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IC Design


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...

2025-10-31

[News] AWS’s Trainium3 Reportedly Draws Interest from Large, Mid-Sized Clients, Ramping Early ’26

IC Design

Amazon’s cloud unit AWS posted 20% sales growth in Q3, while its custom chip developments also grabbed attention during the earnings call on October 30th. According to Yahoo! Finance transcripts, CEO Andy Jassy said Trainium2 adoption remains strong, and Trainium3 is set to preview by year-end, wi...

2025-10-31

[News] Intel Reportedly Eyes AI Startup SambaNova, Where Lip-Bu Tan Serves as Executive Chairman

IC Design

After refreshing its AI chip roadmap with the next-gen Crescent Island data center GPU following Gaudi, Intel is reportedly eyeing its next move in AI. Bloomberg and Reuters report that the chipmaker in early talks to acquire AI chip startup SambaNova Systems, where CEO Lip-Bu Tan has served as exec...

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