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Category: Semiconductors

AMD’s 2026 AI Chips Are Here, But It’s a Minor Refresh
AIHardwareSemiconductors

AMD’s 2026 AI Chips Are Here, But It’s a Minor Refresh

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.

by Darren HoltJanuary 6, 2026
Apple Locks Down NAND, Gets a Deal on TSMC’s 2nm Chips
HardwareManufacturingSemiconductors

Apple Locks Down NAND, Gets a Deal on TSMC’s 2nm Chips

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.

by Natalie BrooksJanuary 6, 2026
Ambarella’s New CV7 Chip Aims to Dominate Edge AI Vision
AIHardwareSemiconductors

Ambarella’s New CV7 Chip Aims to Dominate Edge AI Vision

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.

by Darren HoltJanuary 5, 2026
Foxconn’s AI Boom: A 22% Revenue Surge Tells the Real Story
HardwareManufacturingSemiconductors

Foxconn’s AI Boom: A 22% Revenue Surge Tells the Real Story

The world’s largest contract manufacturer just posted blockbuster quarterly results, smashing analyst forecasts. The driver? The relentless, capital-intensive buildout of AI data centers.

by Natalie BrooksJanuary 5, 2026
India’s OSAT Players Say They Can Compete on Price Now
ManufacturingSemiconductorsTechnology

India’s OSAT Players Say They Can Compete on Price Now

India’s first wave of OSAT companies is shifting from building capacity to claiming price competitiveness. Meanwhile, Chinese EV makers have captured nearly a third of the Indian market in a surprising shift.

by Darren HoltJanuary 5, 2026
How India’s Consumer Economy Is Beating Trump’s Tariffs
AISemiconductorsStartups

How India’s Consumer Economy Is Beating Trump’s Tariffs

According to a WSJ report, India is weathering President Trump’s 50% tariffs by turbocharging its domestic consumer economy. With consumer spending making up three-fifths of GDP, tax cuts and rate cuts are insulating the country, even as trade talks with the U.S. remain deadlocked over agriculture.

by Darren HoltJanuary 2, 2026
NVIDIA’s New AI Rack Crushes AMD by 28x, Report Says
AIHardwareSemiconductors

NVIDIA’s New AI Rack Crushes AMD by 28x, Report Says

In the race for AI inference dominance, a new report highlights a staggering performance gap. NVIDIA’s Blackwell-based GB200 NVL72 racks are shown to massively outperform AMD’s current best, reshaping the economics of running large AI models.

by Natalie BrooksJanuary 1, 2026
ARTERY Tech Bets on Drones and AI Chips for 2026 IPO Push
HardwareSemiconductorsStartups

ARTERY Tech Bets on Drones and AI Chips for 2026 IPO Push

ARTERY Technology is gearing up for a Taipei Exchange listing in late January 2026. The MCU supplier is pivoting to performance-driven applications like drones and edge AI to escape margin pressure in China’s crowded low-end market. Its strategy hinges on developing more advanced 28nm chips.

by Darren HoltDecember 30, 2025
Foxconn’s China Playbook Lands in India as Chip Partnerships Deepen
HardwareManufacturingSemiconductors

Foxconn’s China Playbook Lands in India as Chip Partnerships Deepen

Foxconn is replicating its massive Chinese factory-city model in India, hiring tens of thousands for iPhone production. At the same time, Japanese semiconductor firms Rohm and AOI Electronics are forming key manufacturing partnerships with Indian companies like Tata and Kaynes.

by Natalie BrooksDecember 29, 2025
Asus Says No to Making RAM, So the Shortage Continues
HardwareManufacturingSemiconductors

Asus Says No to Making RAM, So the Shortage Continues

A rumor claimed Asus would start selling its own RAM by the second half of 2026 to combat ongoing shortages. The company has now flatly denied those plans, stating that building a memory chip factory is a multi-year, high-risk endeavor that wouldn’t solve the current supply crisis.

by Natalie BrooksDecember 27, 2025

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