Intel did pretty well this last quarter but two things they said in the last quarterly call stuck out to SemiAccurate.
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Looks like Nvidia is delaying another product, oh how times change.
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Lets put this to bed once and for all, Intel has at least one volume foundry customer for their 18a/ap process.
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Last week, AMD announced a deal with OpenAI that has profound consequences.
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The soap opera that is Nvidia’s GB10/N1X goes on with a pathetic publicity stunt.
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A few days ago, a financial note went around saying AMD is going to fab chips at Intel Foundry.
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A few days ago, ARM released their new lineup for 2026 that starts out with the Lumex rename/brand.
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Today Intel did a management reshuffle that doesn’t seem all that deep.
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As if today wasn’t complex enough, we bring you a tale of ARM making a minor change with massive impact.
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ARM just jumped into the business of selling chips with a new server SoC.
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Alloy Enterprises was showing of some interesting cold plates at Hot Chips this year
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Today ARM is announcing it’s Neural Unit and various GPU upscaling technologies that use it.
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SemiAccurate will depart from our usual chip reporting to bring you a take of abject engineering stupidity.
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Sometimes when you take the money, it backfires on you, just ask Dell.
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The gift that is Nvidia’s CPU soap opera just keeps on giving.
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