A new report suggests Qualcomm is considering Samsung Foundry to manufacture its upcoming flagship chip. This would mark a major return to Samsung’s production lines after relying solely on TSMC since 2021.
According to hedge fund manager Eric Jackson, the biggest news from Nvidia CEO Jensen Huang’s CES keynote wasn’t the new Rubin AI platform. It was the revelation that AI factories are now being planned like long-term utilities, changing the entire investment landscape.
Soitec has named Laurent Remont, a senior VP from Infineon, as its new chief executive. The move comes as the company’s share price has collapsed more than 80% under the outgoing CEO. Investors welcomed the appointment of an executive with strong semiconductor industry pedigree.
Intel has stealthily launched its third-generation Core processor family, codenamed Wildcat Lake. It’s a six-core chip built for efficiency and small form factors, not raw speed.
In a major strategic shift, Qualcomm is reportedly in talks for Samsung to manufacture its next flagship mobile chip. The Snapdragon 8 Elite Gen 5 would be built on Samsung’s cutting-edge 2nm GAA process, marking a return to their partnership after five years.
Intel is developing a custom “Panther Lake” CPU specifically for Windows gaming handhelds. This move puts them in direct competition with Qualcomm and AMD, who are also targeting this fast-growing niche.
Sapphire has launched a powerful new embedded motherboard designed for AI at the edge. The EDGE+ VPR-7P132 combines AMD’s Ryzen AI Embedded P132 Series with a Versal AI Edge Gen 2 SoC to handle complex, latency-sensitive workloads.
AMD has unveiled its Ryzen AI 400 series laptop processors. They’re a modest refresh of the current AI 300 chips, with slight frequency bumps and a faster NPU in the top models. Laptops from Acer, Asus, Dell, HP, and Lenovo are due in the first quarter of 2026.
Samsung’s co-CEO TM Roh has acknowledged the severe memory chip shortage driven by AI data centers. He warned of inevitable impacts on consumer electronics, including potential price hikes, as the industry scrambles for supply.
Qualcomm has unveiled two new Snapdragon X2 Plus chips for Copilot+ PCs, boasting the world’s fastest laptop NPU. The 10-core and 6-core variants promise massive performance-per-watt improvements over rivals.
