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Andy Patrizio
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Google Introduces Open Coral NPU Standard for Low-Power
Google Research has completed the 32-bit processor architecture for its open-source Coral neural processing unit (NPU) platform, released a version 1.0 compiler foundation and announced new commercial silicon from Synaptics. Coral is targeted at energy-efficient AI in wearables, industrial sensors and robotics. The platform is intended to address fragmentation in the edge AI market, where […]
Andy Patrizio · Oct 21, 2026 · 2 min
Intel Positions Xeon and New GPU as Foundational Agentic AI Infrastructure
Intel has announced a broad push to optimize its data center infrastructure for agentic AI, pairing new Xeon-based rack designs with its GPU D-series and a software strategy intended to tie CPUs, GPUs, and open models into a single deployment path. The announcements came at the Open Compute Project (OCP) Global Summit. The company’s main […]
Andy Patrizio · Oct 16, 2026 · 2 min
Pentagon Offers Wolfspeed $1.5B Loan for Chip Production
The U.S. Department of War is offering advanced chip materials firm Wolfspeed up to $1.5 billion in long-term financing to strengthen domestic production of advanced power semiconductors and develop chips for defense and national security applications. The company says it plans to use the financing to upgrade its GaN epitaxy capabilities for next-generation communications infrastructure […]
Andy Patrizio · Oct 15, 2026 · 2 min
Microsoft Plans Upgraded Custom AI Chips for 2027
Microsoft is preparing to release a new generation of its Azure Maia custom AI accelerator to multi-gigawatt deployments beginning in 2027, positioning its in-house silicon as the primary inference platform for the company’s products and services. Microsoft already has the Maia 200 available in Azure and has just announced the third generation of the custom […]
Andy Patrizio · Oct 14, 2026 · 2 min
CXMT Targets Server Memory Market With New Architecture
China’s ChangXin Memory Technologies (CXMT) is continuing its rapid assault on the DRAM market, unleashing a torrent of new supplies into markets that desperately need it. Its latest development is a new DDR5 server memory module planned for the end of 2026. The company is preparing to expand into the high-end server memory market with […]
Andy Patrizio · Oct 13, 2026 · 2 min
OpenAI and Synopsys Partner to Develop AI Model for Chip Design
OpenAI and Synopsys announced a multi-year strategic partnership to develop GPT-Synopsys, a specialized artificial intelligence model designed to automate and optimize semiconductor design workflows. The agreement combines OpenAI’s advanced AI models with Synopsys’ electronic design automation (EDA) software and semiconductor engineering expertise. OpenAI will license Synopsys’ EDA tools to develop the specialized model, with the […]
Andy Patrizio · Oct 13, 2026 · 2 min
Quantum Chip Breakthrough Improves Energy Forecasting
An Australian quantum computing project has demonstrated that quantum-enhanced processing could improve the accuracy of household energy forecasts, which could give utilities a new tool for managing increasingly complex power grids. Silicon Quantum Computing (SQC), a government-funded startup, and French electrical giant Schneider Electric have reported an average 20% improvement in next-day household energy forecasting […]
Andy Patrizio · Oct 8, 2026 · 2 min
NTT Pushes Optical Interconnects as the Answer to Power and Bandwidth Limits
Imagine NVIDIA GPUs no longer needing a heat sink or cooling. Your smartphone never gets hot no matter how long you play a video game, and its battery lasts for days. It’s a distant promise, but it is inching toward reality. Japan’s NTT is pursuing a fundamentally different approach to the power and bandwidth constraints […]
Andy Patrizio · Oct 8, 2026 · 2 min
Despite Differences, U.S. and China Maintain RISC-V Cooperation
U.S. and Chinese companies are not letting increased tensions between Washington and Beijing stop them from working together on RISC-V, the open instruction-set architecture that is emerging as an alternative to proprietary CPU architectures such as Arm and x86. MIPS, the U.S. processor intellectual-property company acquired by GlobalFoundries last year, has a particularly close relationship […]
Andy Patrizio · Oct 6, 2026 · 2 min
AMD’s Venice Server CPU Demand Reportedly Extends Into 2028
AMD’s next-generation EPYC Venice server processors are reportedly seeing such strong demand that much of the company’s expected 2027 production has already been sold, with industry channel checks suggesting AMD is now taking orders extending into 2028. The reports come as server CPUs take on a changing role in AI systems. While GPUs and dedicated […]
Andy Patrizio · Oct 5, 2026 · 2 min
Broadcom to Finance Up to $42 Billion of Anthropic TPU Buildout
Broadcom has agreed to provide up to $42 billion in financing to Anthropic to help fund the AI company’s massive expansion of computing infrastructure, deepening a relationship that puts Broadcom at the center of Anthropic’s custom AI accelerator strategy. The financing is tied to Anthropic’s agreement to lease $125.2 billion worth of tensor processing unit […]
Andy Patrizio · Oct 5, 2026 · 2 min
WiCi Targets Local AI With Wireless GPU Architecture
A startup called WiCi Technology is taking a different approach to client-side AI computing. Instead of putting a high-end GPU inside every PC or edge device, the company wants to make GPUs accessible wirelessly across a local network. WiCi is preparing to launch WiCi One, a dedicated wireless GPU system that combines standard PC hardware […]
Andy Patrizio · Oct 2, 2026 · 3 min
AWS Signs $1 Billion Synopsys Deal to Expand Custom Chip Design
Amazon Web Services (AWS) has signed a multiyear agreement with Synopsys worth more than $1 billion to license chip design intellectual property, deepening the cloud provider’s push to develop increasingly sophisticated custom processors for AI and cloud infrastructure. The agreement expands a 15-year relationship between the companies and makes Amazon the lead customer for Synopsys’ […]
Andy Patrizio · Oct 1, 2026 · 2 min
Huawei Targets AI Inference Bottlenecks With Memory Storage Accelerator
Huawei has introduced a new storage architecture aimed at addressing the rapidly expanding amount of key-value (KV) cache data generated by long-context and multi-turn workloads, which has emerged as a major bottleneck in large-scale AI inference. The OceanStor M900 Context Memory Storage, unveiled at HUAWEI CONNECT 2026 in Shanghai, is designed to provide hyperscale AI […]
Andy Patrizio · Sep 30, 2026 · 2 min
Qualcomm Snapdragon Summit 2026 Features New Hardware, Software
Qualcomm used the opening day of its Snapdragon Summit to outline a broad strategy for everything from smartphone chips to the next phase of artificial intelligence, with agentic AI emerging as the central theme of the company’s latest platforms. The highlight of the opening day was the introduction of two flagship smartphone processors: the Snapdragon […]
Andy Patrizio · Sep 24, 2026 · 2 min
DARPA Backs Project Aiming for 100x Lower Energy Use
A Georgia Tech-led research team with funding from the U.S. Defense Advanced Research Projects Agency (DARPA) is developing a new approach to computer logic that could dramatically reduce the amount of energy required to process information. The project explores whether nanoscale mechanical strain can be used alongside electrical signals to perform computing operations. The researchers […]
Andy Patrizio · Sep 22, 2026 · 2 min
GlobalFoundries, Marvell Expand Partnership to Boost Optical Connectivity
GlobalFoundries and Marvell Technology are expanding their longstanding manufacturing partnership to increase production capacity for high-speed optical processors. The agreement announced by the two companies will increase production capacity for GlobalFoundries’ silicon-germanium (SiGe) technology at its facility in Burlington, Vermont. The additional capacity is intended to support Marvell’s growing requirements for optical networking products used […]
Andy Patrizio · Sep 22, 2026 · 2 min
TSMC Moves Ahead With Plans for Sub-1.4nm Manufacturing
Taiwan Semiconductor Manufacturing Co. (TSMC) has given the green light to an expansion of its manufacturing facilities, clearing the way for production technologies beyond its upcoming 1.4-nanometer manufacturing process. This comes just as a research note from investment firm Piper Sandler says Intel’s 14A process, also 1.4nm, is currently being evaluated by Amazon, Apple, AMD, […]
Andy Patrizio · Sep 21, 2026 · 1 min
Samsung Backs Dutch AI Chip Startup With $231 Million Funding
Samsung Electronics is backing Dutch semiconductor startup Euclyd with a more than €200 million ($231 million) round of Series A to help the company develop a new type of processor architecture designed to make artificial intelligence inference more energy-efficient. Samsung was joined in leading the funding round by Somerset Capital Partners, EQT’s Scaleup Europe Fund […]
Andy Patrizio · Sep 18, 2026 · 2 min
Chinese Researchers Claim 100-Fold Increase in Next-Generation Memory Endurance
Even though memory has no moving parts, it is prone to wear and eventually erosion. The electrical current flowing through the chips eventually causes failure and brings the entire system down. In the case of flash memory, which is also built on DRAM memory technology, that means data loss. But now Chinese researchers have developed […]
Andy Patrizio · Sep 18, 2026 · 2 min
Apple’s M5 Ultra Processor Outpaces AMD Threadripper
Early benchmark results of Apple’s upcoming M5 Ultra processor for workstations show an impressive appearance in the Geekbench 7 database, with the 36-core chip outperforming AMD’s 96-core Ryzen Threadripper PRO 9995WX in both single- and multi-core testing. The results were found by Wccftech, which stated the results are notable because the M5 Ultra has fewer […]
Andy Patrizio · Sep 17, 2026 · 1 min
Semiconductor Revenue Surges 31% in Q2
Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
Andy Patrizio · Sep 15, 2026 · 2 min
AMD and Xanadu Partner for Quantum Classical Computing Platform
Xanadu and AMD have introduced an open-source software platform designed to address the challenge of moving data between quantum processors and classical computing hardware fast enough to support real-time workloads. Moving data between a traditional CPU and a quantum CPU has been a significant challenge and one not easily met. The problem is that CPUs […]
Andy Patrizio · Sep 14, 2026 · 2 min
AI Data Center Buildout Could Reach $31.6T by 2050
Despite considerable resistance from residents near construction sites, the global artificial intelligence boom is projected to reach a total of $31.6 trillion by 2050, according to a new report from PwC, and possibly as much as $50 trillion. PwC’s Global Data Centre Outlook estimates that annual spending on data center infrastructure will increase from roughly […]
Andy Patrizio · Sep 9, 2026 · 3 min
IBM’s Nighthawk r2 Quantum Processor Delivers 25x Circuit Throughput Boost
IBM has introduced a new version of its Nighthawk quantum processor that it says can execute more than 100,000 quantum circuits per second, a 25-fold increase in circuit throughput compared with the company’s predecessor, the Heron processor. The Nighthawk r2 has 120 programmable qubits, the same as the first-generation Nighthawk yet the company says Nighthawk […]
Andy Patrizio · Sep 9, 2026 · 2 min
Dell’s AI Server Boom Drives Record $95 Billion Backlog
Dell Technologies bet big and bet early on AI, and that bet is paying dividends in the form of record quarterly revenue and hardware backlog. For its fiscal 2027 second quarter, ended July 31, Dell reported $46.97 billion in revenue, up 58% from $29.78 billion a year earlier. Net income more than tripled to $4.13 […]
Andy Patrizio · Sep 9, 2026 · 3 min
Memory Prices Surge as AI Demand Consumes the DRAM Market
The cost of PC memory has risen to unprecedented levels as the artificial intelligence boom continues to absorb huge amounts of the world’s DRAM production. The situation has become so severe that major technology companies and hyperscalers are reportedly locking up memory supplies well into 2028. That leaves very little leftover inventory for things like […]
Andy Patrizio · Sep 8, 2026 · 3 min
Rent Out Your Idle PC for AI Inference Workloads
The growing battle for AI inference is opening up on a new front: the millions of computers, gaming PCs and small servers with unused GPUs already sitting in homes and small businesses, with several new companies launching using a rather familiar strategy. A startup from Abu Dhabi named Far Labs is preparing to launch a […]
Andy Patrizio · Sep 8, 2026 · 3 min
AI Accelerator Deployment Can Take Four Months or More
Enterprises are finding that deploying AI accelerators is no easy task. In a recent survey, nearly 62% of semiconductor buyers report that it takes at least four months to get from purchasing an accelerator system to generating their first production AI token. The finding comes from The Futurum Group’s “1H 2026 Data Center Semiconductor Decision […]
Andy Patrizio · Aug 31, 2026 · 2 min
Samsung and SK hynix Take Different Paths to Next-Gen AI Memory
Samsung and SK hynix are pursuing decidedly different strategies to overcome the bandwidth, power, and thermal limitations facing high bandwidth memory (HBM) as AI accelerators become increasingly powerful. At Hot Chips 2026, Samsung outlined a roadmap that moves from conventional HBM to custom HBM and ultimately to a more radical architecture called zHBM. SK hynix, […]
Andy Patrizio · Aug 25, 2026 · 3 min
IBM Unveils Dual-Architecture Mainframe Processor With Native Arm Support
IBM is developing a new processor that would bring Arm-native applications directly to its IBM Z mainframes and LinuxONE systems, allowing both Arm and IBM’s mainframe instructions to run side by side on the same processor cores. That would allow organizations to run Arm-native Linux applications alongside existing z/OS and Linux workloads on the same […]
Andy Patrizio · Aug 25, 2026 · 2 min
Japan Boosts Funding for Advanced Chip Manufacturing
Japan is preparing to provide another ¥150 billion ($944 million) to Rapidus, the country’s effort to establish a domestic source of cutting-edge logic chips and reduce its reliance on Taiwan Semiconductor Manufacturing Co. (TSMC), according to a Bloomberg report. Rapidus, established in 2022, is developing an advanced semiconductor manufacturing operation in Chitose, Hokkaido. The company […]
Andy Patrizio · Aug 24, 2026 · 2 min
AMD Breaks 30% Client CPU Share in Q2
AMD captured a record share of the PC processor market in the second quarter of 2026, surpassing 30% of client CPU shipments for the first time as a sharp rebound in mobile processors and continued gains in servers offset a steep decline in desktop PCs. The overall x86 CPU market grew by more than 10% […]
Andy Patrizio · Aug 21, 2026 · 3 min
Qualcomm Targets $300 Laptop Market With New Snapdragon C Processor
Qualcomm is pushing into a new market segment with the Arm-based Snapdragon C, an entry-level processor designed for laptops priced from around $300 but offering longer battery life and modern computing capabilities at an entry-level price. The company first announced Snapdragon C in May, positioning it for students, families and small businesses that primarily need […]
Andy Patrizio · Aug 17, 2026 · 2 min
Kioxia, SanDisk Unveil Faster QLC Flash Aimed at AI Infrastructure
Kioxia and SanDisk have introduced their 9th-generation 2Tb QLC 3D flash memory, combining an updated CMOS design with their existing memory-array technology. The new architecture is intended to increase storage performance while improving power efficiency and allowing NAND technology to scale more cost-effectively. It is designed, not surprisingly, to address the rapidly expanding storage requirements […]
Andy Patrizio · Aug 14, 2026 · 1 min
AI Infrastructure Spending to Top $1T by 2030
Two market research reports have come to the same conclusion: the AI infrastructure market. He will soon surpass the $1 trillion mark. The only difference between the two is how far the market will go. One report by Dell’Oro Group says the worldwide data center IT semiconductors and components market is poised to reach $1.8 […]
Andy Patrizio · Aug 14, 2026 · 3 min
Intel Unveils Starfire Space Processor to Bring AI Computing to Orbit
Intel has introduced the Starfire processor, a new system-on-chip (SoC) designed to deliver artificial intelligence and high-performance computing capabilities aboard satellites and spacecraft. The processor, developed for U.S. government and aerospace missions, combines an 18A-based CPU and neural processing unit (NPU) with an Intel 3-based Xe graphics processor in a Foveros 3D package. The design […]
Andy Patrizio · Aug 10, 2026 · 2 min
Tesla, SpaceX Commit $16.8 Billion to Build Massive AI Chip Factory in Texas
Elon Musk is putting his money where his mouth is, unveiling plans for Tesla and SpaceX to invest $16.8 billion to build a massive semiconductor manufacturing complex in Texas, Called Terafab, the facility will be built in Grimes County, Texas just outside of Houston. When completed, it will be the largest building in the world […]
Andy Patrizio · Aug 10, 2026 · 2 min
AMD Acquires Taalas to Bolster AI Inference
Advanced Micro Devices (AMD) has agreed to acquire Toronto-based AI startup Taalas, snapping up the inference startup ahead of rivals Intel and NVIDIA. Taalas, founded in 2023 and emerging from stealth mode in 2024, is privately held, so terms of the transaction were not disclosed. Founded in 2023, Taalas has taken an unconventional approach to […]
Andy Patrizio · Aug 7, 2026 · 3 min
AMD Posts Record Q2 Revenue as AI Data Center Business More Than Doubles
Advanced Micro Devices (AMD) reported record second-quarter revenue and sharply higher profit on Tuesday, driven by surging demand for its data center processors and AI accelerators. AMD reported revenue of $11.5 billion for the quarter ended June 27, 2026, up 50% from a year earlier, while GAAP net income climbed 163% to $2.3 billion. Diluted […]
Andy Patrizio · Aug 6, 2026 · 2 min
NVIDIA Strives to Make GPU-Driven Storage an Industry Standard
At the Future of Memory and Storage (FMS) conference this week, NVIDIA unveiled one of its most significant storage software initiatives to date, announcing that it is open-sourcing its cuFile APIs and the underlying storage software stack that powers GPUDirect Storage. The move is designed to remove one of the biggest bottlenecks facing AI infrastructure: […]
Andy Patrizio · Aug 5, 2026 · 3 min
GlobalFoundries Lands $300 Million in CHIPS Funding
GlobalFoundries has secured a planned $300 million award from the U.S. Department of Commerce to accelerate research and development of silicon photonics technology. The move is aimed at strengthening domestic semiconductor capabilities and addressing one of the biggest bottlenecks in next-generation artificial intelligence infrastructure, namely network throughput. The funding was announced Wednesday as a letter […]
Andy Patrizio · Jul 31, 2026 · 2 min
Samsung Lands $200 Billion Broadcom AI Chip Partnership in Major Foundry Win
Samsung Electronics and Broadcom have signed a memorandum of understanding to expand a strategic semiconductor partnership that the companies estimate will be worth more than $200 billion through 2030. The partnership is expected to support Broadcom’s growing portfolio of custom artificial intelligence processors and strengthen Samsung’s position in the rapidly expanding AI infrastructure market. The […]
Andy Patrizio · Jul 28, 2026 · 1 min
Intel to Restore Hyper-Threading in Future Xeon Chips
Intel is reversing course on one of its most significant recent processor design decisions, bringing back Hyper-Threading to future versions of the Xeon processor. Hyper-Threading is a technology that allows a processor core to execute two threads at once, sort of. While a Hyper-Threaded core appears as two logical processors to the system, they don’t […]
Andy Patrizio · Jul 27, 2026 · 2 min
Google Reportedly Developing AI Chip for Gemini
Google is reportedly developing a new custom AI chip designed specifically to run its Gemini family of artificial intelligence models more efficiently, marking the latest in a series of custom chips optimized for AI processing. The chip, internally codenamed “Frozen v2,” is being engineered to accelerate AI inference in a very unique manner. According to […]
Andy Patrizio · Jul 23, 2026 · 2 min
NVIDIA Vera CPU Tops AMD and Intel in Benchmarks
Cloud inference provider DeepInfra claims NVIDIA’s upcoming Vera CPU significantly outperformed competing processors from AMD and Intel in production-scale AI performance testing. Rather than using generic benchmarks, which don’t often reflect real-world usage, DeepInfra used its own production AI infrastructure for testing. It showed the Arm-based Vera CPU delivered up to 2.2 times faster agent […]
Andy Patrizio · Jul 21, 2026 · 2 min
TSMC Crushes Q2 Earnings Expectations, Raises Outlook
Just days after Samsung’s record-breaking second-quarter earnings, history repeated itself when Taiwan Semiconductor Manufacturing Co. (TSMC) reported record second-quarter earnings on the chipmaker’s central role in the global artificial intelligence (AI) boom. The world’s largest contract chip manufacturer posted second-quarter revenue of NT$1.27 trillion (US$40.2 billion), a 36% increase from Q2 of 2025. Net income […]
Andy Patrizio · Jul 16, 2026 · 2 min
Arteris, Arm Partner for Secure Chip Development
Semiconductor IP company Arteris is expanding its longstanding partnership with Arm Holdings to provide advanced hardware security verification across a broader range of Arm’s CPU portfolio. With so many technologies, the development cycle is focused on getting it running, making it run faster and then securing it, in that order. Security has a tendency to […]
Andy Patrizio · Jul 16, 2026 · 2 min
Samsung Posts Record Q2 Preliminary Profit
The AI memory boom has produced at least one big winner: Samsung Electronics, one of the three major memory makers, posted preliminary Q2 earnings that blow away all prior sales figures. The South Korean technology giant said it expects second-quarter operating profit of 89.4 trillion won (US$58.4 billion), a nearly 19-fold increase from a year […]
Andy Patrizio · Jul 13, 2026 · 3 min
MIT Researchers Unveil Petabit Photonic Networking Chip
Researchers at the Massachusetts Institute of Technology (MIT) say they have made a series of breakthroughs that could pave the way for computer chips capable of transmitting more than a petabit of data per second while consuming far less energy. The work comes from MIT’s Future of Integrated Photonics and Electronics Microsystems (FUTUR-IC) research program, […]
Andy Patrizio · Jul 13, 2026 · 2 min
SK hynix Places $8 Billion Chipmaking Equipment Order
SK hynix is making one of the largest manufacturing investments in the semiconductor industry’s history, with a proposed 11.9 trillion won (roughly $8 billion) purchase of advanced extreme ultraviolet (EUV) lithography systems from Dutch chip equipment maker ASML. The purchase, disclosed in regulatory filings tied to SK hynix’s planned Nasdaq listing, comes as it ramps […]
Andy Patrizio · Jul 10, 2026 · 1 min
AI Boom Could Extend Memory Shortage Until 2030
The artificial intelligence revolution is reshaping the global memory market, and not for the better, but in ways that could keep shortages and higher prices in place for years, according to a new report from consulting firm Kearney. The report, titled “The Great Memory Reallocation,” states that the industry is facing more than a traditional […]
Andy Patrizio · Jul 2, 2026 · 3 min
South Korean Government Proposes Massive Investment in Memory Manufacturing
The government of the Republic of Korea has unveiled a plan to invest at least $880 billion in memory capacity to ease the global shortage brought on by AI investment. South Korea is home to two of the three dominant DRAM makers, Samsung Electronics and SK hynix. The third is Micron Technology, headquartered in Boise, […]
Andy Patrizio · Jun 30, 2026 · 2 min
Qualcomm Makes Data Center Push Targeting AI Infrastructure
Qualcomm recently held an Investor Day conference where it laid out an aggressive strategy to push into data center market, while working alongside dominant players like NVIDIA and Intel rather than competing with them. If all goes according to plan, Qualcomm will have diversified its market considerably beyond just smartphones and become a major supplier […]
Andy Patrizio · Jun 29, 2026 · 3 min
IBM Breaks the 1NM Barrier With New ‘Nanostack’ Architecture
IBM is not the first name that comes to mind when it comes to chip design, but in fact it is on the bleeding edge of semiconductor development, thanks in part to its multi-decade partnership with Rensselaer Polytechnic Institute. And once again, IBM has unveiled a first: it has developed the first transistor technology below […]
Andy Patrizio · Jun 26, 2026 · 2 min
Micron, Anthropic Partner for Next-Gen AI Infrastructure
Micron Technology and Anthropic have announced a strategic alliance to jointly develop the next generation of artificial intelligence infrastructure. The partnership will focus on optimizing memory and storage solutions for large-scale AI models, including Anthropic’s Claude systems. “Our compute strategy depends on getting every layer of the stack right, and memory and storage are central […]
Andy Patrizio · Jun 26, 2026 · 2 min
Unpatchable Bug Found in Older Apple CPUs
A security research firm has published details of a new vulnerability affecting two generations of Apple CPUs that cannot be fixed through software updates. Security research firm Paradigm Shift has published details of a vulnerability in the BootROM of Apple’s A12, S4/S5, and A13 mobile chips, along with a working proof-of-concept exploit. The A12 processor […]
Andy Patrizio · Jun 24, 2026 · 2 min
AMD Bets on Hybrid Systems for Quantum Computing
Add AMD to the list of chip vendors looking to get into quantum computing. It is making a push into the emerging technology, arguing that the industry’s future will not be built on standalone quantum machines but on tightly integrated systems that combine quantum processors with high-performance computing (HPC) and artificial intelligence infrastructure. In a […]
Andy Patrizio · Jun 23, 2026 · 2 min
NVIDIA Says the Future of AI Factories Is Hotter
NVIDIA has announced it has found a solution to the water crisis plaguing data centers: hot water. The company says that the next generation of AI factories will run hotter than a hot tub, yet consume less energy and water thanks to a breakthrough in liquid cooling technology. In a new blog post published during […]
Andy Patrizio · Jun 23, 2026 · 2 min
SK hynix Ships Samples of 12-Layer Next-Gen HBM4E
South Korean memory maker SK hynix has announced it has delivered HBM4E memory samples to major customers, marking an impending release. HBM4E is special because it pushes high-bandwidth memory into a much faster, denser, and more efficient tier for AI and HPC systems. It extends the same 2048-bit, 32-channel architecture of HBM4 to higher per-pin […]
Andy Patrizio · Jun 18, 2026 · 1 min
Memory Industry is Shifting to HBM at DRAM’s Expense
Because of demand from AI workloads, memory production is shifting away from standard DRAM toward High Bandwidth Memory (HBM), which is causing both a shortage of standard DRAM and a sharp increase in prices for the supply that is available. There are only three vendors of note in the world making both DRAM and HBM […]
Andy Patrizio · Jun 18, 2026 · 2 min
Are Language Processing Units the Next Big Deal in AI Computing?
The AI race has produced dozens of semiconductor startups as it has become clear that NVIDIA GPUs aren’t the solution to everything. Much of the activity is around inference, where GPUs are viewed as overkill. A new category of processor is emerging: the Language Processing Unit, or LPU. With large language models (LLMs) at the […]
Andy Patrizio · Jun 16, 2026 · 2 min
Morgan Stanley Warns of ‘Chipflation’ From Price Squeeze
The artificial intelligence buildout boom is having a significant impact beyond data centers, creating a new wave of inflationary pressure across the global technology industry, according to a recent report from Morgan Stanley. In a 66-page research note, analysts warned that soaring memory chip costs are spreading through supply chains, threatening to raise prices for […]
Andy Patrizio · Jun 8, 2026 · 2 min
Microsoft Unveils Majorana 2 Quantum Computing Chip
Microsoft has introduced Majorana 2, the second generation of its topological quantum processor, promising major advancements in performance. According to Microsoft, Majorana 2 delivers dramatically improved qubit reliability and longer coherence times than its predecessor, with the potential for fault-tolerant quantum computing. The company says the new processor achieves average qubit lifetimes measured in seconds […]
Andy Patrizio · Jun 8, 2026 · 2 min
AMD Continues to Nibble Away at Intel’s Market Share
AMD continued to nibble away at Intel’s market share in the first quarter of 2026 with some bigger bites than usual, particularly on the server side, where it made considerable inroads year over year. The Q1 2026 numbers from Mercury Research, a market research firm specializing in semiconductor sales, found that Intel’s overall share of […]
Andy Patrizio · Jun 4, 2026 · 2 min
NVIDIA Formally Introduces Vera, a CPU Designed for AI
NVIDIA formally took the wraps off of Vera, its second-generation […]
Andy Patrizio · Jun 2, 2026 · 2 min
AMD Launches New CPUs With DDR4 Support
CPU and motherboard makers like to transition off of old […]
Andy Patrizio · Jun 1, 2026 · 1 min
Huawei Claims It Can Build Cutting Edge Chips in Five Years
China has been working to circumvent the highly restrictive sanctions […]
Andy Patrizio · May 28, 2026 · 2 min
Intel Charges Ahead With New Process Nodes
Intel may have finally gotten its 18A process node right, but it’s sure not resting on its laurels. The company CEO has announced two new process shrinks in the coming years.Intel’s leading edge process technology is currently at 18A, or 1.8 nanometers, and 14A is in the works. CEO Lip-Bu Tan
Andy Patrizio · May 23, 2026 · 2 min
TSMC Lays Out ‘Three-Layer Cake’ Vision for AI Chips
Taiwan Semiconductor Manufacturing Company (TSMC) is laying out a vision for the future of chip design that is built on a platform of three integrated technologies rather than keeping them separate.The new paradigm was introduced at the 2026 Technology Symposium in Hsinchu, Taiwan, by TSMC Senior Vice President Zhang Xiaoqiang. The
Andy Patrizio · May 20, 2026 · 2 min
Intel to Make Apple Chips: Report
The Wall Street Journal reports that after more than a year of negotiations, Apple and Intel have reached a preliminary agreement for Intel to manufacture certain processors for Apple.Sources close to both Apple and Intel tell the Journal that Apple is reportedly looking for alternative fabs to TSMC, as it wants
Andy Patrizio · May 11, 2026 · 2 min
Global Chip Sales Surge in Q1 as March Sales Rise 79.2% Year-Over-Year
There appears to be nothing stopping semiconductor sales, not war, not economic uncertainty, and not supply shortages. According to the Semiconductor Industry Association (SIA), global semiconductor sales in the first quarter of 2026 were $298.5 billion, up 78% over the $167.7 billion reported in Q1 2025. Traditionally, the period from Q4 to Q1 of the following
Andy Patrizio · May 7, 2026 · 1 min
Samsung, SK Hynix and Micron Commence DDR6 Development
DDR5 memory is still impossible to get, but the major DRAM manufacturers have begun work on DDR6.According to the Korean publication The Elec, substrate manufacturers have been requested by the top three memory makers, Samsung, SK Hynix, and Micron, to advance the development of DDR6.Package substrates in DRAM matter
Andy Patrizio · May 5, 2026 · 1 min
TSMC to Invest $56B in Fabs This Year, and It’s Still Not Enough
Taiwan Semiconductor Manufacturing Company (TSMC) said it plans to spend between $52 and $56 billion in capital expenditures this year, but it expects the parts shortage to remain through 2027.The comments were made by Jen-Chau Huang, senior VP & CFO, on a conference call with financial analysts to discuss TSMC’s first
Andy Patrizio · May 1, 2026 · 2 min
Intel Reports Better-Than-Expected Results Due to Strong AI Demand
One year after people began preparing Intel’s obituary, they’re tearing it up, as the company has posted a remarkable turnaround in fortune.In the first quarter of 2026, Intel’s revenue rose 7% to $13.6 billion, more than $1 billion higher than Wall Street expected. Intel’s non-GAAP earnings per share (which excludes one-time
Andy Patrizio · Apr 28, 2026 · 2 min
Intel Launches Low-End SoC Processor
A few weeks back, Apple caused a stir with the announcement of the MacBook Neo, a $599 notebook that had the physical features of a MacBook but a low-end processor — the same one used in the iPhone 16 — and something not typically associated with Apple products, namely, affordability. And now
Andy Patrizio · Apr 24, 2026 · 2 min