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Category: Semiconductors

South America’s AI Boom is Hitting a Power Grid Wall
AIManufacturingSemiconductors

South America’s AI Boom is Hitting a Power Grid Wall

A projected $100 billion in datacenter investment is flowing into Brazil by 2030, with the Latin American market set to double to $14 billion. But the continent’s AI future is being shaped by a brutal mismatch between demand and the physical infrastructure needed to support it, from transmission lin

by Harlow WesleyJanuary 31, 2026
AMD’s 128-Core Beast Crushes Intel in Huge 500-Test Server Showdown
ComputingHardwareSemiconductors

AMD’s 128-Core Beast Crushes Intel in Huge 500-Test Server Showdown

A massive new round of nearly 500 benchmarks on Linux 6.18 LTS shows AMD’s EPYC 9755 Turin processor with 128 cores delivering a decisive performance win over Intel’s competing Xeon 6980P Granite Rapids chip. The tests, run over the holidays, also monitored power consumption, highlighting efficiency

by Owen HoltJanuary 30, 2026
KLA’s AI-Driven Boom Shows Where Chipmaking Is Headed
AIManufacturingSemiconductors

KLA’s AI-Driven Boom Shows Where Chipmaking Is Headed

KLA’s fiscal Q2 2026 results beat expectations, fueled by AI-driven demand for advanced logic and HBM chips. The company highlights a massive shift toward more complex process control and advanced packaging.

by Owen HoltJanuary 30, 2026
Apple’s Feeling the Memory Chip Squeeze, Too
HardwareManufacturingSemiconductors

Apple’s Feeling the Memory Chip Squeeze, Too

Even Apple isn’t immune to the global memory chip shortage. CEO Tim Cook says rising memory prices will pressure margins, despite blockbuster iPhone 13 demand that led to $143.76B in revenue. The entire tech industry is scrambling for chips.

by Harlow WesleyJanuary 30, 2026
Microsoft’s New AI Chip Takes Aim at Nvidia’s Throne
AIHardwareSemiconductors

Microsoft’s New AI Chip Takes Aim at Nvidia’s Throne

Microsoft has launched the Maia 200, a powerful new chip designed to run AI models more efficiently. It’s a direct challenge to Nvidia’s dominance and part of a broader trend of companies designing their own silicon.

by Harlow WesleyJanuary 26, 2026
Samsung’s Exynos 2600 GPU Might Actually Beat Snapdragon
HardwareSemiconductorsTechnology

Samsung’s Exynos 2600 GPU Might Actually Beat Snapdragon

According to new leaks, the Samsung Exynos 2600 chip is posting impressive GPU benchmark scores. This could give it an edge over the Snapdragon 8 Elite Gen 5 in the upcoming Galaxy S26.

by Owen HoltJanuary 25, 2026
Nvidia CEO Calls US-China Decoupling “Naive” as H200 Sales Loom
AIBusinessSemiconductors

Nvidia CEO Calls US-China Decoupling “Naive” as H200 Sales Loom

Nvidia CEO Jensen Huang has called the idea of the US decoupling from China “naive” and “not based on any common sense.” He’s optimistic about renewed chip sales, with China reportedly set to approve H200 shipments this quarter.

by Harlow WesleyJanuary 9, 2026
Nvidia and AMD Might Bring Back Old Chips. Seriously.
HardwareManufacturingSemiconductors

Nvidia and AMD Might Bring Back Old Chips. Seriously.

In a wild turn for the PC market, AMD and Nvidia are openly discussing bringing back older technology to combat shortages and soaring costs. Execs from both companies confirmed the strategy is on the table in interviews with Tom’s Hardware. This could mean the return of cards like the RTX 3060 or ol

by Harlow WesleyJanuary 8, 2026
AMD’s 1000x AI Claim is a Marketing Mirage, But the Real Fight is Coming
AIHardwareSemiconductors

AMD’s 1000x AI Claim is a Marketing Mirage, But the Real Fight is Coming

AMD’s boasting about 1000x AI gains by 2027 is based on a questionable rack-to-node comparison. The real story is the detailed, competitive hardware it plans to launch in late 2026 to take on Nvidia’s Rubin systems head-on.

by Owen HoltJanuary 8, 2026
AMD’s New Server Plan: Ditch the Old BIOS for Good
ComputingHardwareSemiconductors

AMD’s New Server Plan: Ditch the Old BIOS for Good

AMD is proposing a major shift in how server platforms are configured. The goal is to eliminate dependency on legacy BIOS tools and create a unified experience across different firmware solutions.

by Harlow WesleyJanuary 7, 2026

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