Recently, NVIDIA invested $5 billion in Intel and announced plans to collaborate on developing x86-based RTX SoCs. According to Zhu Xi's column in TechNews, this raises questions about NVIDIA’s potential launch of  its first desktop-level Arm-based CPU, the N1X. Given the competitive dynamics ...

As the launch date of Intel’s “Panther Lake” approaches, more details about the chip are emerging from industry sources. According to TechNews, citing Reuters, the company recently held a closed-door briefing in Arizona to showcase its 18A process technology and new architecture design. As ...

In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...

Ahead of TSMC’s earnings call on October 16, the market has been buzzing over the 2nm wafer pricing as the node nears mass production by year-end. Despite rumors of a 50% surge, Investor.com reports that prices are actually just 10–20% higher than 3nm, well below the hype. In terms of other a...

According to Reuters, citing a bipartisan investigation by U.S. lawmakers, loopholes in efforts by Washington and its allies to curb China’s chipmaking capabilities have allowed Beijing to purchase nearly $40 billion worth of advanced semiconductor equipment. Reuters, citing an investigation by...