Samsung blames 'one-off costs' as Q3 chip profits plummet 40% Unexpected expenses in semiconductor division overshadow revenue gains Systems31 Oct 2024 |
Sketchy financials send Supermicro auditors running for the hills If SMCI is the AI Enron, Ernst & Young wants nothing to do with them Systems30 Oct 2024 | 23
Brit Apple semi supplier IQE's CEO departs amid reshuffle Big personnel changes happening as semiconductor materials seller looks set to list Taiwan biz in 2025 Systems30 Oct 2024 | 3
AMD teases its GPU biz 'approaching the scale' of CPU operations Q3 profits jump 191 percent from last quarter on revenues of $6.2 billion, helped by accelerated interest in Instinct Systems30 Oct 2024 | 5
Softbank CEO says 'super AI' will arrive in 2035 and cost $9T Video Oh, and it'll need the total current US power output AI + ML29 Oct 2024 | 22
xAI picked Ethernet over InfiniBand for its H100 Colossus training cluster Work already underway to expand system to 200,000 Nvidia Hopper chips Systems29 Oct 2024 | 4
The troublesome economics of CPU-only AI Analysis At the end of the day, it all boils down to tokens per dollar Systems29 Oct 2024 | 4
Chinese chips, quantum and AI now on US investment blacklist Wouldn’t want to inadvertently fund the PLA Systems29 Oct 2024 | 3
TSMC reportedly cuts off RISC-V chip designer linked to Huawei accelerators You know what they say, where there's a will there's a Huawei Systems28 Oct 2024 | 4
Apple quietly admits 8GB isn't enough in 2024, M4 iMac to ship with 16GB as standard The silicon no longer limited to Cupertino's priciest iPads Systems28 Oct 2024 | 122
Intel to expand Chengdu facility, despite US China tension Chipzilla unlikely to give in when it comes to its biggest sales market Systems28 Oct 2024 | 2
Energy exec punts datacenter power options out to long term Bit barns aren't going to hook up to nuclear in a rush Systems25 Oct 2024 | 5
Mature node chip output to surge 6% in 2025 TrendForce reports significant capacity gains as Beijing targets reduced reliance on imported semiconductors Systems25 Oct 2024 | 8
Congress to Commerce: Sanction more Chinese chip firms to stop Huawei's evasion We don't really need a letter full of circumstantial evidence to prove what we already know needs doing Systems24 Oct 2024 | 38
Huawei releases data detailing serverless secrets Reveals why your functions start slowly on its cloud and maybe others too Systems24 Oct 2024 | 4
A closer look at Intel and AMD's different approaches to gluing together CPUs Analysis Epycs or Xeons, more cores = more silicon, and it only gets more complex from here Systems24 Oct 2024 | 25
Nvidia CEO whines Europeans aren’t buying enough GPUs EU isn’t keeping up with US and China investments, AI arms dealer says Systems24 Oct 2024 | 34
Top EU court overturns Intel's billion-dollar antitrust fine Conditional rebates settled, but $400M matter of naked restrictions remains Systems24 Oct 2024 | 6
Arm to Qualcomm: See you in court? Oh yes, please Doesn't quite confirm eight-week license cancellation deadline, but does strap on the gloves Systems24 Oct 2024 | 13
IBM's mainframe bubble bursts and growth stalls Red Hat still glowing, but Big Blue's been bruised by investors Systems24 Oct 2024 | 17
Ex-Intel board members make an ill-conceived case for spinning off Foundry Comment Save America’s most important manufacturer? More like save our portfolio and let Uncle Sam pick up the pieces Systems23 Oct 2024 | 34
RISC-V reaches milestone with RVA23 profile ratification Comment No longer an underdog - it now challenges Arm and x86 Systems23 Oct 2024 | 5
41-million-digit prime crunched by datacenter GPUs Former Nvidia engineer's discovery shows graphics compute can kick some serious ass Systems23 Oct 2024 | 31
Rackspace is back with a seat on the OpenInfra Foundation board Absence makes the cloud grow fonder Systems23 Oct 2024 | 2
Arm reportedly warns Qualcomm it will cancel its licenses Qualcomm brands ploy as 'unfounded' cash grab Legal23 Oct 2024 | 48
Fujitsu delivers GPU optimization tech it touts as a server-saver Middleware aimed at softening the shortage of AI accelerators AI + ML23 Oct 2024 |
TSMC blows whistle on potential sanctions-busting shenanigans from Huawei Chip giant tells Uncle Sam someone could be making orders on the sly Systems22 Oct 2024 | 13
It's about time Intel, AMD dropped x86 games and turned to the real threat Opinion Have recent troubles finally humbled Chipzilla? Systems22 Oct 2024 | 92
As Arm rivals cook up custom silicon, Mediatek sticks to tried-and-true Cortex recipe Interview Exec Chris Bergey tells us what the chip designer is doing to stay competitive Systems22 Oct 2024 | 5
India, Nvidia, discuss jointly developed AI chip Current capabilities mean local manufacturing is not likely – but a chip tuned to Indian needs could work Systems22 Oct 2024 | 4
China Telecom's next 150,000 servers will mostly use local processors Intel and AMD left scrapping over about a third of the deal, and license fees Systems22 Oct 2024 | 3
US leans on Japan to curb sales of chipmaking equipment to China Tokyo between a rock and a hard place as Beijing threatens to retaliate Systems22 Oct 2024 | 5
China ramps up semiconductor patents amid US export restrictions AI innovation and geopolitical tensions push Middle Kingdom filings up 42% Systems21 Oct 2024 | 2
ASML faces turbulence amid stock drop, customer delays Analysis Samsung halts fab orders, deliveries slow, China restrictions continue – but company expects Beijing sales bounce Systems21 Oct 2024 | 5
Chinese chipmaker Loongson now just three to five years off the pace on the desktop Claims forthcoming chip catches up to Alder Lake and Xen 2 Systems21 Oct 2024 | 31
Qualcomm 'pausing' X-Elite Dev Kit, offering refunds Five months in, only 200 units reached customers, Qualy tells El Reg Systems17 Oct 2024 | 5
TSMC revenue up 36% as world+dog demands AI and smartphone chips Biggest semi contract manufacturer – and Nvidia supplier – building out capacity in US and Europe Systems17 Oct 2024 | 3
China’s infosec leads accuse Intel of NSA backdoor, cite chip security flaws Uncle Sam having a secret way into US tech? Say it ain't so Systems16 Oct 2024 | 30
Amazon makes $500M bet on itty-bitty nuclear reactors to fuel cloud empire The duo eyes a target of 5 GW online in US by 2039, assuming tech comes to fruition Systems16 Oct 2024 | 38
Uncle Sam reportedly considers capping AI chip shipments to Middle East Meanwhile, ASML shares plunge as China export curbs hit forecast Public Sector16 Oct 2024 | 5
Intel, AMD team with tech titans for x86 ISA overhaul Linus Torvalds, Broadcom, Dell, HPE, and Lenovo on the list Systems15 Oct 2024 | 23
AMD downplays risk of growing blast radius, licensing fees from manycore chips House of Zen says it's done the analysis, and concerns are a 'little bit' unfounded Systems15 Oct 2024 | 16
Samsung's HBM3E has been a disaster, but there's a path back Comment 274% profit increase belies missed deadlines, botched launches, and scrambling leadership Systems15 Oct 2024 | 1
Britain opens floodgates to US datacenter investment Who needs climate goals and planning permission anyway? Systems15 Oct 2024 | 20
AI's thirst for power keeps coal fires burning bright So much for reducing our reliance on fossil fuels Systems14 Oct 2024 | 23
AMD pumps Epyc core count to 192, clocks up to 5 GHz with Turin debut Just not on the same chip, of course Systems10 Oct 2024 | 18
AMD targets Nvidia H200 with 256GB MI325X AI chips, zippier MI355X due in H2 2025 Less VRAM than promised, but still gobs more than Hopper Systems10 Oct 2024 | 5
Arrow Lake splashdown: Intel pins hopes on replacement for Raptors New silicon, new architecture, and loads of new motherboards rise to support it, but will power be anchored down? Systems10 Oct 2024 | 12
US DoJ wades into Realtek lawsuit that accuses MediaTek of patent abuse Fabless chip shop alleged to be hiring 'litigation hit men' to kneecap rival Legal09 Oct 2024 | 5
Cognizant discriminated against non-Indian workers in H-1B visa case, US jury finds IT service giant denies claims, will appeal against verdict Systems09 Oct 2024 | 8
Supermicro crams 18 GPUs into a 3U AI server that's a little slow by design Can handle edge inferencing or run a 64 display command center Systems09 Oct 2024 | 2
MediaTek enters the 4th Dimensity with 3nm octa-core 9400 smartphone brains Still sticking with Arm and not taking RISC-Vs Systems09 Oct 2024 | 3
TensorWave bags $43M to pack its datacenter with AMD accelerators Startup also set to launch an inference service in Q4 Systems08 Oct 2024 |
Samsung apologizes for bad financial performance Profit doesn't pop despite AI-inspired memory boom, leading to executive mea culpa Systems08 Oct 2024 | 8
Inflection AI Enterprise offering ditches Nvidia GPUs for Intel's Gaudi 3 Struggling chipmaker scores another win Systems07 Oct 2024 | 2
Samsung chairman debunks foundry, chip biz spinoff rumors But not hard to believe of business units with over $2 billion in operating losses in 2023 Systems07 Oct 2024 |
Quantum computing dreamers face stock market reality check D-Wave and Rigetti dip below $1 as AI steals the spotlight Systems07 Oct 2024 | 12
You're right not to rush into running AMD, Intel's new manycore monster CPUs Opinion They put more risk in a single box than most of us are equipped to handle Systems07 Oct 2024 | 43
Global semiconductor sales up 20.6% to record $53.1B as trade wars rage on Chip boom continues as demand surges, but challenges remain Systems07 Oct 2024 | 1
TSMC and Amkor link up to bring advanced packaging stateside Arizona looks like the place to be for US semiconductor manufacturing Systems04 Oct 2024 | 7