Rivals rejoice

TSMC is getting ready to jack up 3nm wafer prices, and nobody seems prepared to get upset about it.

A year-end review

2025 was a bit of a snooze, all things considered. 

Old DDR4 rigs are trendy again.

DDR5 pricing is turning PC building into a bad joke, so many people are crawling back to the older AM4 platform.

Customers do not fancy handing a rival their crown jewels.

Troubled Chipzilla’s foundry push is tripping over the awkward detail that it still competes with the customers it is courting.

CoWoS shortages open the door for Chipzilla’s EMIB

The dark satanic rumour mill has manufactured a hell on earth yarn claiming that the Fruity Cargo Cult Apple is weighing up Intel’s chip packaging tech as bottlenecks at TSMC threaten to slow its bespoke AI server silicon ambitions.

Intel approves for Xeon 6

SK hynix has muscled its way to the front of the server memory pack by becoming the first to certify 256GB DDR5 RDIMMs on Troubled Chipzilla’s Xeon 6 platform.

Another self-inflicted wound for Intel’s AI accelerator ambitions

Troubled Chipzilla has abandoned the open-source user-space code needed to make Gaudi accelerators useful on Linux.

Oh, Mr Darcy, we need not talk about your awkward security past

Troubled Chipzilla has been fondling ACM Research's chip-making equipment, which is worrying the spooks and hawks in Washington that the Chinese-backed firm might be below its station.

Civilians accuse silicon sellers of choosing profit while missiles fly

Ukrainian civilians have dragged US chipmakers into a Texas courtroom, accusing them of letting sanctioned silicon slip through the cracks and into Russian and Iranian weapons.

Brussels still wants its pound of silicon

Troubled Chipzilla has lost its latest attempt to shake off an EU antitrust ruling, though Europe’s judges did trim a chunky slice off the fine.