Intel adds AI and mass-market twists to 18A node
Chipzilla’s CEO Lip-Bu Tan leans into realism
Troubled Chipzilla is stretching its long-promised 18A process into two new variants aimed at feeding the AI beast and mainstream punters.
AI chip clampdown throttling Nvidia’s global sales
US diffusion rules target even friendly nations
New US export rules are about to hammer Nvidia’s artificial intelligence chip business far beyond China.
Nvidia rushes B300 AI chip production forward
New GPU plugs gaps left by banned H20 chips
Nvidia is pushing production of its new B300 AI chip forward to May, using Taiwan Semiconductor Manufacturing’s latest 5nm (N4P) process and CoWoS-L advanced packaging technology.
Huawei plots Nvidia AI replacement with Ascend chip
China’s tech champion aims to fill gaps left by US sanctions
Huawei is preparing to test its latest AI chip, the Ascend 910D, hoping it can challenge higher-end products from Nvidia as US restrictions batter the Chinese semiconductor industry.
TSMC unveils 9.5-reticle CoWoS packaging
Chip packaging just got absurdly massive
TSMC is pimping up its CoWoS (Chip-on-Wafer-on-Substrate) tech so that can cram an obscene amount of silicon into a single unit.
Chipzilla still stuck in tar pit
Meteor Lake flops, Raptor Lake surges
Troubled Chipzilla's quarterly results show its flashy AI PC chips like Lunar Lake and Meteor Lake aren’t selling, and there's not enough factory space to supply the older models that customers want.
Wall Street's AI debt bubble inflates on Nvidia's silicon
Industry is built on loaning cash to buy Nvidia chips
The cocaine nose jobs of Wall Street have lobbed more than $11 billion at “neocloud” outfits like CoreWeave, Crusoe and Lambda Labs, betting that a warehouse full of Nvidia chips is as good as gold.
SK Hynix doubles profit on AI chip boom
Brushes off tariff fears
SK Hynix, Nvidia’s go-to for high-bandwidth memory, has posted a 158 per cent leap in quarterly operating profit, hitting 7.4 trillion won (€5.1 billion), while shrugging off the usual US trade panic.
Google rolls out Ironwood AI chip
TPU muscles into inference turf with 9,216 chip clusters
Google is forging ahead with Ironwood—a new AI chip gunning for Nvidia’s crown.
Troubled Chipzilla’s new boss slashes red tape
Lip-Bu Tan axes middle management, promotes AI chief
Troubled Chipzilla’s CEO, Lip-Bu Tan (pictured), has wasted no time in gutting Intel’s bloated hierarchy and shoving AI to the top of the agenda.
