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Category: Semiconductors

AMD’s Zen 6 CPU Details Leak Through Compiler Code
HardwareSemiconductorsTechnology

AMD’s Zen 6 CPU Details Leak Through Compiler Code

AMD’s next-generation Zen 6 CPU architecture has been detailed through compiler support patches. The leaks reveal significant AI and compute enhancements including AVX512 FP16 and VNNI INT8 instructions. Server chips are expected to reach up to 256 cores with massive 1024MB L3 cache.

by Ethan CarverNovember 8, 2025
NVIDIA CEO Warns U.S. Is ‘Nanoseconds’ From Losing AI Race
AISemiconductorsTechnology

NVIDIA CEO Warns U.S. Is ‘Nanoseconds’ From Losing AI Race

NVIDIA CEO Jensen Huang delivered a sobering assessment of America’s position in the global AI race. He warned that China is just “nanoseconds away” from catching up in artificial intelligence capabilities. The comments highlight growing concerns about U.S. technology restrictions.

by Darren HoltNovember 6, 2025
Nexperia Can’t Guarantee Chinese Chip Quality Amid Ownership Crisis
BusinessManufacturingSemiconductors

Nexperia Can’t Guarantee Chinese Chip Quality Amid Ownership Crisis

Nexperia says it hopes to resolve its ownership crisis with the Dutch government but can’t guarantee chip quality from its Chinese operations. The situation threatens supply chains for major automakers including Volkswagen and Honda.

by Ethan CarverNovember 6, 2025
TSMC’s Price Hikes Signal More Expensive Tech Ahead
BusinessManufacturingSemiconductors

TSMC’s Price Hikes Signal More Expensive Tech Ahead

Taiwan Semiconductor Manufacturing Company is reportedly planning significant price increases for its most advanced chip manufacturing nodes. The hikes could reach 10% for cutting-edge processes and continue annually through 2030. This will likely drive up costs for everything from AI accelerators t

by Darren HoltNovember 5, 2025
AMD sued over 3D V-Cache bonding tech
HardwareSemiconductorsTechnology

AMD sued over 3D V-Cache bonding tech

Adeia has filed a patent lawsuit against AMD in Western District of Texas court, claiming AMD’s 3D V-Cache processors use patented hybrid bonding methods without permission. The case involves ten patents covering bonding techniques and advanced process nodes that enable dense chip stacking. AMD hasn

by Liam DorseyNovember 5, 2025
Apple’s M5 Ultra chip is coming to Mac Studio next year
ComputingHardwareSemiconductors

Apple’s M5 Ultra chip is coming to Mac Studio next year

Apple reportedly plans to release M5 Ultra and M5 Max chips for Mac Studio next year. The move would skip an M4 Ultra generation entirely, avoiding the confusing chip lineup that frustrated some pro users.

by Ethan CarverNovember 5, 2025
Samsung’s 2nm Gamble: Exynos 2600 Engineering Sample Challenges Apple’s Dominance
HardwareSemiconductorsTechnology

Samsung’s 2nm Gamble: Exynos 2600 Engineering Sample Challenges Apple’s Dominance

Samsung’s Exynos 2600 engineering sample is reportedly matching Apple’s M5 performance while consuming significantly less power. This represents Samsung’s most aggressive play yet to reclaim mobile processor leadership using cutting-edge 2nm GAA technology.

by Ethan CarverNovember 4, 2025
III-V Epi’s Strategic Bet on Manufacturing Expertise
ManufacturingSemiconductorsTechnology

III-V Epi’s Strategic Bet on Manufacturing Expertise

III-V Epi strengthens its engineering team with semiconductor fabrication specialist Saurabh Kumar. The Glasgow-based company aims to increase manufacturing capacity for custom compound semiconductor wafers as demand grows across multiple industries.

by Darren HoltNovember 4, 2025
Trump’s Nvidia Chip Blockade: Political Rhetoric vs. Economic Reality
BusinessSemiconductorsTechnology

Trump’s Nvidia Chip Blockade: Political Rhetoric vs. Economic Reality

President Trump’s statement about blocking Nvidia’s most advanced AI chips from all countries except the US has been met with skepticism from industry partners. Most believe the threat is either misstated or economically unfeasible given Nvidia’s global sovereign AI strategy.

by Liam DorseyNovember 4, 2025
Nvidia’s $5T Dilemma: When Geopolitics Meets GPU Dominance
BusinessSemiconductorsTechnology

Nvidia’s $5T Dilemma: When Geopolitics Meets GPU Dominance

Nvidia’s path back into China remains blocked despite Trump-Xi semiconductor talks. The $5 trillion chip giant faces complex geopolitical challenges that no amount of technical superiority can overcome.

by Ethan CarverNovember 3, 2025

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