Nvidia’s GPU Share Dips to 92% as AMD, Intel Chip Away
A new report shows Nvidia’s grip on the discrete GPU market slipped slightly last quarter. AMD and Intel both gained share, but Team Green still holds a staggering 92% of the market.
Category: Semiconductors
BAE and GlobalFoundries Finally Bring Modern Chips to Space
A new partnership aims to modernize the electronics in satellites and spacecraft. By using a 12-nanometer manufacturing process, they plan to bring space-grade chips up to par with commercial tech.
AMD’s 7600X3D Hits Amazon, But Is It Still The Deal?
AMD’s 6-core gaming CPU, the Ryzen 5 7600X3D, is now listed on Amazon after a limited release. Priced around $284 in Canada, it faces new competition from its own sibling, the 7500X3D. Here’s where the value stands now.
Nvidia’s $2B Synopsys Deal Is About Way More Than Chips
Nvidia is investing $2 billion to expand its partnership with chip design software giant Synopsys. The goal is to use Nvidia’s AI platform to revolutionize industrial design, moving costly physical prototyping into the digital world. CEO Jensen Huang says this “industrial AI” represents the company’
Apple Might Go Back to Intel, But This Time It’s Different
According to a new report, Intel is set to manufacture Apple’s lowest-end M-series processors starting in mid-to-late 2027. This would mark a surprising return to partnership, but with Apple firmly in the driver’s seat on design.
Intel could return to Apple computers by 2027
Intel could start shipping Apple’s lowest-end M-series processors built on its 18AP advanced node by late 2027. This would mark a significant return after Apple shifted to its own chips and TSMC manufacturing. The deal depends on Intel delivering updated PDK kits in early 2026.
Germanium’s Quantum Leap Could Save Computing From Itself
Scientists have achieved record-breaking electrical performance using compressively strained germanium on silicon. This breakthrough could enable faster, more energy-efficient electronics that work with current chip manufacturing. The material shows potential for quantum computing and AI hardware.
Why Broadcom Is the Smart AI Bet You’re Overlooking
Broadcom operates what Forbes calls a “mullet strategy” – boring cash flow in front, AI party in back. Its custom chips are 2-3x more efficient than Nvidia GPUs for specific tasks, saving companies like Google and OpenAI billions.
Meta Eyes Google’s AI Chips in Challenge to Nvidia
Meta Platforms is negotiating a potential deal to use Google’s tensor processing units (TPUs) for its artificial intelligence operations. The arrangement could be worth billions of dollars and represents a strategic move to reduce Meta’s reliance on Nvidia. The talks are ongoing and may not result i
AI Stock Split: Google Rises as Nvidia Stumbles
The AI trade is splitting in dramatic fashion. Google parent Alphabet continues its monthslong rally while Nvidia shares slide, signaling a potential shift in investor sentiment about who will ultimately profit from the AI boom.