Turns out the end of Windows 10 is good for something: The PC refresh cycle Operating system's D-day resuscitates flatlining computer sector Personal Tech17 Oct 2025 | 72
Carmakers fear chip crunch as Dutch sanctions hit Nexperia Beijing blocks exports after Netherlands imposes special measures on Chinese-owned chipmaker Systems17 Oct 2025 | 20
TSMC hurrying to bring advanced chip tech to Arizona fab CEO C.C. Wei cites strong demand for AI products. Intel may also be a factor Systems16 Oct 2025 | 3
The $100B memory war: Inside the battle for AI's future Feature The AI gold rush is so large that even third place is lucrative Storage16 Oct 2025 | 9
Meta sends Arm a friend request asking for help with Nvidia’s Grace CPUs No custom Arm CPUs to speak of yet Systems16 Oct 2025 |
ASML shrugs off China slump with faith in AI-fueled chip demand Beijing's self-reliance push and US export limits hit orders Systems15 Oct 2025 | 5
18 zettaFLOPS of new AI compute coming online from Oracle late next year New clusters to feature 800,000 Nvidia Blackwell and 50,000 AMD Instinct MI450X GPUs Systems14 Oct 2025 | 7
Nvidia's GB10 workstations arrive with 1 petaFLOPS of compute, 128GB of VRAM, and a $3K+ price tag Systems from Nvidia, Dell, and others available starting Oct. 15 Systems13 Oct 2025 | 13
Broadcom cozies up to OpenAI for 10 GW custom chip love-in Every human deserves their own accelerator, says ChatGPT creator Systems13 Oct 2025 | 5
China probes Qualcomm's Autotalks deal amid rising US trade tensions Beijing insists it's business as usual – Washington might see it differently Systems13 Oct 2025 | 1
Dutch government puts Nexperia on a short leash over chip security fears Minister invokes powers to stop firm shifting knowledge to China, citing governance shortcomings Systems13 Oct 2025 | 15
Arduino has a new job selling chips for its new owner. Let's not pretend otherwise Opinion Getting swallowed by a whale is a life-changing event no matter what the whale says Systems13 Oct 2025 | 26
UK waves £750M supercomputer contract at HPC builders Pre-market charm offensive begins for Edinburgh's next national number-cruncher Supercomputing Month13 Oct 2025 | 7
China moves to extend control over tech industry's critical rare earths New laws restrict goods that are manufactured outside of China Systems09 Oct 2025 | 9
Panther Lake sets stage for Intel's 2 nm comeback, but many details still TBD Notebook chip promises 8 to 16 cores and up to 180 TOPS of total AI performance when it hits shelves in January Systems09 Oct 2025 | 7
SoftBank snaps up ABB's robotics biz for $5.4B to fuel 'physical AI' dreams Japanese tech goliath gets grabby with industrial automation as ABB shelves spin-off plans AI + ML09 Oct 2025 | 8
OpenAI and AMD link arms for AI buildout: It's a power-for-equity swap 6GW chip pact sends AMD stock soaring, Nvidia has a rival for Altman biz love Systems06 Oct 2025 | 9
Qualcomm in the dock over 'patent tax' on smartphones Consumer group Which? says owners of Apple and Samsung devices overcharged by £480M Systems06 Oct 2025 | 17
Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips Pivot will hinge on success of next-gen Maia accelerator Systems02 Oct 2025 | 26
Nadella hands Microsoft money machine off to new commercial CEO so he can visioneer the future Judson Althoff gets the job of keeping the biz running Software01 Oct 2025 | 11
Taiwan gets chippy about US request it shifts manufacturing US has threatened even higher tariffs and the possible loss of military support Systems01 Oct 2025 | 53
Export controls now a key factor in AI chip development – adding risk for the whole industry Analysis The physics of transistors and politics of trading licenses are colliding on the AI frontier Systems01 Oct 2025 | 8
Judge dismisses Arm's last legal claim against Qualcomm in licensing spat Chip designer tells The Reg it plans to appeal Systems01 Oct 2025 | 9
EU member states pile pressure on Brussels for Chips Act rethink Semicon Coalition presses European Commission for stronger funding, strategy, and skills drive Systems29 Sep 2025 | 8
OpenNvidia could become the AI generation's WinTel Opinion Duo could dominate in the same way Microsoft and Intel ruled PCs for decades AI + ML29 Sep 2025 | 15
Trump’s tariff‑shaped stick can’t beat reality on US chip fabbing Comment The proposed 1:1 chip rule means nothing but pain for US tech until he’s out of office Systems28 Sep 2025 | 67
Renewables blow past nuclear when it comes to cheap datacenter juice Study finds microgrids with wind, solar, and batteries can be built years sooner and at lower cost than SMRs Systems26 Sep 2025 | 242
800,000 tons of mud probably just made electronics a little more expensive Accident causes major copper mine to suspend operations, as commodity and share prices soar Offbeat26 Sep 2025 | 32
X2 Elite is Qualcomm’s latest attempt to bring Apple’s M-series magic to the PC Plus the Snapdragon 8 Elite turns 5 Systems25 Sep 2025 | 8
Intel reportedly courting ex-flame Apple to become its next investor Chipzilla can't say it's changed much, but could be a handy backup to TSMC Systems24 Sep 2025 | 9
Tree-hugging hippie datacenter runs entirely on green hydrogen and wastes zero water Lambda's latest innovation with bit barn builder ECL only supports a handful of Nvidia racks, but it's a start Systems24 Sep 2025 | 34
PC memory costs to climb as fabs chase filthy lucre in servers and HBM TrendForce warns of Q4 hikes as suppliers squeeze consumer markets Systems24 Sep 2025 | 7
The first rule of liquid cooling is 'Don't wet the chip.' Microsoft disagrees Redmond suggests ‘Microfluidics’ – hair-thin channels etched on silicon to let coolants flow Systems24 Sep 2025 | 39
Micron close to selling all the high-bandwidth memory it will make in 2026 High demand and DRAM shortages send margins soaring Systems24 Sep 2025 |
How I learned to stop worrying and love the datacenter Comment Stargates or black holes? Risks and rewards from the B(r)itbarn boom On-Prem23 Sep 2025 | 24
Sorry, but DeepSeek didn’t really train its flagship model for $294,000 Training costs detailed in R1 training report don't include 2.79 million GPU hours that laid its foundation AI + ML19 Sep 2025 | 26
Intel and Nvidia sitting in a tree, NVLink-I-N-G But still no hero customer for Chipzilla's Foundry biz Systems18 Sep 2025 | 7
Huawei lays out multi-year AI accelerator roadmap and claims it makes Earth’s mightiest clusters On the same day that fellow Chinese giant Tencent says its overseas cloud clientele doubled Systems18 Sep 2025 | 3
AMD tries to catch CUDA with performance-boosting ROCm 7 software House of Zen promises 3.5x improvement in inference and 3x uplift in training perf over last-gen software Systems17 Sep 2025 | 5
Microsoft pens $15B love letter to the UK with 23,000 Nvidia GPUs attached Redmond woos Blighty with cloud and AI infrastructure splurge as Trump comes to town On-Prem17 Sep 2025 | 7
Small nuke reactors are really coming online by next year, US energy secretary insists That's optimistic based on progress so far Science16 Sep 2025 | 53
China turns the screws on Nvidia with antitrust probe Chip giant accused of breaching conditions of $6.9B Mellanox takeover Systems15 Sep 2025 | 6
SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs Top AI chipmakers count on faster, denser, more efficient memory to boost training AI + ML12 Sep 2025 | 1
Think tank warns China's polysilicon subsidies are frying Western fabs US boffins say Beijing's bargain wafers are burning rivals below cost Systems12 Sep 2025 | 34
Intel talent bleed continues as Xeon chip architect heads for the escape hatch Ronak Singhal will be moving onto better and brighter opportunities at the end of the month Systems11 Sep 2025 | 16
Arm wrestles away 25% share of server market thanks to Nvidia's home-grown CPUs Still far short of the 50% market share Arm infra chief was hoping for Systems11 Sep 2025 |
Nvidia's context-optimized Rubin CPX GPUs were inevitable Analysis Why strap pricey, power-hungry HBM to a job that doesn't benefit from the bandwidth? Systems10 Sep 2025 | 2
Arm bets on CPU-based AI with Lumex chips for smartphones Four-tier core design debuts amid NPU debate Systems10 Sep 2025 | 7
Microsoft inks AI infra deal with Yandex cofounder's biz for nearly $20B Netherlands based Nebius Group to deliver capacity from facility in New Jersey On-Prem09 Sep 2025 | 3
Intel shuffles executive deckchairs, tosses 30-year veteran chief overboard Michelle Johnston Holthaus' tenure as Intel Products CEO lasted just ten months Systems08 Sep 2025 | 11
If Broadcom is helping OpenAI build AI chips, here's what they might look like Analysis Whatever happened to that Baltra thing Tan and crew were helping Apple cook up? AI + ML05 Sep 2025 | 3
Absolutely fabless: Trump derails TSMC's China chip-building effort World's largest foundry operator joins Samsung and SK Hynix, which recently lost their validated end-user status Systems03 Sep 2025 | 16
India hails 'first' home-grown chip as a milestone despite very modest specs It’s been to space. It likely won’t launch India as a semiconductor superpower Systems03 Sep 2025 | 16
Huawei counts cost of Western bans as UK business withers Brit limb books just £188M in revenue – down 85% since 2019 Networks02 Sep 2025 | 31
Microsoft-backed boffins show mega speed boost with hollow-core fiber Could dramatically reduce latency between datacenters and on mobile nets Networks01 Sep 2025 | 25
Uncle Sam doesn't want Samsung, SK Hynix making memories in China End of verified end user status means South Korean memory vendors will need licenses to bring restricted chipmaking tech into Chinese fabs Systems29 Aug 2025 | 36
Alibaba looks to end reliance on Nvidia for AI inference Chinese cloud provider reportedly joins the homegrown silicon party Systems29 Aug 2025 | 7
AMD Ryzen CPUs fry twice in the face of heavy math load, GMP says GMP library test meltdown has AMD looking for answers Systems29 Aug 2025 | 36
HP bottom line fattens up on a diet of AI PCs and Windows 11 Nobody knows why they need one, but folk seem to be buying them Systems29 Aug 2025 | 21
AI arms dealer Nvidia laments the many billions lost to US-China trade war China would be a $50 billion a year market for Nvidia if Uncle Sam would let us sell competitive products, says Jensen Huang Systems27 Aug 2025 | 7