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Category: Semiconductors

Apple Might Have Intel Make Its Cheapest Mac Chips
ComputingHardwareSemiconductors

Apple Might Have Intel Make Its Cheapest Mac Chips

In a surprising twist, Apple may partner with Intel again to manufacture its most affordable Mac processors. This would be a limited deal focused on diversification and U.S. production goals. The move could reshape chip supply chains.

by Julian TrentNovember 28, 2025
Colorful’s New B850 Motherboards Already Support Zen 6 CPUs
ComputingHardwareSemiconductors

Colorful’s New B850 Motherboards Already Support Zen 6 CPUs

Colorful has launched three new B850 motherboards with confirmed support for AMD’s future Zen 6 processors. The CVN, Battle-Ax, and MEOW series bring enhanced power delivery and Wi-Fi 7 connectivity. This follows similar announcements from MSI, ASRock, Gigabyte, and ASUS.

by Oliver KeatonNovember 28, 2025
Intel’s TSMC hire sparks trade secrets legal battle
BusinessSemiconductorsTechnology

Intel’s TSMC hire sparks trade secrets legal battle

Intel is defending its hiring of former TSMC executive Wei-Jen Lo amid allegations of trade secret theft. Taiwanese prosecutors have raided Lo’s homes and TSMC has filed a lawsuit, creating an international legal showdown between the chipmaking rivals.

by Julian TrentNovember 27, 2025
TSMC Sues Former Exec Over Alleged Intel Secrets Leak
BusinessSemiconductorsTechnology

TSMC Sues Former Exec Over Alleged Intel Secrets Leak

TSMC has filed a lawsuit claiming former senior vice-president Wei-Jen Lo likely leaked company secrets to Intel after his 2024 retirement. The Taiwanese foundry alleges Lo improperly gathered advanced technology information before joining Intel, which denies the allegations.

by Julian TrentNovember 27, 2025
Goldman Sachs boosts Broadcom target ahead of earnings
AIBusinessSemiconductors

Goldman Sachs boosts Broadcom target ahead of earnings

Goldman Sachs analyst James Schneider increased Broadcom’s price target from $380 to $435, signaling 13% upside potential. The upgrade comes ahead of Broadcom’s December 11 earnings report, with expectations of sustained AI strength and robust spending from key customers like Google.

by Darren HoltNovember 26, 2025
Nvidia’s AI Dominance Faces New Challenge
AISemiconductorsTechnology

Nvidia’s AI Dominance Faces New Challenge

Nvidia shares fell 4% on reports that Meta might use Google’s tensor processing units instead of Nvidia GPUs. The stock is down over 13% this month, marking its worst performance since September 2022. Analysts aren’t panicking yet, seeing this as evidence of a growing AI market rather than direct co

by Oliver KeatonNovember 25, 2025
HiSilicon Wants to Lock Down Your CPU Cache
ComputingHardwareSemiconductors

HiSilicon Wants to Lock Down Your CPU Cache

HiSilicon is proposing a new Linux kernel driver that would allow locking specific data into L3 cache permanently. This could provide stable low-latency access for critical processes but risks hurting overall system performance. The company is seeking community feedback before pursuing upstream incl

by Oliver KeatonNovember 25, 2025
NVIDIA’s Next-Gen Networking Hits Linux 6.19
ComputingHardwareSemiconductors

NVIDIA’s Next-Gen Networking Hits Linux 6.19

NVIDIA is pushing the boundaries of high-performance computing with two major Linux developments. The company is preparing 1.6 terabits per second networking technology for the Linux 6.19 kernel while also open-sourcing driver patches for next-generation GPUs. These moves signal NVIDIA’s serious com

by Julian TrentNovember 23, 2025
US May Let Nvidia Sell H200 AI Chips to China
AISemiconductorsTechnology

US May Let Nvidia Sell H200 AI Chips to China

The US government is reviewing its ban on Nvidia’s advanced H200 AI chips being sold to China. This comes after recent trade talks between Trump and Xi. The move could significantly impact AI development and military concerns.

by Julian TrentNovember 21, 2025
Intel’s Panther Lake Arrives Q1 2026, 18A Yields Finally Stable
HardwareSemiconductorsTechnology

Intel’s Panther Lake Arrives Q1 2026, 18A Yields Finally Stable

Intel has officially confirmed its Panther Lake mobile processors will launch at CES 2026 in January. The company also revealed its 18A manufacturing yields are finally on a predictable improvement curve after earlier struggles. Meanwhile, development of the next-generation 14A process appears signi

by Julian TrentNovember 20, 2025

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