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Category: Semiconductors

AMD’s new desktop chips are a direct shot at Apple and Intel
ComputingHardwareSemiconductors

AMD’s new desktop chips are a direct shot at Apple and Intel

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

by Michael TurnerJanuary 6, 2026
Intel’s Panther Lake Chips Are Here, Promising Big Gains
HardwareManufacturingSemiconductors

Intel’s Panther Lake Chips Are Here, Promising Big Gains

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.

by Michael TurnerJanuary 6, 2026
Nvidia’s Rubin AI Chips Are Here, and They’re a Monster
AIHardwareSemiconductors

Nvidia’s Rubin AI Chips Are Here, and They’re a Monster

Nvidia has launched its next-generation Rubin AI chip architecture, which is already in full production. It promises to be 3.5x faster for training and 5x faster for inference than the outgoing Blackwell chips. The race for AI infrastructure just hit another gear.

by Jessica Moore P.E.January 6, 2026
Qualcomm’s Cheaper Snapdragon X2 Chips Are Coming Sooner
ComputingHardwareSemiconductors

Qualcomm’s Cheaper Snapdragon X2 Chips Are Coming Sooner

Qualcomm is launching its more affordable Snapdragon X2 Plus processors, aiming for laptops by March 2026. These chips share the 3nm process and 80 TOPS NPU with the higher-end Elite models but will help lower laptop prices.

by Jessica Moore P.E.January 5, 2026
Samsung’s “We’re Back” Memo Sparks Biggest Stock Jump in Months
HardwareSemiconductorsTechnology

Samsung’s “We’re Back” Memo Sparks Biggest Stock Jump in Months

Samsung Electronics shares surged 7.2% to a record high after an unusual memo from its co-CEO. The rally was fueled by his claim that customers are saying “Samsung is back,” hinting at a potential deal with Nvidia.

by Jessica Moore P.E.January 2, 2026
Zhaoxin’s Next-Gen CPU Targets AMD Zen 4, But It’s a Long Road
ComputingHardwareSemiconductors

Zhaoxin’s Next-Gen CPU Targets AMD Zen 4, But It’s a Long Road

Zhaoxin is officially developing its next-generation KX-8000 consumer processors. The chips, slated for a 2026 debut, promise clock speeds up to 4 GHz, support for DDR5 memory and PCIe 5.0, and performance targeting AMD’s current Zen 4 designs.

by Jessica Moore P.E.January 1, 2026
China Tells Chipmakers: Use Our Gear, or Else
ManufacturingSemiconductorsTechnology

China Tells Chipmakers: Use Our Gear, or Else

China is mandating that its semiconductor manufacturers use at least 50% domestically made equipment for new production lines. The rule, aimed at building a self-sufficient supply chain, comes as US export controls tighten. It’s a bold, protectionist play with huge implications.

by Jessica Moore P.E.December 31, 2025
Taiwan Blocks China Military Stock Buys as Xi Touts 5% Growth
ManufacturingSemiconductorsTechnology

Taiwan Blocks China Military Stock Buys as Xi Touts 5% Growth

Taiwanese brokers will stop accepting buy orders for shares and ETFs linked to Chinese military companies. The move impacts stocks on the US sanctions list. It comes as President Xi Jinping declares China is set to meet its 2025 economic targets, with growth expected around 5%.

by Michael TurnerDecember 31, 2025
The AI Chip Boom is About to Get Even Bigger. And Messier.
AIManufacturingSemiconductors

The AI Chip Boom is About to Get Even Bigger. And Messier.

The AI chip market is on a tear, with combined sales from major players topping $400 billion in 2025. Next year is projected to be even bigger, but the blistering growth is creating serious bottlenecks and raising questions about sustainability.

by Jessica Moore P.E.December 30, 2025
NVIDIA’s H200 Chip for China: A Price Too Good to Refuse?
AIBusinessSemiconductors

NVIDIA’s H200 Chip for China: A Price Too Good to Refuse?

NVIDIA is taking a surprising approach to sell its H200 AI chips in China: aggressive pricing. Reports suggest the new, more powerful chips will cost about the same as the older, restricted H20 models. This move could trigger a massive spending spree from Chinese tech giants.

by Michael TurnerDecember 24, 2025

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