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Category: Semiconductors

US Bets $150M on Pat Gelsinger’s Chip Startup
BusinessManufacturingSemiconductors

US Bets $150M on Pat Gelsinger’s Chip Startup

In a first-of-its-kind move, the US is taking an equity stake in a chip startup led by Pat Gelsinger. The deal signals a direct government push to regain ground in advanced semiconductor manufacturing.

by Jessica Moore P.E.December 2, 2025
China’s Hygon CPU reportedly matches Intel Core i7 performance
ComputingHardwareSemiconductors

China’s Hygon CPU reportedly matches Intel Core i7 performance

A Chinese gaming PC featuring the Hygon C86-4G processor is reportedly performing on par with Intel’s Core i7 chips. The system handles Windows 11 and AAA games, but benchmark details raise questions. Here’s what we know about China’s latest domestic CPU effort.

by Michael TurnerNovember 28, 2025
Samsung’s new memory tech uses 96% less power
HardwareSemiconductorsTechnology

Samsung’s new memory tech uses 96% less power

Samsung has developed FeFET-based memory technology that cuts power consumption by up to 96% compared to conventional NAND. This breakthrough addresses the fundamental power-capacity tradeoff that has limited memory development for years.

by Jessica Moore P.E.November 27, 2025
Google’s AI Chip Ambitions Could Challenge Nvidia
AISemiconductorsTechnology

Google’s AI Chip Ambitions Could Challenge Nvidia

Alphabet is getting serious about its AI chip business, with Morgan Stanley predicting massive TPU shipments by 2027. The Google parent could finally pose a real threat to Nvidia’s market dominance. But can they actually pull it off?

by Michael TurnerNovember 26, 2025
Intel’s Panther Lake Leak Shows Stunning Performance Gains
ComputingHardwareSemiconductors

Intel’s Panther Lake Leak Shows Stunning Performance Gains

Intel’s upcoming Panther Lake mobile processor has appeared in Geekbench 6 benchmarks, showing significant performance advantages over current-generation chips. The Core Ultra 9 386H demonstrates impressive single-core and multi-core results that challenge both AMD and Intel’s own recent offerings.

by Michael TurnerNovember 25, 2025
UK bets $130M on homegrown AI chips with “first customer” promise
AISemiconductorsTechnology

UK bets $130M on homegrown AI chips with “first customer” promise

The UK government is promising to be the “first customer” for British AI chip startups in a £100 million push. Science Secretary Liz Kendall says it’s about government leadership, but the amount pales next to US and Chinese investments.

by Michael TurnerNovember 24, 2025
STMicroelectronics brings GaN power to your washing machine
HardwareManufacturingSemiconductors

STMicroelectronics brings GaN power to your washing machine

STMicroelectronics has unveiled its GaNSPIN system-in-package platform targeting motor drives in appliances and industrial equipment. The new devices promise significant space and cost savings while boosting performance. The first products are available now starting at $4.44.

by Michael TurnerNovember 24, 2025
AI Stocks Get Rocked After Nvidia’s “Off the Charts” Earnings
AISemiconductorsTechnology

AI Stocks Get Rocked After Nvidia’s “Off the Charts” Earnings

Nvidia CEO Jensen Huang dismissed talk of an AI bubble during this week’s earnings call, but the initial buzz quickly faded. Most Magnificent 7 stocks are tracking for losing weeks, with Amazon and Microsoft down about 6% each.

by Jessica Moore P.E.November 21, 2025
Budget GPUs Are Disappearing – Here’s Why
HardwareManufacturingSemiconductors

Budget GPUs Are Disappearing – Here’s Why

The budget graphics card market faces its toughest moment in years as memory price spikes make low-end GPUs unprofitable. AMD and Nvidia are reportedly considering discontinuing entry-level models entirely. This could reshape affordable PC gaming for years to come.

by Jessica Moore P.E.November 19, 2025
Microsoft’s Cobalt 200 CPU Packs 132 Arm Cores for Azure
CloudHardwareSemiconductors

Microsoft’s Cobalt 200 CPU Packs 132 Arm Cores for Azure

Microsoft has announced its Cobalt 200 CPU featuring 132 Arm Neoverse-V3 cores with individual per-core power scaling. The custom silicon leverages TSMC’s 3nm process for maximum efficiency in Azure data centers. This represents Microsoft’s latest move in the escalating cloud hardware arms race.

by Michael TurnerNovember 19, 2025

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