India’s backend semiconductor manufacturers are in a temporary bubble of materials comfort, thanks to their focus on legacy packaging. But analysts say the shift to advanced packaging and automotive-grade chips will expose major supply chain and qualification gaps by 2025-2026.
According to a report, Nvidia is adopting a strict “pay-first” policy for its H200 AI chip in China. This move is a direct hedge against regulatory uncertainty from both governments. Chinese AI firms, needing the chips, have little choice but to comply.
A promotional video from Dell’s Alienware division on Weibo explicitly mentions an unreleased AMD Ryzen 9 9950XX3D2 CPU. This suggests AMD’s CES 2026 plans were more ambitious, featuring a flagship gaming chip that never made the stage. The discrepancy points to a likely last-minute change in strate
AMD’s stock took a hit, sliding over 4% despite CEO Lisa Su’s bold prediction that computing power needs to grow 100x in five years. The market seems worried the AI hype is getting ahead of reality.
AMD is launching a massive wave of AI processors for 2026. The new chips, built on Zen 5 and XDNA 2, aim to put powerful AI directly into laptops, desktops, and even cars and robots.
Chipmaker Marvell is spending $540 million to acquire networking firm XConn Technologies. The move is a direct play to build better infrastructure for AI data centers, where fast connections are everything.
SK hynix is giving a sneak peek at the memory that will power future AI systems. The highlight is a 48GB HBM4 chip, but new modules for servers and on-device AI are also in the mix for a 2026 showcase.
AMD has officially unveiled its Ryzen AI 400 Series processors, codenamed “Gorgon Point,” at CES 2026. The chips promise major leaps in unplugged performance and AI power, aiming to make x86 laptops truly competitive on battery life.
Jensen Huang delivered Nvidia’s keynote at CES 2026, outlining the company’s next moves in AI. The tech world was watching closely, as Nvidia’s hardware is central to the ongoing AI boom.
Intel has officially pulled back the curtain on its next-generation Panther Lake processors, now branded as Core Ultra Series 3. Built on its advanced 18A technology, these chips promise massive leaps in CPU and graphics performance for 2026 laptops and handhelds.
