Broadcom CEO Hock Tan poured cold water on the near-term hype for silicon photonics in data centers. Instead, the company is focused on delivering a massive $73 billion order backlog, driven by custom AI accelerators.
Qualcomm is acquiring RISC-V CPU designer Ventana Micro Systems. This move gives the chip giant a high-performance alternative to Arm for datacenter and enterprise chips, with silicon expected in early 2026.
Apple’s senior vice president of Hardware Technologies, Johny Srouji, has directly addressed his team to quash rumors of his departure. This comes after a Bloomberg report over the weekend suggested he was considering leaving the company.
The memory shortage is so severe that Samsung is rethinking its entire production strategy. The company is shifting lines to make more profitable DDR5, but gamers shouldn’t expect any relief.
A shipment log has revealed the first Zen 5 X3D processor, the Ryzen 7 9850X3D. The big news is its 120-watt TDP, a huge jump from the previous 65-watt rating for 8-core X3D chips. This suggests AMD is pushing for higher performance with its next-gen gaming flagship.
Shares of Beijing-based GPU company Moore Threads, often called “China’s Nvidia,” soared more than 400% on its Shanghai trading debut. The surge follows a $1.1 billion listing as China pushes for semiconductor independence amid U.S. restrictions.
Nvidia CEO Jensen Huang is taking his case against AI chip export controls directly to U.S. lawmakers. His closed-door meeting with Senate Republicans highlights the intense lobbying battle over the future of AI technology and its critical hardware.
Nvidia’s $2 billion investment in Synopsys is creating major tension in the AI hardware world. Synopsys is a key board member and IP provider for the UALink consortium, which is building an open standard to compete directly with Nvidia’s proprietary NVLink technology.
Apple is reportedly planning to have Intel manufacture its lower-end M7 chips in US factories starting around mid-2027. This would mark the first time M-series chips aren’t exclusively made by TSMC. The move appears driven by supply chain diversification and potential political considerations.
Apple is reportedly testing Intel’s 18A-P manufacturing process and could begin production of M-series chips by late 2026. The first devices with Intel-made Apple silicon might ship as early as Q2 2027. This would mark a major shift in Apple’s chip manufacturing strategy away from TSMC.
