Subject


IC Design


2025-11-20

[News] NVIDIA Posts Record Q3 on Blackwell Ultra, Eyes Strong Q4 — H20 Sales Stall at $50M

IC Design

Defying fresh warnings of an AI bubble, NVIDIA delivered strong results for its October quarter and projected fourth-quarter revenue above Wall Street estimates, buoyed by soaring demand from cloud providers. The company’s data-center business hit a record high last quarter, with CFO Colette Kress...

2025-11-17

[News] Intel Reportedly Kills Off 8-Channel Diamond Rapids as Server Market Shifts to High-Capacity

IC Design

According to ijiwei, Intel recently raised prices on legacy PC processors like Alder Lake and Raptor Lake. However, the company seems to be taking a different approach with servers. Team Blue has confirmed that 8-channel Diamond Rapids has been removed from the roadmap, with the focus shifting to 16...

2025-11-13

[News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027

IC Design

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

2025-11-12

[News] AMD’s AI Chips Power Data Center Revenue: $100B Expected in 5 Years with 60% CAGR

IC Design

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...

2025-11-06

[News] SoftBank Reportedly Explored Marvell Deal; Talks Fell Through but Interest Might Resurface

IC Design

SoftBank is pressing ahead with its AI ambitions and may look to strengthen its hardware foothold. In a striking reveal, Bloomberg reports that founder Masayoshi Son has long eyed Marvell as a potential target and reportedly explored acquiring the US chipmaker earlier this year—a move that would h...

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