The startup xLight, led by former Intel CEO Pat Gelsinger, has secured a $150 million federal award under the CHIPS Act. The company aims to revolutionize chipmaking with a new laser technology, but faces huge hurdles integrating with industry giant ASML.
Intel’s Arc GPUs have finally registered on the market share radar, capturing 1% of the add-in board market. The overall market saw unusual “panic buying” in Q3 2025, driven by tariff fears, with AMD’s share ticking up to 7% against NVIDIA’s 92%.
Taiwan’s economy is experiencing its strongest growth in years, powered by surging demand for AI hardware. The country just raised its 2025 growth forecast to 7.37% – the fastest pace since 2010. This AI-driven boom is creating a major divergence between tech exports and domestic consumption.
Huawei’s upcoming Kirin 9030 chipset has appeared in Geekbench 6 benchmarks with disappointing results. The processor shows performance gaps of up to 346% compared to Apple’s A19 Pro and Qualcomm’s latest offerings. Despite moving to a 9-core design, the chip struggles to compete.
Taiwan’s tech minister says the US won’t impose punishing tariffs on its semiconductor sector. Instead, Taiwan will share its industrial science park expertise and commit to massive US investments. The deal protects Taiwan’s vital chip industry while helping America rebuild its manufacturing capacit
Nvidia just reported stronger-than-expected Q3 2026 financial results, crushing concerns about an AI slowdown. The chipmaker’s performance is lifting the entire semiconductor sector in premarket trading today.
Nvidia just delivered another stunning earnings beat with revenue surging 62% to $57.01 billion. Even more impressive, the company guided to $65 billion next quarter, beating both consensus estimates and the higher “whisper numbers” circulating among institutional investors. The results suggest the
GlobalFoundries is acquiring Singapore-based Advanced Micro Foundry to significantly expand its silicon photonics portfolio. The deal aims to address growing demand from AI data centers and communications infrastructure.
AMD is reportedly warning its partners about another round of GPU price increases driven by memory cost pressures. The AI sector’s massive demand for HBM and server DDR5 is creating shortages across the memory market. This comes just as GPU prices were finally normalizing for gamers.
NVIDIA and Arm are expanding their partnership to bring NVLink Fusion support to Neoverse AI data center platforms. This high-bandwidth interconnect technology promises to remove memory and bandwidth bottlenecks that limit AI performance. The move comes as Arm Neoverse is projected to reach 50% hype
