AMD just announced its Q3 2025 earnings with record $9.2 billion revenue, up 36% year-over-year. CEO Lisa Su confirmed the 2nm EPYC Venice “Zen 6” CPUs and Instinct MI400 AI accelerators are on track for 2026 launch, with early silicon already performing well in labs.
AMD delivered better-than-expected Q3 results with revenue surging 36% to $7.4 billion. However, the stock dipped after hours as margin guidance merely met analyst expectations rather than exceeding them.
AMD is facing a patent lawsuit from Adeia over its 3D V-Cache technology used in Ryzen X3D processors. The company alleges infringement of ten patents related to chip stacking and hybrid bonding. This follows similar actions against NVIDIA, Disney, and other major tech companies.
Apple is planning to debut an M5 Ultra chip specifically for the Mac Studio in 2026, according to Bloomberg reporting. The company skipped an M4 Ultra entirely, making this a significant return to high-end performance chips. We’ll likely see the M5 Ultra arrive after the M5 Pro and Max variants debu
AMD just posted its best quarter ever with $9.2 billion in revenue, driven by explosive growth in data center AI and PC segments. The chip designer is deepening its partnership with OpenAI while forecasting even stronger performance ahead. CEO Lisa Su says they’re on track for tens of billions in an
China is providing massive electricity subsidies to data centers using domestic AI chips from Huawei and Cambricon. The chips are reportedly 30-50% less power efficient than NVIDIA’s alternatives. This move aims to keep Chinese companies loyal to local technology despite performance gaps.
NVIDIA CEO Jensen Huang revealed that producing Blackwell AI chips in the US required crucial collaboration with Taiwanese partners. The project took just nine months from start to volume production thanks to companies like TSMC, Foxconn, and Wistron. This achievement highlights how deeply interconn
Broadcom could rally another 32% thanks to accelerating AI chip demand from hyperscalers, according to Jefferies. The bank raised its price target to $480 and sees $60 billion revenue upside by 2027 driven by Google, Meta, and OpenAI custom chips.
Recent reports indicate significant price increases for both Intel and AMD processors, particularly affecting previous-generation models. The surge appears driven by AI industry demand and component shortages, creating ripple effects across the DIY market.
South Korea’s massive Nvidia GPU acquisition positions it as the world’s third-largest AI computing power. This strategic move could redefine global technology leadership and semiconductor competition for years to come.
