Chip Giants Intel and AMD Discuss Surprise US Manufacturing Partnership
Chip rivals Intel and AMD are in talks for Intel to make some of AMD's chips in the US. Intel needs a win, but its tech lags TSMC.
/ 49 items
#AMD↓
Nvidia's $5 Billion Bet: Powering Up Intel for a New Computing Era
Nvidia invests $5 billion in Intel, forming a strategic alliance to co-develop PC and data center chips. This partnership aims to boost Intel and fuse Nvidia's AI dominance with Intel's x86 architecture, laying the groundwork for future computing.
China Fights Back: New Probes Target US Computer Chips
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.
Powering the AI Revolution: Nvidia, Super Micro, and Advanced Memory
Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.
Trump's Bold Play: Equity Stakes in Semiconductor Subsidies Sparks Industry Debate
The Trump administration is seeking equity in semiconductor companies receiving CHIPS Act funds, signaling a major shift from traditional subsidies. Still, the Commerce Department is "not looking to take equity from TSMC and Micron."
AMD AI: Growth Trajectory Meets China Hurdles
AMD's Q3 revenue outlook is strong, but China AI chip sales face uncertainty as licenses are under review.