Intel is making major moves across its entire product stack. The company revealed details about its 14A node progress, a surprising partnership with NVIDIA, and strategic pricing changes to navigate current market challenges.
GlobalFoundries has acquired Singapore-based Advanced Micro Foundry in a move that positions the US chipmaker as the world’s largest pure-play silicon photonics foundry. The deal strengthens GF’s capabilities in optical networking and AI infrastructure while expanding its Singapore manufacturing foo
Intel’s CEO is taking direct charge of the company’s AI strategy following the departure of key executives. The move comes after months of inconsistent execution and leadership changes in Intel’s AI division.
Microsoft CEO Satya Nadella revealed the company has IP rights to OpenAI’s custom AI semiconductors being developed with Broadcom. The deal extends Microsoft’s exclusive rights through 2032 and includes post-AGI models. This gives Microsoft unprecedented access to OpenAI’s hardware innovations while
AI systems are consuming massive amounts of NAND storage, causing prices to skyrocket. The TLC 1TB NAND price jumped from $4.80 in July to $10.70 in October. Companies may respond by reducing storage capacities in future devices.
Intel’s chief technology and AI officer Sachin Katti is leaving for OpenAI after just six months in the role. This marks the second time this year Intel has lost a top AI executive as the company struggles to compete with Nvidia and AMD. CEO Lip-Bu Tan will now take over Katti’s responsibilities.
Nvidia CEO Jensen Huang says there are no active discussions about selling Blackwell accelerators to China. The announcement comes as both US restrictions and Chinese domestic pressure create a perfect storm for the chipmaker.
German car parts supplier Aumovio confirms Nexperia chip exports from China have resumed following Beijing’s export ban. The month-long stoppage occurred after the Dutch government seized control of the Netherlands-based chipmaker. While exports are flowing again, automotive supply chains face signi
SoftBank Group was reportedly in talks to acquire chipmaker Marvell Technology earlier this year. The deal would have been the semiconductor industry’s largest-ever acquisition. Talks ultimately collapsed over disagreement on terms.
Qualcomm’s management revealed during their Q4 2025 earnings call that they expect to supply 75% of chips for Samsung’s upcoming Galaxy S26 series. This represents a significant shift from the 100% share they currently hold with the Galaxy S25. The remaining 25% will go to Samsung’s in-house Exynos
