Ming-Chi Kuo's supply chain report and a same-day interview with Panos Panay paint a consistent picture. Amazon is going all in on custom chips.

OpenAI’s Jalapeño chip signals a deeper push into AI infrastructure, but cost savings and independence from Nvidia still depend on scale.

These new AI-focused SBCs pair multicore processors with integrated NPUs for edge computing, robotics, and embedded ...

Named Jalapeño, the new processor was designed specifically for the unique needs of OpenAI's inference systems.

nRF52840 doesn’t exactly roll off the tongue.

Computex shows AI ecosystem; fully autonomous chip design; Intel targets AI racks; Nikon’s 1.5 micron L/S litho; IC market rises; Apple’s chiplet era; 4,500 chips per AI server rack; HBM price hikes; ...

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Microsoft’s announcement of a new quantum computing breakthrough with its Majorana 2 chip continues a trend of bold claims followed by scant evidence Microsoft claimed today that it has improved its ...

Nvidia, which has dominated the market for AI chips in data centers, is pushing into PCs with a new processor, the RTX Spark superchip. The Arm-based chip will debut on laptop models from Microsoft, ...

The battle for compact high-performance desktops is heating up, and Nvidia appears ready to enter territory long dominated by Apple’s Mac Studio. At Computex 2026, MSI unveiled a new AI-focused mini ...

Shares in Arm Holdings are soaring today after Nvidia CEO Jensen Huang announced a fresh foray into the personal computer market with a new AI chip designed to power Windows PCs later this year.

Chip stocks used to be the gritty part of the tech complex. In trading patterns and profit margins, they had more in common with cyclical commodities than software. But as with so many things, ...