

Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform.

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

SambaNova says its SN50 AI accelerator platform is about five times faster and three times more efficient than Nvidia's B200. In addition, the company signs a pact with Intel to offer Xeon-based AI systems to enterprises and governments.

ASML to use a new CO2 laser system and tin droplet generator to increase EUV light source performance to 1000W and lithography tool productivity to 330 wafers per hour in 2030 and beyond.

Anthropic claims DeepSeek, Moonshot, and MiniMax made 16 million exchanges using 24,000 fraudulent accounts to advance their models using Claude.

Intel's confirms 'Unified Cores' project in a job listing, but actual CPUs with these unified cores could be years away.

Recent trade statistics indicate that Taiwan now supplies more goods to the U.S. than China does, but this is only a part of the picture, as Taiwan is rapidly increasing its exports to everywhere in the world.

Contrary to what Elon Musk and Jeff Bezos say, orbital data centers will not make sense any time soon, believes Sam Altman.

Prices of some 32 GB DDR5 memory kits in Europe are dropping.

Intel's Core 200E-series 'Bartlett Lake' CPUs to offer up to 12 cores at a 125W TDP, according to a leak.

Lenovo warns partners of price hikes on client and server devices, advising them to place orders early to order at current prices.

Microsoft's Project Silica now explores two different methods to store data on glass medium, but neither is close enough for commercialization.

Despite broad industry support, UALink's adoption may be slowed by the absence of several features like In-Network Collectives and the 128G PHY spec.

After 10 years and hundreds of billions of investments, China's semiconductor supply chain is still decades behind chip supply chain in America and Taiwan.