Foundry set to grow 24.8%, but not all of the market is keeping pace March 27, 2026 In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.
Samsung unleashes $73 billion blitz in AI chips race March 25, 2026 The South Korean tech giant is ramping up investment 22% in 2026 to retake the lead in AI semiconductors from SK Hynix, which has become the main provider of high-bandwidth memory to Nvidia.
Xanadu, AMD advance next-gen quantum applications March 16, 2026 By combining Xanadu’s PennyLane quantum software with AMD computing solutions on the AMD DevCloud, Xanadu demonstrated how advanced aerospace simulations can be prepared and run in a hybrid quantum-classical environment.
Memory and CPU price hikes could push notebook prices up by 40% March 10, 2026 Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.
Flex and AMD expand US manufacturing of AI platforms March 04, 2026 EMS provider Flex has expanded its strategic collaboration with Advanced Micro Devices (AMD) to manufacture AMD Instinct GPU platforms in the United States, as demand for AI infrastructure continues to accelerate, according to a press release.
Samsung, AMD to advance AI-powered network innovations March 02, 2026 Following last year’s validation milestone, both companies will introduce the successful results of multi-cell testing conducted at Samsung’s R&D Lab, enabling scalable deployments and greater processor flexibility within software-based network environments.
AMD and Meta sign multi-year deal for up to 6GW of AI GPU capacity February 25, 2026 AMD and Meta have entered a definitive multi-year agreement under which Meta will deploy up to 6 gigawatts of AMD Instinct GPUs to power its next generation AI infrastructure.
Chinese customers face long waits for US-made server CPUs February 06, 2026 Chinese customers of Intel and AMD are facing extended delivery times for server CPUs, as supply constraints intensify amid surging global demand, according to people familiar with the matter cited by Reuters.
congatec establishes R&D subsidiary in Penang February 02, 2026 Embedded technology specialist congatec has established a new research and development subsidiary in Penang, Malaysia, expanding its engineering and technical support footprint in the Asia-Pacific region.
TCS partners with AMD to drive AI adoption at scale January 19, 2026 The two companies will collaborate to drive innovation in GenAI, hybrid cloud and high-performance computing, helping enterprises to accelerate AI adoption.
Trump imposes 25% tariff on some advanced AI chips January 16, 2026 The chips include Nvidia’s H200 and AMD’s MI325X. The White House proclamation follows an investigation under Section 232 of the Trade Expansion Act of 1962 and is part of a broader effort to create incentives for chipmakers to produce more semiconductors in the US.
Global semiconductor revenue grew 21% in 2025, Nvida leads the market January 13, 2026 Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Trump approves limited Nvidia H200 AI chip exports to China December 09, 2025 In a post on Truth Social, US President Donald Trump announced that the United States will allow exports of Nvidia’s H200 AI chips to China under a 25% government fee.
Global semiconductor market tops $200 billion in Q3 2025 December 04, 2025 The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.
AMD boosts space-grade portfolio, in-orbit processing capability December 01, 2025 This new packaging for the Versal AI Core XQRVC1902 adaptive SoC will support missions for up to 15 years, offering a robust foundation for geosynchronous satellites, lunar exploration, and deep-space probes.
AMD completes sale of ZT Systems manufacturing unit to Sanmina October 27, 2025 AMD has completed its divestiture of the ZT Systems US-headquartered data center infrastructure manufacturing business to Sanmina.
AMD and OpenAI announce multi-gigawatt GPU partnership October 06, 2025 AMD and OpenAI have announced a strategic multi-year agreement to deploy up to 6 gigawatts of AMD GPUs to support OpenAI’s next-generation AI infrastructure.
Intel and AMD in early talks on potential foundry collaboration October 02, 2025 According to a report from Semafor, later cited by Reuters, Intel has entered preliminary talks with AMD regarding a potential foundry partnership. Sources familiar with the matter emphasise that the discussions are still at an early stage and no outcome has been decided.
IBM, AMD join forces to advance quantum-centric supercomputing September 02, 2025 AMD and IBM are exploring how to integrate AMD CPUs, GPUs, and FPGAs with IBM quantum computers to efficiently accelerate a new class of emerging algorithms, which are outside the current reach of either paradigm working independently.
Omdia: 2.3 million PC gaming handhelds will be sold in 2025 August 28, 2025 New Omdia research reveals 2.3 million PC gaming handhelds, including the Steam Deck, will be sold globally in 2025. This will represent growth of 32% from 2024, when 1.7 million units were sold.
AMD expands R&D footprint with new Malaysian facility August 19, 2025 AMD has inaugurated its new office and engineering lab facility in Bayan Lepas, Penang – expanding its global business services and engineering presence in Malaysia.
Report: Trump administration discussing taking a stake in Intel August 15, 2025 According to the Bloomberg report, the two sides were discussing a deal in which the US government would pay for a stake in the company. The White House also wants to shore up Intel’s plans to open a new manufacturing plant in Ohio.
US uses hidden trackers to monitor AI Chip shipments bound for China August 14, 2025 US authorities have reportedly embedded concealed tracking devices in certain shipments of advanced AI chips to detect possible violations of export restrictions targeting China, according to sources cited by Reuters.
Teramount raises $50M to advance optical connectivity solutions for AI July 31, 2025 Israeli company Teramount’s TeraVerse solution is a detachable, serviceable connector that links optical fibers coming from outside the rack to the silicon photonics chips inside Co-Packaged Optics (CPO) systems.
Broadcom ships Ethernet switch Tomahawk Ultra for HPC and AI scale-up July 24, 2025 With ultra-low latency switching and adaptable optimized Ethernet headers, Tomahawk Ultra provides predictable, high-efficiency performance for large-scale simulations, scientific computing and synchronized AI model training and inference.
Oracle, AMD partner to enhance performance for AI and agentic workloads July 01, 2025 Oracle will offer zettascale AI clusters accelerated by the latest AMD Instinct processors with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale.
HCLTech partners with AMD to develop solutions across AI, digital and cloud June 25, 2025 By co-investing in innovation labs and training programs, HCLTech and AMD aim to provide enterprises with innovative tools that unlock new business opportunities and enhance operational efficiency.
AMD unveils Instinct MI350 Series GPUs, showcases Open AI ecosystem June 16, 2025 AMD and its partners showcased how they are building the open AI ecosystem with the new AMD Instinct MI350 Series accelerators, the continued growth of the AMD ROCm ecosystem, and the company’s powerful, new, open rack-scale designs and roadmap.
Report: Crusoe to buy $400M worth of AMD chips for AI data centers June 13, 2025 The 13,000 AMD MI355X chips Crusoe plans to purchase include high-bandwidth memory, making them suitable for running AI applications.
MangoBoost sets new benchmark for multi-node LLM training on AMD GPUs June 06, 2025 Using 32 AMD Instinct MI300X GPUs across four nodes, MangoBoost fine-tuned the Llama2-70B-LoRA model in just 10.91 minutes, setting the fastest multi-node MLPerf benchmark on AMD GPUs to date.
AMD acquires Brium to enhance Open AI software ecosystem June 05, 2025 AMD said the acquisition was a reflection of its strategic commitment to AI. This is AMD’s fourth strategic acquisition in the past two years — the semiconductor giant previously acquired Silo AI, Nod.AI and Mipsology.