AMD CEO Lisa Su is pushing back hard against the idea that AI is a bubble. She’s betting big on data center demand, despite challenges like a $800 million hit from China export rules and the massive scale needed to compete.
Nvidia’s landmark deal to invest up to $100 billion in OpenAI hasn’t moved past the letter of intent stage. The agreement, which could see OpenAI deploy 10 gigawatts of Nvidia hardware, remains unsigned, leaving a massive potential revenue stream in limbo.
The massive push to revive U.S. semiconductor manufacturing is hitting a practical wall: the factory floor. New analysis argues that without digitizing fab operations with predictive tech, the billions in investment could be undermined by inefficiency and downtime.
In a surprising twist, Apple and Intel might be teaming up again. But this time, Intel wouldn’t be designing the chips—just building Apple’s own Arm-based silicon starting around mid-2027.
Nvidia’s Jensen Huang says his company’s versatile GPUs aren’t threatened by Broadcom’s custom AI chips, like those powering Google’s Gemini 3. Meanwhile, analysts at Morgan Stanley and Bank of America are raising price targets on both chip giants. Jim Cramer’s advice? Own them all, but diversify.
STMicroelectronics has signed a 15-year Power Purchase Agreement with French solar developer TSE Energy. The deal covers 43MW of solar capacity from three parks, set to begin delivering power in 2027.
Apple is reportedly considering Intel as a new manufacturing partner for its M-series chips. The partnership could begin as early as 2027 with entry-level M processors. TSMC would continue producing higher-end chips for Apple’s lineup.
Taiwanese prosecutors have raided the homes of former TSMC Senior VP Wei-Jen Lo and seized computers and USB drives. The investigation centers on whether Lo took trade secrets about 2nm processes when he left for Intel earlier this year.
Intel’s upcoming Xeon 696X workstation CPU has appeared in benchmarks, showing significant performance gains over current models. The 64-core Granite Rapids chip hits 4.6 GHz boost clocks while maintaining lower power consumption than existing parts. Early tests show it competing closely with AMD’s
Japan’s semiconductor startup Rapidus is accelerating its plans to build a 1.4nm chip manufacturing facility in 2027, putting it ahead of TSMC’s 2028 timeline. The company has secured billions in government and corporate funding while also targeting 1nm development. But can they overcome the yield c
