Subject


AMD


2025-03-12

[News] TSMC Reportedly Rallies U.S. Chip Titans for Intel Foundry JV, Including NVIDIA, Broadcom and AMD

Is the new U.S. Chip National Team in the making? According to Reuters, TSMC, after an additional $100 billion in the American soil on March 3rd, has reportedly approached NVIDIA, AMD, Broadcom, and Qualcomm about investing in a joint venture to run Intel's foundry operations. The report suggests...

2025-03-05

[News] TSMC’s U.S. Investment Could Lead to 15% Price Hike, with AMD and NVIDIA Cheering on the Expansion

While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...

2025-03-04

[News] NVIDIA and Broadcom Reportedly Test Intel’s 18A as AMD Also Eyes Potential Deal

According to a Reuters report, sources reveal that NVIDIA and Broadcom are conducting manufacturing tests with Intel's 18A process, signaling initial confidence in Intel's advanced fabrication technology. The report further states that AMD is reportedly also assessing Intel's 18A manufacturing proce...

2025-02-06

[News] Intel and AMD Unveil New Laptop Processors: Who Will Gain the Upper Hand?

According to Zhu Xi’s column in TechNews, both Intel and AMD recently unveiled their latest generation of laptop processors at CES 2025. Intel introduced the laptop variants of Arrow Lake, namely Arrow Lake HX and Arrow Lake H, while AMD launched Fire Range, designed to compete directly with Arrow...

2025-02-04

[News] AMD’s AI Strategy Tested as Big Tech Shifts to Custom Chips

As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

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