Intel & AMD are facing severe shortages of CPUs, prompting a global disruption in PC and industrial segments, driving costs further up. Intel & AMD CPU Prices Surged By 15% As Supply, Not Prices, Led To Severe Shortages Currently, the global CPU market is witnessing massive shortages. We have already shared how CPUs are the next component that will be affected by the Agentic AI frenzy. The relation between enterprise and client processor shortages is very simple. AI is the bigger market now, and production lines need to be prioritized to keep up with the demand. Hyperscalers and cloud providers […]

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Big Chinese manufacturers such as YMTC & CXMT have started what they are referring to as "Epic Expansion" to address memory supply constraints in the DRAM & NAND segments. YMTC & CXMT Are Leading The Charge in China With "Epic Expansion" Plans To Address Memory & DRAM Shortages With DRAM & NAND shortages continuing and showing no signs of ending, leading Chinese firms, which include YMTC and CXMT, have taken charge to address supply constraint issues with major expansion plans several billions of dollars. These plans are part of a major undertaking being referred to as "Epic Expansion," in which […]

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NVIDIA is reportedly going to fill the budget gaming GPU gap with its RTX 3060 12 GB in June as the RTX 5050 gets pushed back. NVIDIA RTX 5050 9 GB Faces Short Delay, But Budget Gaming Gap To Be Filled By RTX 3060 12 GB GPU According to recent reports that we covered, NVIDIA was preparing a brand new variant of its entry-tier GeForce RTX 5050 graphics card. The new graphics card is expected to retain the same GPU specs as the original RTX 5050 but will feature a different memory configuration, featuring 9 GB VRAM and a 96-bit […]

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UMC has just announced a price adjustment for its chipmaking business, leading to higher wafer prices as demand continues to exceed supply. UMC Officially Announces Wafer Price Hike, Commencing In The Second Half of 2026 Taiwanese semiconductor manufacturer, UMC (United Microelectronics Corporation), has announced in a letter that the company will implement a wafer price adjustment in the second half of 2026. The adjustment reflects the continued efforts to enhance manufacturing efficiency and investments in the technology and capacity to ensure "high-quality" wafer supply. The move comes as the company has revealed increased demand across a broad range of applications […]

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Samsung will be rolling out a new HBM memory design every new year instead of two as it tries to catch up with rising AI demands. AI Super Cycle Pushes Samsung To Move From 2-Year HBM Memory Development Cycle To 1-Year HBM is an integral part of various accelerators that are powering the AI ecosystem. Samsung is one of the vital players in the HBM and DRAM segment, & aims to shorten its development cycles drastically to align itself with the growth trajectory in the AI segment, reports Korean outlet Busan. For years, Samsung has been developing new HBM standards […]

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Recent chatter suggests that AMD has secured a major AI customer deal with its upcoming Instinct MI450 GPU accelerators. Supply Constraints Push Anthropic To Sign A Major Deal With AMD, Will Be Leveraging Next-Gen Instinct MI450 GPUs Given the tightness surrounding the industry's supply chain, major AI players are looking to fulfill their infrastructure requirements from various firms. AMD is aware of this opportunity and has already hinted at multiple "Open-AI" scale customers that are lined up for its existing and upcoming Instinct AI accelerators. The company has OpenAI & META already onboard, with the latter signing a 6 Gigawatt […]

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Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry, as the company continues to build its A-Team in the semiconductor business. Shawn Han of Samsung Foundry Joins Intel Foundry, Bringing Years of Semiconductor Experience The announcement was made by Intel Executive Vice President, Naga Chandrasekaran, on LinkedIn, and shared by the Intel Foundry handle on X. In the post, Naga announced that Shawn Han has joined Intel & will serve in a leadership position as the Senior Vice President and General Manager of Foundry Services. Shawn begins his role from May this year, and the important part […]

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TSMC, in its Q1 2026 earnings call, talked a bit about Intel as a competitor in the foundry business while stating the benefits of its A14 process node. TSMC Posts Record Revenues But Acknowledges Its Competitors & Their Respective Technologies Good For The Industry For Q1 FY26, TSMC is reporting a revenue of $35.9 billion, up 6.4% Q-Q. During the earnings call, TSMC's Chairman and CEO, C.C. Wei, highlighted the company's current foundry ventures, updates on upcoming nodes, and also stated what he thinks about the competition & the situation regarding the current supply chain. Starting first with Intel, and […]

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As the AI industry enters the maturity phase, traditional terms have become outdated, which is why NVIDIA suggests that the new ways to think about AI TCO should be evaluated based on "Cost Per Token". NVIDIA Wants Everyone To Rethink AI TCO With "Cost Per Tokens" Metric Tokens are the single most important metric for AI. While yesterday's data centers were evaluated on their raw computing power, today's AI factories are evaluated on their token output. But it's not important for who does the most tokens, efficiency and cost are still the values that matter the most. That is why […]

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AMD confirms that its 6th Gen EPYC Verano CPUs will be the first to utilize SOCAMM2 memory, further expanding its perf/W AI solutions. AMD Confirms SOCAMM2 Memory Support With 6th Gen EPYC Verano CPUs, Tightening The DRAM Supply Chain Even More Last year, AMD confirmed its next-gen EPYC Verano CPUs for AI at rack scale. These chips will be coupled with the company's next-gen MI500 accelerators and will come together using Vulcano interconnect. At the time, AMD didn't disclose much, and the first impression was that Verano would likely use Zen 7 cores. But that isn't the case, as AMD […]

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Intel has just launched its highly anticipated Wildcat Lake "Core Series 3" SoCs, designed for everyday PCs & a strong competitor to MacBook Neo. Intel Wildcat Lake vs Apple MacBook Neo Laptop Battle Is Something To Look Forward To As Chipzilla Brings Panther Lake's Goodness To Mainstream Users The Panther Lake "Core Ultra Series 3" lineup took the laptop market by storm, offering unprecedented levels of efficiency, battery times, and graphics performance. While the laptop designs were great, these products were mainly positioned in the high-end category with only a few options within the sub-$1000 segment. Then came Apple's MacBook […]

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Pragmata is the newest Path Traced title on PC, delivering great visuals and lovely performance with Capcom's RE Engine. Capcom's PRAGMATA is another impressive path-traced title, Looks Beautiful & Runs Really Well on Most GPUs Capcom has come along with its RE Engine since the release of Resident Evil 7, which was a make-or-break game for the developer. Since then, the RE Engine has seen major updates with every new game release. Resident Evil 2 Remake gave us the first taste of RE Engine's Ray Tracing capabilities, and those evolved over the course of future titles, with Resident Evil 4 […]

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An independent Valve contractor has just assigned themselves the most daunting task yet: to make gaming viable on 8 GB GPUs. With A Simple Trick, Valve Contractor Unlocked Smooth Gaming On 8 GB GPUs Gaming on low-end GPUs, especially with 8 GB VRAM, is becoming harder and harder. With the majority of games releasing in unoptimized states these days, and the vast majority of PC gamers going for budget hardware as PC component prices rise, PC gaming is becoming hardware for the general audience. But it looks like someone who shares the same feelings as gamers these days has developed […]

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Intel's existing and future CPU sockets will offer AMD-like support and longevity, this is the claim from leading insider, Jaykihn. Intel Doubles Down On Desktop CPU Socket Longevity, Future Sockets To House Multiple Generations While Also Releasing Refreshes on Existing Ones Chipzilla's new client team has started to rethink its desktop strategy. This much was made evident in the latest statements from Robert Hallock. And it looks like insiders also agree that the blue team is going with this approach. As per Jaykihn, Intel's CPU socket is similar to AMD in the sense that they don't technically end socket support […]

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China's premier chipmaker, Hygon, has disclosed its plans for six chips designed for the domestic tech market, including the next-gen C86 CPU. Hygon's Next-Gen C86 CPUs To Tackle Intel's Latest Xeon, Bringing a Double-Digit IPC Boost, SMT4 Support & AVX512 Instructions Hygon, based in Beijing, China, has been hard at work producing high-quality chips for the domestic markets. Their previous C86 solutions, designed in collaboration with AMD, have seen major interest by domestic players, and now, the next-generation C86 processor development is underway. In its latest report, Hygon has shared plans to develop six chips that will be offered to […]

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A user who bought an AMD Ryzen 9 9950X3D CPU from Amazon has discovered that he only got a CPU heatsink lid & is missing the whole CPU underneath. This User Thought He Secured A Great Deal On An AMD Ryzen 9 9950X3D CPU From Amazon, But Didn't Turn Out To Be So Lucky We have covered several Amazon-related scams in the past, about how buyers who thought they got fantastic deals, turned out to be the complete opposite. From missing GPUs to bricks and sands in boxes. The latest user who seems to have been affected has a different […]

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Latest details suggest that Intel is weeks away from unveiling details on Elon's Terafab chipmaking project, which is set to reshape the industry. Elon Musk's TeraFab Project Is Taking Shape As Intel Is All Set To Unveil Its Plans In A Few Weeks Dylan Martin of CRN has shared an interesting scoop related to Elon Musk's Terafab project, which is being built in partnership with Intel. Intel plans to disclose to staff the “scope and nature” of its involvement with Elon Musk’s ambitious “Terafab” chip manufacturing project in the “coming weeks,” according to a memo its CEO, Lip-Bu Tan, sent […]

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NVIDIA has officially announced its GTC Taipei 2026 keynote, where CEO Jensen Huang will take the stage to unveil next-gen AI breakthroughs. NVIDIA To Host Its Own Special GTC Taipei Keynote Ahead of Computex, Will Focus on AI, But Consumer Updates Also On The Table Well, NVIDIA has finally confirmed that it's coming to Taipei in June, and will be hosting a special GTC Taipei keynote just like last year, hosted by CEO Jensen Huang. NVIDIA's appearance in Taipei during Computex 2026 was never in doubt, but we were waiting for an official confirmation, & now that has finally happened. […]

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NVIDIA CEO has stated that even if AI didn't exist, his company would've still been huge, but says that he is happy for the fact that AI is a reality. NVIDIA CEO Talks AI, Competition, China, & Supply Chain Moat In Podcast, Says Accelerated Computing Has Been Their Secret Sauce In a podcast with Dwarkesh Patel, NVIDIA CEO Jensen Huang talked about several aspects of the company. He emphasized NVIDIA's strategy in becoming a global AI superpower, while also talking about the various aspects, such as the tightening competition from ASICs, the role of China, and the supply chain moat. […]

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Intel's Xe3P graphics architecture will focus on Crescent Island discrete GPUs for AI & Workstation, while missing out on the Arc gaming family. Intel Xe3P Goes Pro & AI With Crescent Island Discrete GPUs, Arc Gaming Lineup Missing In Action Intel's Xe3 GPU architecture has been phenomenal for Panther Lake CPUs, and as the blue team continues to develop its graphics architectures, there's some good news and bad news for the next-gen discrete GPU family. According to Jaykihn, Intel's Xe3P, the successor to Xe3, will feature discrete GPU options. These graphics series will be branded under the Crescent Island lineup. […]

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