AXT has lowered its Q4 2025 revenue forecast, blaming fewer-than-expected export permits from China for its indium phosphide substrates. The company, however, insists underlying demand is strong and is planning a major capacity expansion.
New leaks suggest NVIDIA is planning its GeForce RTX 60 series, codenamed “Rubin,” for a launch in the second half of 2027. The lineup is expected to use the GR20x family of GPUs, following the pattern set by the current Blackwell generation. However, with the RTX 50 series still in flux, this is al
Nvidia has launched its next-generation Vera Rubin platform for AI data centers. The system is built around six pieces of silicon, with a heavy emphasis on networking hardware to keep massive AI clusters running.
Nvidia has kicked its next-generation AI hardware into high gear. CEO Jensen Huang confirmed at CES that the Vera Rubin platform, a suite of six new chips, is now in full production. The superchips are slated to hit the market in the second half of 2026.
The AI infrastructure boom is causing a severe memory chip shortage. Chipmakers are prioritizing high-margin server DRAM, leading to massive price hikes that will hit PC and smartphone markets hard.
AMD has announced its 2026 lineup of Ryzen processors for laptops and desktops. According to a report, these are largely mild refreshes of existing chips, with only small clock speed and memory improvements to differentiate them.
AMD announced its Ryzen AI 400 series for laptops and new Ryzen Max+ APUs aimed at gamers at CES 2026. The star for desktops is the Ryzen 7 9850X3D. The updates seem solid but surprisingly subdued.
AMD is expanding its Ryzen AI Max series with two new chips for 2026. They won’t beat the top model but give PC makers more options for different price points. The focus remains on integrated AI power and compact designs.
AMD is pushing its all-in-one chip design with new Ryzen AI Max+ processors while also catering to hardcore gamers with a more affordable Ryzen 7 9850X3D. Both chips are slated to ship in the first quarter of 2026. The moves show a company confident in attacking multiple high-performance segments at
Intel has unveiled its next-generation Panther Lake mobile processors, the Core Ultra Series 3. The company is promising major performance and efficiency gains, with the first PCs set to arrive on January 27.
