GlobalFoundries and Navitas are teaming up to produce gallium nitride semiconductors in the US. The partnership aims to strengthen domestic supply chains for critical applications like AI data centers and grid infrastructure. Production is scheduled to begin in late 2026 at GF’s Vermont facility.
Nvidia’s latest earnings show the AI boom is far from over. The chip giant reported $57 billion in revenue for the quarter ending October, beating estimates and forecasting even stronger results ahead. CEO Jensen Huang says their Blackwell GPUs are “off the charts” and completely sold out.
AMD’s upcoming Ryzen AI 9 HX 470 “Gorgon Point” APU has appeared in SiSoftware benchmarks. The refresh chip maintains Zen 5 architecture but boosts clock speeds to 5.25 GHz while keeping the same Radeon 890M iGPU. Expect official launch early next year.
Intel just confirmed two major developments that signal a serious competitive response to AMD. Both AVX10.2 support in Nova Lake and XeSS Frame Generation for Meteor Lake iGPUs are back on track after recent uncertainty.
AMD confirmed it’s working on Zen 7 architecture during a financial analyst day where the company spent only 20 minutes on client businesses. With datacenter now generating most revenue, CEO Lisa Su called it AMD’s “most strategic business.” The company also teased GPU and NPU roadmap improvements.
Intel’s chief technology and AI officer Sachin Katti is leaving the company after four years to join OpenAI. He was appointed to the CTO and AI chief role in April 2024, making his tenure in that position brief. Intel CEO Lip-Bu Tan will now assume Katti’s responsibilities during the transition peri
Chipmaker TSMC has reportedly begun notifying Apple about significant price increases for advanced processors. The hikes could affect everything from A16 to M5 chips, with 2nm technology bringing even steeper costs. This move could dramatically impact Apple’s profit margins and iPhone pricing strate
Semiconductor companies often provide AI hardware but leave developers scrambling for software tools. Analog Devices is taking a different approach by bundling everything developers need. Their CodeFusion Studio includes an IDE, SDK, and coding tools to streamline AI system design.
While Wall Street obsesses over AI, AMD’s PC processor business just delivered record results. Desktop CPU sales reached all-time highs, and the company expects to keep gaining market share against Intel.
Major Asian tech indexes tumbled Wednesday, with Japan’s Nikkei falling 4.7% and South Korea’s Kospi dropping 6.2%. The selloff reflects growing skepticism about whether AI companies can deliver on their massive valuations despite pouring billions into the technology.
