The next big laptop processor battle is officially on the calendar. Asus will unveil its Panther Lake AI PCs on January 6, 2026, right after Intel’s expected chip reveal at CES. But they’ll face fierce competition from Qualcomm’s Snapdragon X2 Elite.
A new market report reveals Nvidia’s discrete GPU share dipped to 92% last quarter, with AMD and Intel making small gains. The overall market saw $8.8 billion in revenue from 12 million units shipped. But the king is far from dethroned.
Nvidia is making a massive strategic move into the chip design software space. The company announced a $2 billion stake in Synopsys as part of a new partnership to integrate Nvidia’s computing power into engineering solutions.
The market is buzzing with the “mini-Broadcom” narrative for Astera Labs, positioning it as the critical “wires” for AI data centers. But Forbes urges caution, noting the leadership team is cashing out and valuations are sky-high. It’s a classic story of a vital tech company facing immense investor
AMD has stealthily introduced a new workstation graphics card and listed two unannounced AI GPUs. The W7900D appears designed specifically for the Chinese market to bypass export restrictions, while the R9600D and R9700S hint at upcoming RDNA 4 architecture.
NVIDIA CEO Jensen Huang has commented on the escalating legal dispute between Intel and TSMC over a former executive. Huang praised TSMC’s track record in protecting sensitive information while emphasizing that NVIDIA’s technology stack would be incredibly difficult to replicate regardless. The comm
The AI chip market is exploding, and these 10 semiconductor startups are positioning themselves to compete with or complement Nvidia’s dominance. From edge computing to optical interconnects, they’re tackling different pieces of the $4 trillion AI infrastructure opportunity.
The European Innovation Council has made its first equity investments under the STEP scale-up scheme, backing quantum computing firm IQM and semiconductor company Zadient. Both companies are working on technologies critical to Europe’s strategic independence. The moves signal a major push into deep-
Nvidia is pushing back against concerns that Google’s AI chips could threaten its dominance. The company says its Blackwell platform remains a generation ahead of competitors. But Google’s TPUs are gaining traction with major players like Meta.
Japan is making an ambitious $12 billion push to rejoin the semiconductor elite through Rapidus, a government-backed foundry targeting 2nm chip production by 2027. The project faces massive technical and financial hurdles but represents Tokyo’s most serious attempt in decades to reclaim chip leaders
