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.
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.
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.
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.
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.
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.
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.
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.
