The Hot Take: We'll see how long before they go to Intel because TSMC is filled up in Arizona FABs.
Nvidia will stay TSMC’s biggest customer in 2027, but AMD’s EPYC Venice could pinch the CPU bragging rights.
TSMC is seeing rising demand for 2.5D advanced packaging as CPUs become more important in the agentic AI bunfight. Apparently, GPUs alone are no longer enough to feed the machine.
Morgan Stanley reckons Nvidia will remain TSMC’s largest CoWoS customer in 2027. TSMC is expected to reach wafer capacity of 200,000 wafers a month that year.
Nvidia is using TSMC’s CoWoS packaging for two main product families. CoWoS-L is for AI GPUs…
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The Hot Take: Impressive size reduction.
The “big” Windows 11 update for the year 2026, aka Windows 11 26H2, is arriving this fall as a mere 174KB enablement package for anyone already running Windows 11 24H2 or 25H2. For context, upgrading from 23H2 to 26H2 requires close to 6.5GB (not a typo).
Windows 11 update, depending on which version you are on, can weigh either 174 kilobytes or roughly 6.5 gigabytes. The reason is the shared servicing branch model. With Microsoft now force-installing Windows 11 25H2 on all eligible Home and Pro PCs ahead of the 26H2 launch, we’ll tell you…
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The Hot Take: Yeah seemed inevitable.
OnePlus is likely ceasing to exist as we know it.
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The Hot Take: Nice to see they can break that barrier.
IBM says it has created the world's first known chip tech below 1 nanometre - but it will be some time before it's ready for production.
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By ckasprzak | TkOut
| June 25, 2026 |
Hardware
The Hot Take: Would be nice if BT gets Hi-Res audio sooner....
Microsoft has released the optional Windows 11 June 2026 update, KB5095093, bringing a substantial collection of Bluetooth improvements aimed at improving wireless audio quality, device compatibility and overall connection reliability.
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The Hot Take: Interesting...
Qualcomm has introduced its first-ever CPU designed for Data Centers, the Dragonfly C1000, which leverages the Oryon architecture. Qualcomm Enters The Agentic AI CPU Race With Dragonfly C1000 Chip, Oryon-Based With Over 5 GHz Clocks, Over 250 Cores, & Aims To Achieve Single-Core Leadership One of the biggest announcements by Qualcomm today was its first release of a CPU for the data center segment, called the Dragonfly C1000. This is a chip purpose-built for Agentic AI & General-Purpose workloads, delivering best-in-class power…
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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.
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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.
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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.
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The Hot Take: I guess OK? Is it going to be a google authenticated Microsoft account though?
Microsoft is quietly loosening its grip on the Microsoft account (MSA) requirement. Edge is getting a new option to sign in with a Google account, and we already know that internal teams in the company are working to bring back local account in Windows 11. This may be the first time in 10 years that Microsoft is getting a change of heart when it comes to forcing us to sign in with MSA.
For years, Microsoft pushed MSA hard. You needed one to set up Windows 11, to get the most out of Bing, to claim Rewards points, and to sync anything in Edge.…
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