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Category: Semiconductors

Nvidia’s Arm Laptop Chips Are Coming, And Lenovo Is First
ComputingHardwareSemiconductors

Nvidia’s Arm Laptop Chips Are Coming, And Lenovo Is First

Nvidia’s long-rumored entry into the Windows laptop CPU arena appears imminent. Multiple leaks point to Lenovo launching Ideapad and Yoga models with Nvidia’s Arm-based N1 series chips as soon as Q1 2026.

by Samuel KimJanuary 25, 2026
AMD’s Not Done: A Strix Halo Refresh Is Already Coming
ComputingHardwareSemiconductors

AMD’s Not Done: A Strix Halo Refresh Is Already Coming

AMD is already working on a successor to its powerful Strix Halo mobile processors, according to a new report. The refresh, likely called Ryzen AI Max 400, aims to maintain AMD’s lead in high-performance integrated graphics. It could feature higher clock speeds and enhanced memory support.

by Priya KapoorJanuary 25, 2026
AMD’s 9850X3D Priced at $499, Launches Jan 29
ComputingHardwareSemiconductors

AMD’s 9850X3D Priced at $499, Launches Jan 29

AMD has announced the price and release date for its new Ryzen 7 9850X3D gaming CPU. At $499, it’s only slightly more expensive than the popular 9800X3D, but promises a higher boost clock. The question is whether the small performance bump is worth it.

by Priya KapoorJanuary 25, 2026
Trump’s Intel Praise Sends Chip Stocks Higher
AIBusinessSemiconductors

Trump’s Intel Praise Sends Chip Stocks Higher

Intel’s stock jumped over 2% in extended trading following a post by Donald Trump on Truth Social. The former president lauded Intel CEO Lip-Bu Tan and highlighted the U.S. government’s profitable stake in the chipmaker.

by Priya KapoorJanuary 9, 2026
TSMC’s 2nm Node is a Monster Hit, With Apple Grabbing Half
ManufacturingSemiconductorsTechnology

TSMC’s 2nm Node is a Monster Hit, With Apple Grabbing Half

The demand for TSMC’s next-generation 2nm chipmaking process is exploding. New reports indicate tape-outs are 1.5 times higher than the 3nm node, with Apple locking down more than half of the initial production capacity for future iPhones and Macs.

by Samuel KimJanuary 7, 2026
Baidu’s AI Chip Arm Kunlunxin Eyes $2 Billion Hong Kong IPO
AISemiconductorsStartups

Baidu’s AI Chip Arm Kunlunxin Eyes $2 Billion Hong Kong IPO

Baidu’s AI chip subsidiary, Kunlunxin, is moving toward a public listing in Hong Kong. The IPO could raise as much as $2 billion, capitalizing on intense investor demand for Chinese AI and semiconductor stocks. This comes as Beijing pushes hard for technological self-reliance.

by Samuel KimJanuary 7, 2026
China’s AI Challengers Go Public in a $4 Billion Bet
AISemiconductorsSoftware

China’s AI Challengers Go Public in a $4 Billion Bet

Two of China’s leading generative AI startups, Zhipu and MiniMax, are launching back-to-back IPOs in Hong Kong. With valuations around $4 billion each, they represent a critical test of whether China’s AI sector can compete globally, despite operating with far fewer resources than giants like OpenAI

by Samuel KimJanuary 7, 2026
AMD’s New 9850X3D: A Bit Faster, But Mostly Familiar
ComputingHardwareSemiconductors

AMD’s New 9850X3D: A Bit Faster, But Mostly Familiar

AMD has unveiled the Ryzen 7 9850X3D, its new top gaming CPU. It bumps the boost clock to 5.6 GHz but keeps the same core and cache design as its predecessor. The performance gain over the last model looks to be pretty small.

by Samuel KimJanuary 6, 2026
Nvidia’s New Rubin AI Chip Is Here Way Earlier Than Expected
AIComputingSemiconductors

Nvidia’s New Rubin AI Chip Is Here Way Earlier Than Expected

Nvidia has unveiled its next-generation Vera Rubin AI computing platform, arriving ahead of schedule. The Rubin GPU claims to deliver five times the AI training compute of the current Blackwell architecture while drastically reducing the cost and hardware needed for massive AI models.

by Priya KapoorJanuary 6, 2026
Qualcomm’s New X2 Plus Chip Takes Aim at Intel and AMD
ComputingHardwareSemiconductors

Qualcomm’s New X2 Plus Chip Takes Aim at Intel and AMD

Qualcomm is rounding out its 2025 Snapdragon X lineup with a new mid-range chip for 2026. The Snapdragon X2 Plus promises major GPU and CPU improvements to compete directly with Intel and AMD in laptops.

by Samuel KimJanuary 5, 2026

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