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Category: Semiconductors

Microsoft’s Security Copilot Play: Bundling AI to Lock In Enterprises
AIManufacturingSemiconductors

Microsoft’s Security Copilot Play: Bundling AI to Lock In Enterprises

Microsoft is now bundling its Security Copilot AI assistant directly into Microsoft 365 E5 enterprise licenses. The move includes a monthly allotment of free Security Compute Units (SCUs) to spur adoption. This comes alongside a flood of new AI agents and a new control plane, Agent 365, to manage th

by Samuel KimDecember 12, 2025
AMD Hires AWS Veteran to Lead Its Big AI Bet Against Nvidia
AIComputingSemiconductors

AMD Hires AWS Veteran to Lead Its Big AI Bet Against Nvidia

AMD has hired former AWS infrastructure leader Arvind Balakumar to spearhead engineering for its Helios AI server platform. This is a key move in its long-shot bid to compete with Nvidia’s AI infrastructure dominance. The Helios rack-scale system is slated for a 2026 debut.

by Samuel KimDecember 10, 2025
AMD’s New Embedded Zen 5 CPUs Target Networking and Storage
ComputingHardwareSemiconductors

AMD’s New Embedded Zen 5 CPUs Target Networking and Storage

AMD has unveiled its EPYC Embedded 2005 series, a new line of BGA processors built on Zen 5 cores. These chips, with 8 to 16 cores and TDPs from 45 to 75 watts, are aimed at networking, storage, and industrial devices. They promise a major upgrade over the previous Zen 1-based generation and are sam

by Samuel KimDecember 9, 2025
Trump May Let Nvidia Sell Older H200 AI Chips to China
AIBusinessSemiconductors

Trump May Let Nvidia Sell Older H200 AI Chips to China

The U.S. Department of Commerce is reportedly planning to allow Nvidia to ship its H200 AI chips to China. This move, which would involve chips roughly 18 months old, directly conflicts with a bipartisan Senate bill introduced on December 4th to block advanced AI chip exports for 30 months.

by Samuel KimDecember 8, 2025
Samsung’s 4nm turnaround lands a $100M AI chip order
HardwareManufacturingSemiconductors

Samsung’s 4nm turnaround lands a $100M AI chip order

Samsung’s troubled 4nm chipmaking process is showing major signs of life. Yield rates have reportedly improved to 60-70%, which has helped it land a significant $100 million order from a U.S. AI firm.

by Priya KapoorDecember 7, 2025
Samsung is finally building its own custom phone chips
HardwareManufacturingSemiconductors

Samsung is finally building its own custom phone chips

Samsung is making a major shift in its chip strategy. The company has reportedly formed a dedicated team to build fully custom processors, moving beyond standard ARM designs for a more integrated future.

by Priya KapoorDecember 5, 2025
Samsung’s Exynos 2600 Plan is a Huge Relief for Galaxy S26 Buyers
HardwareManufacturingSemiconductors

Samsung’s Exynos 2600 Plan is a Huge Relief for Galaxy S26 Buyers

Samsung appears to be drastically scaling back its Exynos ambitions for next year’s flagships. According to a new report, the Exynos 2600 will only power the Galaxy S26 and S26+ sold in South Korea, with the rest of the world getting Qualcomm’s Snapdragon chips.

by Samuel KimDecember 5, 2025
Foxconn’s AI Server Boom Drives a 26% Revenue Surge
HardwareManufacturingSemiconductors

Foxconn’s AI Server Boom Drives a 26% Revenue Surge

Foxconn’s revenue soared to NT$844.3 billion ($27 billion) in November, a 26% year-on-year increase. The company credits “strong growth” in cloud and networking products, specifically pointing to momentum for AI server racks.

by Priya KapoorDecember 5, 2025
Openchip’s Irish Expansion Is a Small, Smart Bet on Europe
HardwareManufacturingSemiconductors

Openchip’s Irish Expansion Is a Small, Smart Bet on Europe

European semiconductor company Openchip is expanding its Limerick design centre, aiming to grow from 40 to 70 R&D staff. The move is backed by IDA Ireland and ties into the national “Silicon Island” strategy. It’s a small piece of a much larger puzzle for Europe’s tech ambitions.

by Priya KapoorDecember 4, 2025
Samsung Teases Exynos 2600, But Can It Really Beat Apple?
HardwareManufacturingSemiconductors

Samsung Teases Exynos 2600, But Can It Really Beat Apple?

Samsung has taken the unusual step of teasing its next-generation Exynos 2600 processor ahead of its 2026 launch. Leaked benchmarks suggest it could challenge Apple and Qualcomm’s best. The chip is expected to power the Galaxy S26 series.

by Priya KapoorDecember 4, 2025

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