Intel is reportedly bringing Microsoft, Tesla, Qualcomm, and NVIDIA on board as advanced packaging customers in the US. The move leverages Intel’s packaging expertise and a key ex-TSMC executive hire. This could reshape America’s semiconductor supply chain dynamics.
The US has approved advanced AI chip sales to Saudi Arabia and UAE, allowing up to 35,000 Nvidia systems each. This comes alongside massive investment commitments from both countries totaling over $2 trillion in US projects. The approvals include strict security requirements but details remain unspe
The Commerce Department confirmed approval of advanced AI semiconductor sales to UAE firm G42 and Saudi Arabia’s Humain. Each company will receive chips with computing power equivalent to 35,000 Nvidia GB300 processors. The deals require both firms to meet rigorous security and reporting requirement
Nvidia’s latest earnings show explosive growth with $57 billion in quarterly revenue and projections of $65 billion next quarter. CEO Jensen Huang directly addressed AI bubble concerns, arguing the company sees “something very different” from its vantage point. The results sent Nvidia shares up 5%,
Qualcomm’s latest benchmarks show the Adreno X2 GPU significantly outperforming Intel and AMD integrated graphics. The company has also reached 90% Windows game compatibility, up from 70% last year. Native Arm game support is expected to expand in 2025.
Nvidia has made a significant change to its geographic revenue reporting, eliminating the customer billing location breakdown that showed Singapore accounting for 22% of revenue. The move comes amid ongoing US investigations into whether Chinese firms are using Singapore to circumvent AI chip restri
Intel is creating a completely new EDAC driver for its upcoming Diamond Rapids server CPUs. The move comes as memory controllers transition from PCI devices to MMIO-based architecture, requiring a clean break from previous designs.
DDR5 memory prices are going absolutely insane. In South Korea, Samsung’s 16GB modules have tripled in price since August, creating ripple effects across the entire PC hardware market.
Samsung is implementing aggressive 60% price increases on memory contracts, following earlier 30% hikes from both Samsung and SK Hynix. The surge is driven by AI server demand consuming production capacity, with SK Hynix reporting its memory capacity is “essentially sold out” for 2026. Enterprises f
Samsung is supplying its cutting-edge 2nm GAA chips to Chinese cryptocurrency mining giants MicroBT and Canaan. The deals represent about 10% of Samsung’s total 2nm production capacity, with deliveries expected in late 2025. This marks a strategic move to diversify beyond traditional smartphone and
