Intel posts return to growth and profitability in Q3 2025, but significant challenges remain — achieves $13.7 billion revenue with $4.1 billion operating profit By Anton Shilov published 24 October 25 Not out of the woods yet, not even close.
Virtualized Windows 11 test shows Apple's M5 destroying Intel and AMD's best in single-core benchmark — Chinese enthusiast pits Ryzen 9 9950X3D and Core i9 14900KS against Apple's latest SoC By Anton Shilov published 24 October 25 But the M5 fails to offer competitive performance in multi-threaded CPU-Z test.
Nexperia fallout threatens automobile production as Japanese carmakers warn of supply disruptions while European companies prep assembly line shut-downs — mature-node chip market in crisis as supply dwindles By Anton Shilov published 23 October 25 Global automakers brace for disruption.
Trump administration to follow up Intel stake with investment in quantum computing, report claims — tens of millions of CHIPS Act dollars could be paid out to leading companies in exchange for equity By Anton Shilov published 23 October 25 The U.S. government is in talks to take equity stakes in major quantum computing startups in exchange for at least $10 million each in funding from the Commerce Department.
China's supercomputer breakthrough uses 37 million processor cores to model complex quantum chemistry at molecular scale — Sunway fuses AI and quantum science By Anton Shilov last updated 22 October 25 Chinese researchers used the Oceanlite supercomputer and a custom NNQS model to simulate molecular systems with 120 spin orbitals.
Chinese companies unveil a swathe of breakthrough chipmaking innovations at tradeshow — chipmaking lithography tools, software design tools, and resists all on display as the nation pursues self-sufficiency By Anton Shilov published 22 October 25 But it is still dramatically behind the U.S.
AMD planning monstrous dual-cache Ryzen 9 9950X3D2 with 192MB of game-boosting L3 cache, according to leak By Anton Shilov published 21 October 25 AMD is preparing a refreshed Ryzen 9000-series “Granite Ridge” lineup that boosts clock speeds, power limits, and 3D V-Cache capacity to deliver higher gaming and desktop performance.
Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker — Intel has gained $73 billion in market cap since investment By Anton Shilov published 21 October 25 Good for Intel and the USA.
ASML launches revolutionary lithography scanner for advanced 3D chip packaging — Twinscan XT:260 machine quadruples throughput By Anton Shilov published 21 October 25 Premium For the 'More-than-Moore' era in chipmaking.
TSMC gives an ultra-rare video look inside its fabs — 'Silver Highway' and fab tools revealed in flyby video of company's US Arizona Fab 21 By Anton Shilov published 19 October 25 TSMC's new flyby video of its Fab 21 in Arizona offers a rare glimpse inside the fully operational N4/N5 cleanroom, highlighting ASML's EUV scanners producing chips for Apple, AMD, and Nvidia.
Stinky thermal paste emits acidic vapors, corrodes copper, 'glues' heatsinks to processors, and permanently damages coolers - SGT-4 TIM is a chemically reactive blend, finds investigation By Anton Shilov published 19 October 25 Or enjoy the vinegar odor, because you like marinated pickles, and pitting because you like ant videos.
Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product By Anton Shilov published 18 October 25 But advanced packaging is still conducted in Taiwan
Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership By Anton Shilov published 17 October 25 Microsoft and Intel announced their partnership last year
China's latest round of rare-earth export controls gives the country dominion over precious resources — regulations have far-reaching implications for the semiconductor industry By Anton Shilov published 16 October 25 Premium Export controls expand to knowledge, tools and equipment
TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion By Anton Shilov published 16 October 25 TSMC posted a record $33.1 billion in quarterly revenue driven by surging demand for AI and HPC processors, the ramp of Apple's latest SoCs, and the continued strength of advanced nodes.
Tachyum's 'general-purpose' Prodigy chip delayed again — now with 256 cores per chiplet and a $500 million purchase order from EU investor By Anton Shilov published 16 October 25 Commercial shipments probably won't happen until sometime in 2027
ASML is prepared for China's rare-earth export controls — finance head says company has stock thanks to long lead times By Anton Shilov published 15 October 25 ASML has enough. For now.
Frore's new LiquidJet coldplates are designed to handle up to 4,400W of power from Nvidia's Feynman AI GPUs — new design uses semiconductor manufacturing techniques to create 3D jet-channel microstructures By Anton Shilov published 15 October 25 Drop in compatible with Blackwell Ultra today, ready for Feynman tomorrow.
Intel unveils Crescent Island, an inference-only GPU with Xe3P architecture and 160GB of memory By Anton Shilov published 14 October 25 Intel has unveiled its Crescent Island data center GPU for inference, built on the Xe3P architecture and equipped with 160 GB of LPDDR5X memory.
AMD and Intel celebrate first anniversary of x86 alliance — new security features coming to x86 CPUs By Anton Shilov published 14 October 25 The x86 Ecosystem Advisory Group turns one year old.
Inside the AI accelerator arms race: AMD, Nvidia, and hyperscalers commit to annual releases through the decade By Anton Shilov published 13 October 25 Premium Competition for Nvidia looms.
Applied Materials preps for 'Angstrom Era' in chipmaking — spearheaded by its new Kinex, Xtera, and PROVision 10 systems By Anton Shilov published 12 October 25 Applied Materials has introduced three new chipmaking systems that are set to mark the beginning of the 'angstrom' and 3D chiplent integration era in chipmaking.
Trump strikes back at China with a 100% tariff and critical software ban — major escalation retaliates for China's rare earth restrictions By Anton Shilov published 11 October 25 Hit them high.
Intel's 18A production starts before TSMC’s competing N2 tech — here's how the two process nodes compare By Anton Shilov published 10 October 25 Production starts at Fab 52.
SoftBank is seeking $5 billion loan to invest in OpenAI, plans to use Arm shares as collateral — rapid AI expansion continues, investment could top $30 billion By Anton Shilov published 10 October 25 SoftBank has a growing appetite for cash on its path towards becoming a major AI force.
