AMD’s client CPU business reached a record $2.8 billion in Q3 2025, with desktop sales hitting all-time highs. The company gained nearly 10 percentage points of market share and expects the growth to continue. Meanwhile, data center revenue hit $4.3 billion as AI dominated the earnings call.
China is reportedly providing massive electricity subsidies to data centers using domestic AI chips from Huawei and Cambricon. These chips are significantly less power efficient than NVIDIA’s alternatives, creating huge energy costs that the government is now covering. The subsidies appear designed
AMD has disclosed a high-severity security vulnerability affecting its Zen 5 processors that compromises hardware-based random number generation. The flaw could lead to predictable encryption keys and affects Ryzen 9000, Threadripper 9000, and Epyc Turin chips. AMD expects to complete patching by Ja
AMD’s Spartan UltraScale+ FPGAs are poised to transform edge computing with 16nm technology and 30% power savings. These chips could accelerate the industrial IoT revolution while addressing critical security concerns. The timing couldn’t be better for cost-sensitive applications.
The Dutch government’s seizure of Chinese-owned chipmaker Nexperia has created a global automotive crisis. With Beijing blocking exports and automakers warning of shortages, the standoff threatens vehicle production worldwide.
Nvidia’s record-setting rally continues as the chipmaker’s GTC conference reveals staggering demand projections and strategic partnerships. Wall Street analysts are unanimously bullish, with some seeing 37% upside potential from current levels despite the stock’s massive year-to-date gains.
Two of Apple’s key radio frequency chip suppliers are joining forces in a landmark $22 billion merger. The deal creates a formidable new player in the semiconductor industry with significant implications for Apple’s supply chain.
While AI chip designers grab headlines, ASML’s lithography monopoly makes it the indispensable enabler of advanced semiconductor manufacturing. Technical analysis reveals accumulation patterns suggesting a potential breakout above $1,100 resistance levels.
Nvidia CEO Jensen Huang reveals Blackwell AI chips are now manufactured in Arizona following direct pressure from President Trump. This strategic shift marks a critical moment for US semiconductor sovereignty amid global AI competition.
Two semiconductor giants are joining forces in a landmark merger that will create a $22 billion enterprise. The Skyworks-Qorvo combination aims to dominate RF and analog chips across mobile, defense, and AI markets.
