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Hand-picked coverage from the Techstrong Semi editorial team.
AMD Continues to Nibble Away at Intel’s Market Share
AMD continued to nibble away at Intel 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
Cisco Needs Its Own Silicon to Compete in AI Infrastructure
For most of Cisco’s history, the company occupied a well-defined place in the technology stack. Cisco built the networks that connected everything else. Servers evolved. Storage evolved. Applications evolved. Cisco moved the packets between them. That position created one of the most successful companies in technology history. It may not be enough for the AI […]
Alan Shimel · Jun 3, 2026 · 5 min
Techstrong Semi: Why This Matters Now
Last week, Futurum announced its intent to acquire Enterprise Technology Research (ETR). This week, we’re launching Techstrong Semi. On the surface, those may look like unrelated developments. One is an acquisition that adds one of the industry’s most respected sources of enterprise technology spending intelligence to Futurum. The other is a new media property focused […]
Daniel Newman · Jun 2, 2026 · 5 min
Every AI Story Eventually Becomes a Semiconductor Story
When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
Alan Shimel · Jun 2, 2026 · 5 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 · 3 min
Apple Was the Target. Intel May Be the Casualty
Microsoft and NVIDIA do not usually coordinate their social feeds for fun. So when the two companies posted matching teasers on May 29 promising “a new era of PC,” complete with map coordinates pointing at a venue in Taipei, the timing was not subtle. Computex opens June 2, Jensen Huang has a keynote, and the […]
Alan Shimel · Jun 1, 2026 · 6 min
NVIDIA Plays a Delicate Balancing Game
NVIDIA’s recent announcement that it plans to invest roughly $150 billion annually in Taiwan and establish a major headquarters presence there generated headlines around the world. Given Taiwan’s role in the semiconductor industry, the move was hardly surprising. TSMC manufactures NVIDIA’s most advanced chips, and the broader ecosystem of suppliers, packaging specialists and manufacturing partners […]
Alan Shimel · Jun 1, 2026 · 5 min
Intel’s Crescent Island GPU Built for AI Inference with Up to 480 GB Memory
Intel has disclosed new details about Crescent Island, its upcoming […]
James Maguire · Jun 1, 2026 · 3 min
NVIDIA, Microsoft Debut RTX Spark Platform for Agentic AI PCs
NVIDIA has unveiled the RTX Spark, a new Arm-based chip […]
James Maguire · Jun 1, 2026 · 3 min
Amazon Lands $6B Cloud Deal from Snowflake in Massive AI Hardware Push
Amazon Web Services (AWS) has secured a $6 billion, five-year […]
Jon Swartz · May 28, 2026 · 3 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 · 3 min
Broadcom Rolls Out Wi-Fi 8 and 50G Networking Gear Ahead of Standards Approval
Networks are handling heavier AI-related traffic and rising demand for multi-gigabit connectivity, and Broadcom has released a new set of chips for fiber gateways, Wi-Fi 8 routers, and fixed wireless access systems that support this higher-capacity data transfer. The company introduced a new 50G passive optical networking (PON) gateway system-on-chip, the BCM68850,
James Maguire · May 27, 2026 · 3 min
NVIDIA CEO Huang Urges Super Micro to Tighten Export Compliance Amid $2.5B AI Chip Smuggling Scandals
NVIDIA Corp. CEO Jensen Huang landed Saturday in Taiwan ahead of the Computex 2026 trade show, smack dab in the middle of a high-stakes geopolitical storm involving record corporate earnings, tight supply chains, and a major international hardware smuggling scandal. Upon landing at Taipei’s Songshan Airport, Huang immediately called on long-time server manufacturing partner Super Micro
Jon Swartz · May 25, 2026 · 4 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
IBM, Commerce Department to Back $1B Quantum Chip Foundry
The United States could soon have a dedicated quantum chip foundry, backed by the largest award in a $2 billion federal quantum investment package spanning multiple companies. IBM and the U.S. Department of Commerce (DoC) today announced a letter of intent for $1 billion in CHIPS Incentives funding to support Anderon, a new IBM company
Jaime Hampton · May 22, 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
VMware Moves ESX Toward Arm Servers Amid Growing Enterprise Interest
In a sign of increasing enterprise interest in Arm-based processors, VMware has released a preview of ESX running on Arm-based servers, an early step in the company’s efforts to expand support beyond traditional x86 infrastructure. The VMware ESX on Arm Tech preview indicates that VMware’s core hypervisor can now operate on
James Maguire · May 19, 2026 · 2 min
Arm Under FTC Investigation as Chipmaker Moves into Developing AI Hardware
Arm Holdings is under investigation by the US Federal Trade Commission as regulators examine whether the British semiconductor company is using its dominant position in processor architecture to disadvantage competitors. The inquiry focuses on Arm’s licensing business, which supports much of the global smartphone sector and increasingly the AI computing market, including
James Maguire · May 18, 2026 · 3 min
NVIDIA’s China Ambitions Stall as Beijing Pivots to Homegrown Tech
Despite a high-profile appearance by NVIDIA Corp. CEO Jensen Huang during President Trump’s state visit to China this week, the world’s leading chipmaker remains locked out of its most critical growth market. As the summit between Trump and President Xi Jinping concluded on Friday, the future of NVIDIA’s advanced artificial intelligence (AI) hardware in China remains
Jon Swartz · May 15, 2026 · 3 min