A new report suggests Apple’s upcoming high-end chips will compete directly with NVIDIA for TSMC’s advanced packaging capacity. This bottleneck could push Apple to diversify its chipmaking partners, with Intel’s 18A-P process already being evaluated for 2027. The fight for manufacturing resources is
AMD’s SVP Rahul Tikoo claims their upcoming Strix Halo “Ryzen AI Max” processors will outperform Intel’s Panther Lake with its 12-core Xe GPU. He accuses Intel of comparing their highest-end part to AMD’s mid-range. However, the high cost of Strix Halo systems could leave the mainstream market wide
Nvidia is changing its payment terms for Chinese clients ordering its powerful H200 GPUs. Customers must now pay the full amount upfront and cannot cancel orders or request refunds, a stark departure from previous deposit-based policies.
SanDisk’s stock is on an unbelievable tear, fueled by AI-driven memory demand and a nod from Nvidia’s Jensen Huang. The surge raises serious questions about market rationality and speculative fervor in the tech sector.
Samsung’s marketing leader, Wonjin Lee, issued a stark warning at CES 2026. He stated that AI-driven demand for high-bandwidth memory is creating a scarcity that will force the company to raise prices on its products. This marks a major shift from the company’s more cautious stance just a month earl
China is investigating imported dichlorosilane, a chemical gas used in chipmaking, from Japan. The probe follows a 31% price drop and comes amid rising political tensions over Taiwan.
A European consortium has unveiled a laser-based process to integrate graphene directly onto silicon wafers. This could be the key to finally using 2D materials in commercial chipmaking.
AMD has unveiled its next-generation Ryzen AI 400 Series processors, headlined by the “fastest-ever gaming” Ryzen 7 9850X3D. The chips promise up to 60 TOPS of AI performance for Copilot+ PCs, with systems arriving in Q1 2026.
Apple has reportedly secured its NAND memory supply through early 2026 and negotiated a good deal with TSMC for its next-generation chips. This means the cost of the future A20 processor might only rise about 30%, not the 80% some feared.
Ambarella has launched its CV7 edge AI vision system-on-chip, boasting over 2.5x the AI performance of its predecessor. Built on Samsung’s 4nm process, it targets everything from 8K consumer products to industrial automation.
