Qualcomm is doubling down on its Windows on Arm push with new budget-friendly Snapdragon X2 Plus processors. Announced at CES, they promise huge efficiency gains and an 80 TOPS NPU, but the company still faces an uphill battle against entrenched x86 rivals in the enterprise market.
After stumbling with HBM3, Samsung is poised for a major comeback in the critical high-bandwidth memory market. The company’s co-CEO revealed that key clients, including NVIDIA, are optimistic about its upcoming HBM4 modules, which boast industry-leading 11 Gbps pin speeds. Analysts now predict Sams
Chinese tech giant Baidu is leading premarket gains with a 12% jump after announcing plans to spin off its semiconductor unit. Home goods retailers like Wayfair and RH are also climbing following a delayed tariff hike on furniture.
Federal prosecutors unsealed a case detailing “Operation Gatekeeper,” a smuggling ring that allegedly tried to export $160M in Nvidia H100 and H200 GPUs to China. In a bizarre twist, President Trump announced on the same day that the US would now allow H200 exports to China for a 25% fee.
The AI hardware race is heating up on two fronts. Nvidia is pushing TSMC to produce more H200 chips amid massive Chinese orders, while Meta is buying startup Manus to bolster its AI agent capabilities.
Nvidia is making a huge strategic move into AI inference, licensing Groq’s chip technology for a reported $20 billion. The deal brings Groq’s leadership and engineers into Nvidia’s fold as the AI market shifts focus from training models to running them at scale.
TSMC is facing a severe supply crunch for its upcoming 2nm chips, with capacity fully booked until the end of 2026. The company has notified customers of price increases for its advanced nodes for four consecutive years, starting January 1st.
Astronomers using the James Webb Space Telescope have analyzed the atmosphere of a truly bizarre world. The planet, PSR J2322-2650b, is stretched into a lemon shape, has a carbon-rich atmosphere, and orbits a millisecond pulsar every 7.8 hours, completely upending our understanding of planetary evol
Apple’s switch to its own silicon five years ago was a massive risk that redefined laptop performance and battery life. The real impact, however, is how the M-series’ unique architecture is now enabling a new wave of on-device AI applications that competitors are scrambling to match.
Intel’s latest AI Playground software update appears to have leaked a major new GPU. The guide references an unnamed Arc GPU with a massive 32 GB of VRAM, sparking speculation about the upcoming Battlemage architecture.
