AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

Demand for storage devices is so high that large customers are willing to sign up to five-year long-term supply agreements, according to Sandisk, Seagate, and Western Digital.

Jensen Huang says China has become a lost market for Nvidia due to U.S. sanctions, but warns that America could lose out in a broader AI competition.

Intel details improvements of 18A-P that include higher performance, lower power, reduced variability, improved yields, and more.

TSMC adds support for face-to-face stacking, 6.5 µm and 4.5 µm pitches for the next generation of SoIC 3D stacking.

According to analyst reports, Intel is reducing wafer yield variability to get more useful CPU dies from wafer edges amid AI-driven demand.