10_AMD_Memory_Encryption.md
AMD Silently Drops Memory Encryption From Consumer Ryzen Chips AMD has removed a hardware memory encryption feature from its latest consumer Ryzen processors without a public announcement, according to a…
09_Intel_Production.md
Intel Begins Volume Production of Its Most Advanced Chips Intel has started mass production of its most advanced process technology, according to CNBC, moving the company past trial runs and…
Intel’s Most Advanced Chip Node Enters Production Testing
The engineers gathered at the VLSI Symposium in Honolulu on Tuesday to hear Intel make a quiet but consequential announcement: the company’s most advanced chipmaking process, 18A-P, had entered risk…
Chip Stocks Split a Week After the Broadcom Selloff
The SOXX semiconductor ETF fell 10% in a single day on June 5, and the sector’s biggest names fell harder. AMD dropped 10.9%, Intel 11.3%, and the memory and equipment…
BofA Sees the Server CPU Market Quintuple by 2030
The computer chip that the AI boom was supposed to make irrelevant is having a comeback, and Bank of America has put a number on it. The server CPU market…
AMD’s Revenue Jumps 38% as Its AI Chips Close the Gap
Advanced Micro Devices reported first-quarter revenue of $10.25 billion, up 37.85% from a year earlier, the fastest growth in years, as its AI accelerators and server processors found buyers across…
Nvidia’s Margin and Its $5 Billion Bet on a Rival
Two numbers from Nvidia describe the AI chip market better than any earnings call. The company’s gross margin reached 74.9% in its latest quarter, and it announced a $5 billion…
Intel’s Rally Runs on 18A, Apple and a Turnaround Narrative
Fourteen months ago, Intel’s stock traded near $11 and the company’s future was the subject of an open debate about whether it would survive as a chip designer, a foundry…
Intel Wins Google’s TPU Business in a Foundry Breakthrough
Google has ordered more than three million of its custom TPU AI chips from Intel’s foundry, with production scheduled for 2028, according to people familiar with the agreement. The order…
Huang’s RTX Spark Launch in Taipei Redraws the Map of the AI Hardware Business
TAIPEI — The keynote began with a countdown and a crowd that had queued since before dawn, and Jensen Huang did not open with a slide. He walked onto the…
