For the first time in two years, the world bought fewer PCs. Global shipments of desktops, notebooks, and workstations fell 3.6% in the second quarter of 2026, to 65.7 million units, according to the analyst firm Omdia. The cause is not weak demand. It…
On stage at the RAISE Summit in Paris, the interviewer put it bluntly to Mark Papermaster. He should have bought AMD shares six months ago, he joked, back when they traded near $200. They now sit above $500. AMD is no longer the plucky underdog chasing…
A Paris startup wants to loosen Nvidia’s grip on AI, not with a new chip, but with software. ZML has released a free tool that runs open-source models fast across Nvidia, AMD, Google, Apple and Intel silicon alike. Nvidia still rules AI hardware, but i…
Rapidus is building Japan’s entire return to leading-edge logic on one fab in Chitose, Hokkaido.
Apple is spending big to make chips at home. It has committed to a multi-year Broadcom deal worth more than $30 billion, Apple announced on Wednesday. That makes it Apple’s largest US manufacturing pledge to date. The scale is the story. The deal shoul…
Apple has begun testing memory chips from China’s state-backed CXMT for devices sold in China, the Financial Times reports. That puts it behind a supplier Washington has flagged as a security risk. Apple has turned to Chinese memory chips for its own d…
Intel’s XBM patent proposes an HBM alternative that uses backend-transistor DRAM, UCIe chiplet links, and repair logic to reduce packaging costs and complexity.
Huawei is reportedly preparing to enter South Korea’s AI accelerator market with its Ascend 950 chips and Atlas 950 SuperPod, challenging Nvidia through aggressive pricing, amid a broader push to expand its AI ecosystem beyond China
Nvidia powers almost every self-driving car project going. A small Japanese startup is quietly handing some of that work to AMD instead. Turing Inc. has added AMD Ventures to its backers and started running its AI on AMD chips, Bloomberg reported. The …