Veteran investor Mark Urquhart calls Nvidia the “Hermès of the chip market” while doubling down on TSMC and ASML. The Baillie Gifford partner has held these positions for nearly a decade and thinks in decades-long timeframes.
Oxford Instruments is supplying plasma processing equipment for Coherent’s industry-first automated 6-inch indium phosphide wafer fabs. The expansion in Texas and Sweden will dramatically increase capacity for AI data center and telecom applications. This move supports the critical transition from 8
OpenAI has partnered with nearly every major computing firm except Intel. Analysis suggests Intel’s current AI chips simply don’t meet OpenAI’s demanding performance requirements for AGI development.
Chinese tech giant Baidu has unveiled two new AI processors and large-scale computing systems targeting inference and training workloads. The M100 chip optimized for inference launches in early 2026, followed by the M300 for training massive models in 2027. Baidu is building “supernode” clusters com
Samsung’s locked into Qualcomm chips through 2030, and the Snapdragon 8 Elite Gen 5 costs a staggering $240-280 per unit. That’s forcing painful cost-cutting measures like bigger selfie camera holes and thicker bezels on the Galaxy S26 Ultra.
Apple is reportedly preparing M5 Pro, M5 Max, and M5 Ultra chipsets for launch in the first half of 2026. These powerful processors will drive updated MacBook Pro and Mac Studio models, potentially featuring customizable CPU and GPU core configurations. The M5 Ultra is specifically targeted for a Ma
Copper wiring that connects transistors on microchips is hitting physical limits at 15nm widths. The resistance becomes so high that signals travel 20 times slower than transistors can switch. Researchers are exploring topological semimetals that actually conduct better as they shrink.
Apple is reportedly developing an M5 Ultra chip for the Mac Studio, targeting a 2026 release. This follows the company’s decision to skip an M4 Ultra variant entirely. The chip will likely power both Mac Studio and Mac Pro updates.
AMD delivered record quarterly revenue of $9.2 billion, driven by sharp increases in CPU and Instinct GPU sales. The company also deepened its partnership with OpenAI, which could generate over $100 billion in revenue over the next few years.
AMD’s latest Zen 5 processors are dealing with a critical security vulnerability in their random number generation. The bug causes the chips to return predictable zeros instead of truly random numbers about 10% of the time. Fortunately, patches are already rolling out and should reach all affected s
