The Hot Take: More manufacturing states side is good.
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
Read the full article
The Hot Take: Why did it disappear in the first place?
AMD has confirmed that it will restore Transparent Secure Memory Encryption (TSME) support on consumer Ryzen processors after previously removing the feature through AGESA firmware updates.
Read the full article
The Hot Take: It seems Nvidia is hedging two architectures against each other. x86 vs ARM. They've been working with MediaTek to create the Spark SoC.
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
Read the full article
The Hot Take: AMD getting ready for Intel refocus on HPDT?
With Threadripper, it has always been a bit like heavy-haul transport on the motorway: massively overdimensioned for normal users, but for certain workloads exactly the kind of tool where every additional lane matters. Now AMD’s next workstation generation has become tangible for the first time. An entry for “TR6 Mustang Peak” has appeared in AMD’s […]
Read the full article
The Hot Take: They're the only manufacturer in an industry they monopolize. I'm sure it's just a misunderstanding...
U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
Read the full article
The Hot Take: Making the CPU important again on the x86 platform.
ACE, the upcoming set of x86 Extensions defined by both AMD & Intel, has seen the latest spec release, focusing on AI acceleration. AMD & Intel Focus on AI Acceleration Through Next-Gen x86 Architectures That Are ACE Compliant Last year, Intel and AMD partnered to strengthen the x86 ecosystem through their "x86 Ecosystem Advisory Group" initiative. The plan was to offer a standardized set of features across architectures to make x86 accessible, scalable, and compatible with future requirements. Four key features were announced: FRED,…
Read the full article
The Hot Take: Interesting, I wonder if this means Intel is going to break into SSD and Memory again to address the "shortages".
Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.
Read the full article
The Hot Take: I question this very much.
Servers employing x86 chips from AMD and Intel now account for little more than half of server revenue, according to the latest figures from IDC. In its Worldwide Quarterly Server Tracker for Q1 2026, the analyst firm says that non-x86 server revenue hit $58.7 billion, representing a startling increase of 107 percent over the same period last year. The results mean that those non-x86 servers make up 47.9 percent of the market revenue, closing in rapidly on the amount of cash spent on x86 boxes. The growth in non-x86 turnover is likely thanks…
Read the full article
The Hot Take: Well now....
AMD appears to have yanked a memory encryption protection from consumer Ryzen chips, leaving users to play firmware detective.
For those who came in late: a decade ago, AMD added Transparent Secure Memory Encryption (TSME) to higher-end CPUs to protect systems from cold-boot attacks and other physical exploits that can siphon data from memory. The feature encrypts everything stored in RAM, making stolen memory contents useless to attackers with physical access.
Over time, TSME turned up on cheaper Ryzen consumer chips, and privacy-minded…
Read the full article
The Hot Take: I really hope something comes soon to alleviate all this nonsense AI is causing.
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency. Tensordyne’s new Napier AI Chip arrives with one clear mission: to make NVIDIA’s Blackwell and Rubin chips look considerably less impressive The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI…
Read the full article