The Hot Take: They just said that iPhone model loss would be off set by datacenter sales. So i guess they'll be hurting for a bit.
Qualcomm has predicted its entry to the datacenter market will yield $15 billion of annual revenue by FY 2029 â huge growth, but also a modest number compared to its more established rivals. The chip design firm dangled the $15 billion figure on Wednesday along with its Q3 results, which included a warning that revenue from its business selling modems to Apple is about to crater. Execs told investors that supply chain constraints mean Qualcomm expects âan acceleration in the step down of Apple product revenuesâ as its contribution to the nextâŚ
The Hot Take: Another company given x86 tech? Will it go the way of VIA, or will they run and enhance it to bring a 4th strong competitor to the x86 ISA market?
Intel is handing Atom chip IP to Rosaic, a startup run by one of Lip-Bu Tanâs old mates, Amarjit Gill.
Gill has history with Intel chief executive Lip-Bu Tan, who has spent years as a semiconductor investor as well as an industry operator.
According to Reuters, Gill invested with Tan in high-performance chip startup Nuvia and worked with him on RISC-V chip outfit Rivos. Chipzillaâs Atom chips are built for low-power jobs, where they mostly scrap with designs from British chip blueprint outfit Arm.
At one point, Chipzilla aimed Atom atâŚ
The Hot Take: APU is the cousin of ARM's SoC. Mid-range across the board if you ask me is what I'm seeing the industry shifting to.
Intel is reportedly developing a socketed Nova Lake-S processor with substantially stronger integrated graphics than recent desktop Core products. Information attributed to hardware leaker Jaykihn describes a configuration with twelve Xe3P graphics cores.
The Hot Take: AMD past manufacturing arm getting US funds? We will see if they do anything productive to the industry, as it seems they aren't since they were created in my eyes.
The US government has signed a letter of intent to provide GlobalFoundries with $300 million in CHIPS Act funding and, at the same time, receive a one percent stake in the company worth roughly $269 million. The money's supposedly not a tit-for-tat, but an investment designed to spur development of silicon photonics networking technologies that the AI industry needs for datacenters. âWith todayâs compute supply chain investments, the Trump Administration is accelerating Americaâs innovation engine,â Commerce Secretary Howard Lutnick said in aâŚ
The Hot Take: Good, USA needs a strong Intel manufacturing.
Intel has overcome one big challenge that will lead to the creation of hyper-large chips beyond 12x reticle size through advanced packaging technologies. Intel Is Creating The World's Most Advanced & Largest Chips in the US at Its New Mexico "Rio Rancho" Facility, Leveraging Next-Gen Packaging Innovations Modern-day chips don't rely on a single piece of silicon, and instead utilize a range of silicon dies, interconnected together using the latest packaging solutions. The terminology used for such designs is chiplets, and chiplets were madeâŚ
By ckasprzak | TkOut
| August 1, 2026 | Hardware, MSI
The Hot Take: Was only a matter of time. Warranties mean nothing with these shortages and price hikes.
An MSI Raider GE77HX 12UHS sporting an Intel Core i9-12900HX and an RTX 3080 Ti might be considered aged at this point, but the gaming laptop can still hold its own in a truckload of titles, assuming it still works. One Redditor has shared evidence that the company refused to honor a motherboard replacement for the machine, simply because it would have been too expensive for them. Talk about a punch in the gut for the customer who spent $6,000 on a top-tier gaming laptop like this. The Raider GE77HX 12UHS was deemed âBeyond Economical Repair,ââŚ
The Hot Take: Just deeper and deeper into our lives.... I dropped OneDrive because the "backup" nag screens. Thankfully I have Synology NAS with Drive client to replace it.
The year is 2026, and Iâm still amazed when I find a new entry in my Start menuâs All apps list for an app I donât remember installing. This time, itâs Microsoft again, and the product is OneDrive Photos, which appears to be yet another photo editor and viewer for Windows 11 that nobody asked for.
While searching for Microsoft Photos, a new app called âOneDrive Photosâ showed up in my results out of nowhere, and it appears to have arrived either via a Windows Update or an update for the OneDrive sync client on Windows.
For thoseâŚ
The Hot Take: "Hey look an OS we can't control all of the users data or track and monitor them, ATTACK!"
GrapheneOS is defending its duress-password feature after an environmental activist used it to wipe his Pixel phone during a U.S. Customs search and was later indicted for allegedly destroying property under government control. The nonprofit says the operating system is "completely legal," cannot recover the erased data, and should not be weakened with encryption backdoors. Meanwhile, the activist faces up to five years in prison if found guilty. PCMag reports: In a post on Saturday, the Canadian nonprofit behind the operating system, theâŚ
The Hot Take: As it should be, given all of the other ones are own by foreign entities.
Intel has completed its RAMP-C program, which now aims to enable customers to move from test chips to domestic high-volume manufacturing. Intel RAMP-C Leads To Successful Development of a Strong "Design Enablement Infrastructure" Which Enables Commercial & Defense Customers To Design & Fabricate Chips Within the US Press Release: Intel Foundry has completed the Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) program. Launched in September 2021, the program supported development of domestic, leading-edge CMOS technologyâŚ
The Hot Take: Is ARM going to shine or show it's mid-range performance?
The NVIDIA N1X is surely powerful enough for the Windows-on-Arm market, but the current prototype software prevents it from reaching its full potential. User Puts Microsoft's Unreleased NVIDIA N1X-Equipped Surface Laptop Ultra To Test; Discovers Chip Being Held Back by Unfinished Drivers The NVIDIA RTX Spark laptops will debut in the coming weeks, and if you were wondering about their performance numbers, here is an early sneak peek by a TechPowerUp user, who got his hands on an early prototype from Microsoft. The user "Fouquin" says he foundâŚ