Qualcomm just reported a confusing quarter with revenue up 10% to $11.3 billion but a massive $3.1 billion net loss. The chipmaker’s automotive and IoT businesses are growing fast, while licensing revenue continues to decline. There’s more to this story than meets the eye.
AMD is preparing a direct assault on Nvidia’s AI infrastructure dominance with its Helios rack-scale system launching in 2026. CEO Lisa Su revealed growing hyperscaler interest in the technology during strong Q3 2025 earnings where revenue hit $9.2 billion. The system integrates next-gen MI400 GPUs
AMD’s desktop CPU sales reached all-time highs in Q3 2025, with the client business hitting a record $2.8 billion. The company gained nearly 10 percentage points of market share against Intel, and CEO Lisa Su expects the growth to continue.
Nvidia’s bet on AI hardware has paid off spectacularly, with the company reaching a $5 trillion valuation in late October 2024. The AI gold rush shows no signs of slowing, with massive data center investments continuing to pour in.
AMD just posted a massive 36% revenue jump to $9.2 billion in Q3 2025. CEO Lisa Su confirmed their next-gen 2nm EPYC Venice “Zen 6” CPUs and Instinct MI400 AI accelerators are performing well and on schedule for 2026.
Apple will release M5 Ultra and M5 Max chips for Mac Studio next year, according to Bloomberg’s Mark Gurman. This marks a return to offering both chips from the same generation after the awkward M3 Ultra/M4 Max split.
AMD reported strong third-quarter results with revenue up 36% to beat expectations, but the stock still fell after hours. The company’s margin guidance for the next quarter only met analyst estimates, disappointing investors hoping for more. AMD’s data center and client businesses both outperformed,
AMD just posted record quarterly results with $9.2 billion in revenue, up 36% year-over-year. The chipmaker’s strategic pivot to data center and AI chips is driving impressive growth across multiple business units.
MACOM Technology Solutions has secured an exclusive license to manufacture products based on HRL Laboratories’ proprietary 40nm T3L gallium nitride-on-silicon carbide process. The technology was matured under Department of Defense programs including STARRY NITE and DREAM. This gives MACOM exclusive
The Netherlands took control of Chinese-owned chipmaker Nexperia in late September, citing national security concerns. China responded by blocking chip exports from Nexperia’s Dongguan plant, though exports have since resumed.
