#3nm-soc

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#nvidia
Business
from24/7 Wall St.
17 hours ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
fromTheregister
3 weeks ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
Business
from24/7 Wall St.
17 hours ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
fromTheregister
3 weeks ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
#intel
Business
from24/7 Wall St.
2 days ago

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.
Tech industry
from24/7 Wall St.
3 days ago

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.
Business
from24/7 Wall St.
6 days ago

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.
Gadgets
fromTheregister
1 week ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.
Gadgets
fromEngadget
1 week ago

Intel launches new Core Series 3 chips for mainstream laptops

Intel's new Core Series 3 chips offer significant performance improvements and exceptional battery life for mainstream laptops.
fromTechzine Global
3 days ago

TSMC: Faster chips without a new ASML machine

"This is where I think our R&D has done exceptionally well in terms of leveraging existing EUV technology while setting an aggressive technology scaling roadmap," says Kevin Zhang, deputy co-chief operations officer and senior vice president at TSMC. "This is definitely a strength."
European startups
Tech industry
fromTechCrunch
2 days ago

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs | TechCrunch

Meta has signed a deal to use millions of AWS Graviton chips for its AI needs, shifting from competitors like Google Cloud.
#samsung
Gadgets
fromThe Verge
4 days ago

Anker made its own AI chip

Anker's Thus chip introduces local AI to audio devices, starting with earbuds, offering smaller size and lower power consumption for complex computations.
#semiconductors
Silicon Valley
fromABC7 San Francisco
5 days ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.
Silicon Valley
fromTechCrunch
2 weeks ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
European startups
fromwww.dw.com
6 days ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
World politics
fromSilicon Canals
1 month ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Silicon Valley
fromABC7 San Francisco
5 days ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.
Silicon Valley
fromTechCrunch
2 weeks ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
European startups
fromwww.dw.com
6 days ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
World politics
fromSilicon Canals
1 month ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Apple
fromComputerworld
6 days ago

Is this where Apple Silicon will be in 5 years?

Apple is advancing chip technology with 2nm, 1.4nm, and sub-1nm processors, enhancing performance and energy efficiency across its hardware by 2030.
#deepseek
European startups
fromFortune
2 days ago

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.
European startups
fromwww.aljazeera.com
2 days ago

China's DeepSeek unveils latest models a year after upending global tech

DeepSeek-V4-Pro outperforms rival open models in maths and coding, trailing only Google's Gemini 3.1-Pro in world knowledge.
European startups
fromFortune
2 days ago

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.
European startups
fromwww.aljazeera.com
2 days ago

China's DeepSeek unveils latest models a year after upending global tech

DeepSeek-V4-Pro outperforms rival open models in maths and coding, trailing only Google's Gemini 3.1-Pro in world knowledge.
Tech industry
fromTNW | Artificial-Intelligence
2 days ago

SoftBank is converting a Sharp LCD factory into a battery plant for AI data centres. The data centres cannot wait five years.

SoftBank Corp. is converting a former Sharp LCD factory into a major battery production line for AI data centres, expected to be operational by 2031.
#ai-chips
Artificial intelligence
from24/7 Wall St.
3 days ago

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.
fromTechzine Global
1 month ago
Artificial intelligence

Meta shifts to AI inference with its future chips

Meta developed four MTIA AI chip generations in under two years, shifting focus from content ranking to GenAI inference, with production and deployment planned through 2027.
Tech industry
fromWIRED
1 month ago

Meta Developed Four New Chips to Power Its AI and Recommendation Systems

Meta developed four new AI chips (MTIA 300, 400, 450, 500) for powering generative AI and content ranking, with one in production and three shipping between 2027.
Artificial intelligence
from24/7 Wall St.
3 days ago

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.
Tech industry
fromwww.businessinsider.com
4 days ago

Google's new chips are a shot at Nvidia and a big hint at where AI goes next

Google unveiled its latest AI chips, TPU 8t for training and TPU 8i for inference, responding to industry shifts towards inference computing.
Tech industry
fromWIRED
1 month ago

Meta Developed Four New Chips to Power Its AI and Recommendation Systems

Meta developed four new AI chips (MTIA 300, 400, 450, 500) for powering generative AI and content ranking, with one in production and three shipping between 2027.
Mobile UX
fromGSMArena.com
4 days ago

Qualcomm's Snapdragon 8 Elite Gen 6 might be made by Samsung

Qualcomm is considering Samsung for manufacturing its upcoming Snapdragon 8 Elite Gen 6 SoCs using a 2nm process.
Gadgets
fromTheregister
4 days ago

Framework punts modular 13in laptop with Core Ultra Series 3

Framework has launched redesigned modular laptops with customizable features and improved performance, emphasizing user requests and the right to repair.
Tech industry
fromTheregister
3 days ago

AI now gobbling up power and management chips for servers

The chip shortage is impacting power management chips, threatening server shipments as demand for AI products prioritizes manufacturing capacity.
#tesla
fromTheregister
3 days ago
Artificial intelligence

Tesla stakes AI dreams on Intel's unfinished AI chip

Tesla plans to build AI chips using Intel's unfinished 14A process to secure its own supply amid rising costs and demand for AI technology.
fromTESLARATI
1 week ago
Artificial intelligence

Tesla finalizes AI5 chip design, Elon Musk makes bold claim on capability

Tesla's AI5 chip focuses on future projects, while AI4 suffices for Full Self-Driving safety.
Business
from24/7 Wall St.
3 days ago

SanDisk Climbs 295% YTD as AI Fuels Memory Mania: Can Q1 Results Justify the Run?

SanDisk shares are down 5% but have rallied 295% YTD, driven by AI demand and upcoming earnings expectations.
Mobile UX
fromGSMArena.com
4 days ago

Motorola Edge 70 Pro goes official with a 6,500mAh battery, Dimensity 8500 Extreme SoC

Motorola Edge 70 Pro features a 6.8-inch AMOLED display, MediaTek Dimensity 8500 chipset, and a 50MP camera, priced starting at INR 38,999.
#framework
Gadgets
fromEngadget
5 days ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
5 days ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
Gadgets
fromEngadget
5 days ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
5 days ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
fromTNW | Business
2 days ago
Tech industry

Intel's revival is real: $13.6B in Q1

Q1 revenue of $13.6 billion exceeded expectations, driven by strong Data Centre and AI growth, resulting in significant stock gains.
Business
from24/7 Wall St.
3 days ago

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

JPMorgan and Goldman Sachs raised price targets for Lam Research, citing strong AI-driven chip demand and a positive long-term outlook.
fromGSMArena.com
5 days ago

Redmi K90 Max arrives with Dimensity 9500, cooling fan and 8,500mAh Si-C battery with 100W charging

The K90 Max brings MediaTek's flagship Dimensity 9500 chipset, armed with up to 16GB LPDDR5X RAM and 1TB of UFS 4.1 storage, boasting a 4,161,374 score on AnTuTu v11.
Mobile UX
Science
fromNature
3 weeks ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
fromArs Technica
5 days ago

AMD Ryzen 9 9950X3D2 Dual Edition review: Tons of cache for tons of dollars

What we didn't really find in our testing was evidence that the extra 64MB of L3 cache meaningfully improved performance beyond what the regular 9950X3D can already do.
Gadgets
#google
fromTNW | Deep-Tech
4 days ago
Tech industry

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Tech industry
fromTNW | Deep-Tech
4 days ago

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.
Tech industry
fromTheregister
2 weeks ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
Tech industry
from24/7 Wall St.
3 days ago

Marvell's AI Story Just Got Stronger With Google - But Is it Too Late to Buy?

Marvell's shares surged 96% in three months, positioning the company as a strong contender in the custom silicon market.
#ai
Silicon Valley
fromTechCrunch
3 weeks ago

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.
Artificial intelligence
fromTechzine Global
2 weeks ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Tech industry
from24/7 Wall St.
1 week ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
Silicon Valley
fromTechCrunch
3 weeks ago

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.
Artificial intelligence
fromTechzine Global
2 weeks ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Tech industry
from24/7 Wall St.
1 week ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
Tech industry
fromTechCrunch
4 days ago

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.
Tech industry
fromTechzine Global
4 days ago

Google presents TPU 8t and TPU 8i chips; splits training and inference

Google Cloud introduces 8th-generation TPUs, TPU 8t for training and TPU 8i for inference, enhancing performance and efficiency in AI infrastructure.
#arm-holdings
Tech industry
from24/7 Wall St.
3 weeks ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
Tech industry
fromTechCrunch
1 month ago

Arm is releasing its first in-house chip in its 35-year history | TechCrunch

Arm Holdings is now manufacturing its own chips, starting with the Arm AGI CPU designed for AI data centers.
Tech industry
from24/7 Wall St.
2 weeks ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
#arm
Tech industry
fromWIRED
1 month ago

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.
Tech industry
fromWIRED
1 month ago

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.
Miscellaneous
fromTechzine Global
2 months ago

Imec opens NanoIC line for ultra-advanced chips

Europe opened imec's NanoIC pilot, a €2.5B shared research line with High NA EUV to develop sub-2nm chips and close the advanced-semiconductor gap.
Tech industry
from24/7 Wall St.
1 month ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Mobile UX
fromTheregister
1 month ago

Qualcomm, Nvidia push 'AI-native' 6G - definition pending

Major tech companies are announcing 6G commercialization plans at Mobile World Congress, positioning AI as the primary catalyst for the next generation of wireless networks, despite binding 6G standards remaining undeveloped.
Tech industry
fromThe Verge
1 month ago

Arm's first CPU ever will plug into Meta's AI datacenters later this year

Arm AGI CPU features up to 136 cores and claims double the performance per watt compared to x86 chips.
fromTechRepublic
1 month ago

Meta's New AI Chips Reveal a Faster, More Self-Reliant Hardware Strategy

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.
Artificial intelligence
Gadgets
fromTheregister
1 month ago

Intel finds its Zen undercutting AMD with Arrow Lake refresh

Intel's Core Ultra 200S Plus lineup offers up to 24 cores for under $300, directly competing with AMD's pricing by delivering more cores per dollar to regain market share.
#ai-chip-manufacturing
fromTechzine Global
1 month ago
European startups

ASML wants to go beyond EUV: expansion into advanced AI chips

ASML is developing new equipment for advanced packaging and larger chips to expand its dominance in the rapidly growing AI chip market over the next 10-15 years.
fromTechzine Global
1 month ago
Tech industry

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
European startups
fromTechzine Global
1 month ago

ASML wants to go beyond EUV: expansion into advanced AI chips

ASML is developing new equipment for advanced packaging and larger chips to expand its dominance in the rapidly growing AI chip market over the next 10-15 years.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Tech industry
fromTechzine Global
1 month ago

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.
fromGSMArena.com
2 months ago

Ayaneo reveals the chipset powering its Pocket Play smartphone

Ayaneo started teasing the Pocket Play, its first smartphone, back in November, and then in December it showed us what it would look like, Sony Ericsson Xperia Play vibes and all. Today, Ayaneo has finally revealed the chipset sitting at the helm of the Pocket Play. It's MediaTek's Dimensity 9300. That's an odd choice, given that the SoC in question came out in 2023. Sure, it was MediaTek's top dog of 2023, but it's more than two years old.
Gadgets
Tech industry
fromTheregister
1 month ago

Your next car night need 300GB of RAM, and so will robots

Micron Technology projects sustained growth driven by AI demand, with autonomous vehicles and humanoid robots requiring 300+ gigabytes of DRAM, while the company tripled revenue year-over-year to $23.86 billion in Q2 2026.
#hbm4
Tech industry
fromTechzine Global
1 month ago

Samsung and AMD strengthen collaboration on HBM4 for AI chips

Samsung and AMD expand collaboration to supply HBM4 memory for MI455X accelerators, DDR5 for EPYC processors, and explore foundry partnership for next-generation products.
fromTheregister
2 months ago

Cadence opens the door to chips designed for AI by AI

The idea of machines that can build even better machines sounds like sci-fi, but the concept is becoming a reality as companies like Cadence tap into generative AI to design and validate next-gen processors that also use AI. In the early days of integrated circuits, chips were designed by hand. In the more than half a century since then, semiconductors have grown so complex and their physical features so small that it's only possible to design chips using other chips.
Artificial intelligence
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
Tech industry
from24/7 Wall St.
1 month ago

AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips

The AI PC market will grow at 30% annually from 2025 to 2034, reaching $967 billion, driven by on-device AI demand, with AMD's Ryzen AI 400 Series challenging Intel's x86 dominance through superior AI performance capabilities.
Tech industry
from24/7 Wall St.
1 month ago

Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?

Intel has recovered from a multi-year downturn and now trades at a premium valuation based on expected earnings growth and government support, though execution risks remain.
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