Wall Street stays cautious on AMD AI momentum
Analyst flags inventory worries despite new GPU launches
One Wall Street voice isn’t sold on AMD’s AI GPU push just yet. Trust Securities analyst William Stein has maintained his ‘Hold’ rating on AMD shares, citing a sizeable stockpile of unsold chips.
Intel Diamond Rapids leak show monster Xeon specs
Up to 192 cores and 1.6 tb/s memory bandwidth in Intel’s next data centre gamble
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Intel is cooking up a monster for the data centre with its next-generation Xeon chip, codenamed Diamond Rapids.
Geopolitics strangling AI server growth
Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree
AI servers may be the backbone of today’s tech boom, but global shipment growth forecasts are slipping thanks to geopolitical headaches and tariff threats.
Mediatek’s AI chip lands big with GB10 launch
Nvidia tie-up puts Taiwanese firm at the heart of next-gen desktop AI
MediaTek’s GB10 super chip, built in collaboration with Nvidia, has officially hit the shelves in what looks like a pivotal moment for the Taiwanese firm’s expansion beyond smartphones.
Chinese supplier dominates
Chinese display giant BOE is now the fruit cargo cult Apple’s top supplier for MacBook panels, shipping more than half of the company’s screens this year.
ASML’s near monopoly feels the heat
AI’s favourite chip etcher hit by delays, tariffs and shaky demand
ASML might hold a near-monopoly on the machines that make advanced chips, but even kings can wobble.
Samsung braces for worst quarter
US chip curbs and HBM3E delays dent profit forecast
Samsung Electronics stunned markets by forecasting a 56 per cent plunge in second‑quarter operating profit to Won 4.6 trn (€3.3 bn, which is its weakest performance in six quarters.
Intel’s Arrow Lake Refresh arrives soon
New chips try to plug the gap until Nova Lake shows up
Troubled Chipzilla is preparing to flog an ‘Arrow Lake Refresh’ update in the second half of this year, offering a mild clock boost and a swapped-out neural processing unit in a bid to stay relevant in a desktop market that’s increasingly swinging red.
Hardware tool plays catch-up as GPU and CPU launches pile up
CPU-Z has rolled out version 2.16 of its well-worn hardware tool, and this one lands with support for a host of newly released GPUs and CPUs.
DeepSeek and Alibaba muscle into markets as Western firms squabble over premiums
The Wall Street Journal reckons China is building an AI ecosystem that dodges US influence and the rest of the world seems happy to go along with it.