Intel's Nova Lake (NVL) CPU lineup is set to be one of the company's next big offerings in the desktop CPU segment, and given its market position in the client CPU segment, it is indeed necessary for Intel to nail this release. Nova Lake has been discussed for several years now, even by former CEO Pat Gelsinger, so we do know the company is making significant efforts with the lineup. When we talk about discussions around Nova Lake, it appears that Intel plans to completely revamp the architectural design by changing tile configurations in a way that the company has […]

Read full article at https://wccftech.com/roundup/intel-nova-lake-s/

We have talked extensively about memory shortages, guiding gamers throughout the buildup to the situation, but when it comes to markets influenced by them, well, one of the most influential is, of course, the GPU industry. This isn't the first time we have seen the consumer GPU industry directly influenced by a so-called technological buildup, as crypto-mining brought a similar situation, but with AI, the dynamics are entirely different. Gamers are curious about how the AI buildout directly affects consumer GPU supply, given that several elements of the PC supply chain haven't yet been discussed. We'll dive deep into the […]

Read full article at https://wccftech.com/roundup/nvidia-amd-future-gpu-roadmap/

HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out. Western Digital's Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about DRAM and NAND before, but it appears HDDs are also in significant demand: according to WD's CEO, Irving Tan, the manufacturer's entire capacity for this year is booked out. Speaking at the Q2 earnings call, Tan revealed that the focus has been on developing products that […]

Read full article at https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

The US and Taiwan have now agreed on an extensive trade framework, and by the looks of it, one of the major aspects of the agreement is to bolster supply chain expansion measures in America. TSMC & Other Taiwanese Suppliers Could See Tariff Exemptions Moving Ahead, Potentially Lowering Expansion Costs The semiconductor buildout in the US is probably the 'largest' ever by foreign entities in modern times, driven by TSMC and others' desire to diversify the chip supply chain to cater to their US customers. At the same time, tariffs have been a major concern for Taiwanese companies' investments, as […]

Read full article at https://wccftech.com/the-us-taiwan-trade-agreement-boosts-investment-climate-for-america-chip-supply-chain/

Cerebras' AI chips have seen their first mainstream adoption by none other than OpenAI, as the AI lab reveals that their latest Codex model has another compute provider alongside NVIDIA. OpenAI Has Managed to Achieve a Shocking 1,000 TPS Output, With Cerebras' Blazing-Fast Bandwidth Well, there has been an NVIDIA-OpenAI saga on the financing front, but it appears that, in the race for compute, OpenAI has taken an interesting route through its earlier partnership with Cerebras. In the company's recent Codex release, it is disclosed that the GPT‑5.3‑Codex‑Spark is powered by Cerebras' AI chips and, more specifically, that the benefit […]

Read full article at https://wccftech.com/openais-latest-codex-model-runs-on-cerebras-infrastructure-hinting-at-a-serious-second-option-for-ai-inference-beyond-nvidia/

One of the major barriers to the adoption of China's DRAM and NAND products was the inclusion of CXMT and YMTC in the Pentagon's Section 1260H list, but in a new update, they have now been moved out. YMTC & CXMT Can Now Participate In US DoW Contracts, But Business With OEMs Isn't Entirely Risk-Free [Update]: The Pentagon has withdrawn the document that suggested updates to Section 1260H, and we haven't seen any updates from the Department of War (DoW) on it yet. [Original]: Well, it appears the prospect of manufacturers sourcing Chinese memory and NAND products has become much […]

Read full article at https://wccftech.com/cxmt-ymtc-removed-from-pentagon-list-opening-door-for-chinese-dram-adoption/

A European chip lab based in Barcelona has developed a computing architecture featuring RISC-V and an Intel process, marking it the first step towards "sovereign infrastructure". BZL's Latest Chip Features "Tenary" Architectures Onboard, To Refine Workload-Specific Performance There's always a debate in the mainstream technology industry about Europe's role in the AI revolution, given that the region has few "independent" ventures that have contributed to the computing race. While we won't go into this debate for now, the Barcelona Zettascale Lab (BZL) has completed an "experimental" build of its Cinco Ranch TC1 chip. According to the lab's report, this marks […]

Read full article at https://wccftech.com/european-chip-startup-pulls-off-working-risc-v-solution-on-the-intel-3-node/