Fujitsu, AMD lay groundwork to pair Monaka CPUs with Instinct GPUs Before you get too excited, Fujitsu's next-gen chips won't ship till 2027 Systems01 Nov 2024 | 1
Uncle Sam lays out plans for $825M EUV R&D site in New York Given the cost of EUV litho machines, the Netherlands' ASML might be the real winner here Systems31 Oct 2024 | 21
Samsung blames 'one-off costs' as Q3 chip profits plummet 40% Unexpected expenses in semiconductor division overshadow revenue gains Systems31 Oct 2024 |
Sketchy financials send Supermicro auditors running for the hills If SMCI is the AI Enron, Ernst & Young wants nothing to do with them Systems30 Oct 2024 | 23
Brit Apple semi supplier IQE's CEO departs amid reshuffle Big personnel changes happening as semiconductor materials seller looks set to list Taiwan biz in 2025 Systems30 Oct 2024 | 3
AMD teases its GPU biz 'approaching the scale' of CPU operations Q3 profits jump 191 percent from last quarter on revenues of $6.2 billion, helped by accelerated interest in Instinct Systems30 Oct 2024 | 4
Softbank CEO says 'super AI' will arrive in 2035 and cost $9T Video Oh, and it'll need the total current US power output AI + ML29 Oct 2024 | 21
xAI picked Ethernet over InfiniBand for its H100 Colossus training cluster Work already underway to expand system to 200,000 Nvidia Hopper chips Systems29 Oct 2024 | 2
The troublesome economics of CPU-only AI Analysis At the end of the day, it all boils down to tokens per dollar Systems29 Oct 2024 | 4
Chinese chips, quantum and AI now on US investment blacklist Wouldn’t want to inadvertently fund the PLA Systems29 Oct 2024 | 3
Why AI builds best on private clouds AI projects under pressure to show real value in the tightest of timeframes might be worth keeping on-premises Sponsored Feature
TSMC reportedly cuts off RISC-V chip designer linked to Huawei accelerators You know what they say, where there's a will there's a Huawei Systems28 Oct 2024 | 4
Apple quietly admits 8GB isn't enough in 2024, M4 iMac to ship with 16GB as standard The silicon no longer limited to Cupertino's priciest iPads Systems28 Oct 2024 | 105
Intel to expand Chengdu facility, despite US China tension Chipzilla unlikely to give in when it comes to its biggest sales market Systems28 Oct 2024 | 2
Energy exec punts datacenter power options out to long term Bit barns aren't going to hook up to nuclear in a rush Systems25 Oct 2024 | 5
Mature node chip output to surge 6% in 2025 TrendForce reports significant capacity gains as Beijing targets reduced reliance on imported semiconductors Systems25 Oct 2024 | 8
Congress to Commerce: Sanction more Chinese chip firms to stop Huawei's evasion We don't really need a letter full of circumstantial evidence to prove what we already know needs doing Systems24 Oct 2024 | 35
Huawei releases data detailing serverless secrets Reveals why your functions start slowly on its cloud and maybe others too Systems24 Oct 2024 | 4
A closer look at Intel and AMD's different approaches to gluing together CPUs Analysis Epycs or Xeons, more cores = more silicon, and it only gets more complex from here Systems24 Oct 2024 | 25
Nvidia CEO whines Europeans aren’t buying enough GPUs EU isn’t keeping up with US and China investments, AI arms dealer says Systems24 Oct 2024 | 34
If Trump gets elected, get your tech buying done asap 60% tariffs on all Chinese goods are going to slam the IT sector
VMware by Broadcom lifts storage allowances and prices for vSphere Foundation This will both ease and exacerbate price concerns and competitive sniping
Chinese attackers accessed Canadian government networks – for five years India makes it onto list of likely threats for the first time
Windows 10 given an extra year of supported life, for $30 MIcrosoft extends its Extended Security Updates club to consumers, at last
Hide the keyboard – it's the only way to keep this software running On Call Lunch can be surprisingly dangerous. So can tea
Tower PC case used as 'creative cavity' by drug importer Motherboard missing, leaving space for a million hits of meth
LottieFiles supply chain attack exposes users to malicious crypto wallet drainer A scary few Halloween hours for team behind hugely popular web plugin
Apple throws shade on pokey AI PCs, claims its maxed out M4 chips are 4x faster Busy week for Cupertino sees shrunken Mac minis, updated lappies, and new SoCs
Microsoft turning away AI training workloads – inferencing makes better money Azure's acceleration continues, but so do costs
Hack Nintendo's alarm clock to show cat pics? Let's-a-go! How 'Gary' defeated Bowser broke into the interactive alarm clock
Top EU court overturns Intel's billion-dollar antitrust fine Conditional rebates settled, but $400M matter of naked restrictions remains Systems24 Oct 2024 | 6
Arm to Qualcomm: See you in court? Oh yes, please Doesn't quite confirm eight-week license cancellation deadline, but does strap on the gloves Systems24 Oct 2024 | 14
IBM's mainframe bubble bursts and growth stalls Red Hat still glowing, but Big Blue's been bruised by investors Systems24 Oct 2024 | 17
Ex-Intel board members make an ill-conceived case for spinning off Foundry Comment Save America’s most important manufacturer? More like save our portfolio and let Uncle Sam pick up the pieces Systems23 Oct 2024 | 34
RISC-V reaches milestone with RVA23 profile ratification Comment No longer an underdog - it now challenges Arm and x86 Systems23 Oct 2024 | 5
41-million-digit prime crunched by datacenter GPUs Former Nvidia engineer's discovery shows graphics compute can kick some serious ass Systems23 Oct 2024 | 30
Rackspace is back with a seat on the OpenInfra Foundation board Absence makes the cloud grow fonder Systems23 Oct 2024 | 2
Arm reportedly warns Qualcomm it will cancel its licenses Qualcomm brands ploy as 'unfounded' cash grab Legal23 Oct 2024 | 48
Fujitsu delivers GPU optimization tech it touts as a server-saver Middleware aimed at softening the shortage of AI accelerators AI + ML23 Oct 2024 |
TSMC blows whistle on potential sanctions-busting shenanigans from Huawei Chip giant tells Uncle Sam someone could be making orders on the sly Systems22 Oct 2024 | 13
It's about time Intel, AMD dropped x86 games and turned to the real threat Opinion Have recent troubles finally humbled Chipzilla? Systems22 Oct 2024 | 91
As Arm rivals cook up custom silicon, Mediatek sticks to tried-and-true Cortex recipe Interview Exec Chris Bergey tells us what the chip designer is doing to stay competitive Systems22 Oct 2024 | 5
India, Nvidia, discuss jointly developed AI chip Current capabilities mean local manufacturing is not likely – but a chip tuned to Indian needs could work Systems22 Oct 2024 | 4
China Telecom's next 150,000 servers will mostly use local processors Intel and AMD left scrapping over about a third of the deal, and license fees Systems22 Oct 2024 | 3
US leans on Japan to curb sales of chipmaking equipment to China Tokyo between a rock and a hard place as Beijing threatens to retaliate Systems22 Oct 2024 | 5
China ramps up semiconductor patents amid US export restrictions AI innovation and geopolitical tensions push Middle Kingdom filings up 42% Systems21 Oct 2024 | 2
ASML faces turbulence amid stock drop, customer delays Analysis Samsung halts fab orders, deliveries slow, China restrictions continue – but company expects Beijing sales bounce Systems21 Oct 2024 | 5
Chinese chipmaker Loongson now just three to five years off the pace on the desktop Claims forthcoming chip catches up to Alder Lake and Xen 2 Systems21 Oct 2024 | 31
Qualcomm 'pausing' X-Elite Dev Kit, offering refunds Five months in, only 200 units reached customers, Qualy tells El Reg Systems17 Oct 2024 | 5
TSMC revenue up 36% as world+dog demands AI and smartphone chips Biggest semi contract manufacturer – and Nvidia supplier – building out capacity in US and Europe Systems17 Oct 2024 | 3
China’s infosec leads accuse Intel of NSA backdoor, cite chip security flaws Uncle Sam having a secret way into US tech? Say it ain't so Systems16 Oct 2024 | 30
Amazon makes $500M bet on itty-bitty nuclear reactors to fuel cloud empire The duo eyes a target of 5 GW online in US by 2039, assuming tech comes to fruition Systems16 Oct 2024 | 37
Uncle Sam reportedly considers capping AI chip shipments to Middle East Meanwhile, ASML shares plunge as China export curbs hit forecast Public Sector16 Oct 2024 | 5
Intel, AMD team with tech titans for x86 ISA overhaul Linus Torvalds, Broadcom, Dell, HPE, and Lenovo on the list Systems15 Oct 2024 | 23
AMD downplays risk of growing blast radius, licensing fees from manycore chips House of Zen says it's done the analysis, and concerns are a 'little bit' unfounded Systems15 Oct 2024 | 16
Samsung's HBM3E has been a disaster, but there's a path back Comment 274% profit increase belies missed deadlines, botched launches, and scrambling leadership Systems15 Oct 2024 | 1
Britain opens floodgates to US datacenter investment Who needs climate goals and planning permission anyway? Systems15 Oct 2024 | 20
AI's thirst for power keeps coal fires burning bright So much for reducing our reliance on fossil fuels Systems14 Oct 2024 | 23
How HPC is cooler, literally Attend SC24 to find out about liquid cooling and so much more Sponsored Post
AMD pumps Epyc core count to 192, clocks up to 5 GHz with Turin debut Just not on the same chip, of course Systems10 Oct 2024 | 18
AMD targets Nvidia H200 with 256GB MI325X AI chips, zippier MI355X due in H2 2025 Less VRAM than promised, but still gobs more than Hopper Systems10 Oct 2024 | 5
Arrow Lake splashdown: Intel pins hopes on replacement for Raptors New silicon, new architecture, and loads of new motherboards rise to support it, but will power be anchored down? Systems10 Oct 2024 | 12
US DoJ wades into Realtek lawsuit that accuses MediaTek of patent abuse Fabless chip shop alleged to be hiring 'litigation hit men' to kneecap rival Legal09 Oct 2024 | 5
Cognizant discriminated against non-Indian workers in H-1B visa case, US jury finds IT service giant denies claims, will appeal against verdict Systems09 Oct 2024 | 8
Supermicro crams 18 GPUs into a 3U AI server that's a little slow by design Can handle edge inferencing or run a 64 display command center Systems09 Oct 2024 | 2
MediaTek enters the 4th Dimensity with 3nm octa-core 9400 smartphone brains Still sticking with Arm and not taking RISC-Vs Systems09 Oct 2024 | 3
TensorWave bags $43M to pack its datacenter with AMD accelerators Startup also set to launch an inference service in Q4 Systems08 Oct 2024 |
Samsung apologizes for bad financial performance Profit doesn't pop despite AI-inspired memory boom, leading to executive mea culpa Systems08 Oct 2024 | 8
Inflection AI Enterprise offering ditches Nvidia GPUs for Intel's Gaudi 3 Struggling chipmaker scores another win Systems07 Oct 2024 | 2
Samsung chairman debunks foundry, chip biz spinoff rumors But not hard to believe of business units with over $2 billion in operating losses in 2023 Systems07 Oct 2024 |
Quantum computing dreamers face stock market reality check D-Wave and Rigetti dip below $1 as AI steals the spotlight Systems07 Oct 2024 | 12
You're right not to rush into running AMD, Intel's new manycore monster CPUs Opinion They put more risk in a single box than most of us are equipped to handle Systems07 Oct 2024 | 43
Global semiconductor sales up 20.6% to record $53.1B as trade wars rage on Chip boom continues as demand surges, but challenges remain Systems07 Oct 2024 | 1
TSMC and Amkor link up to bring advanced packaging stateside Arizona looks like the place to be for US semiconductor manufacturing Systems04 Oct 2024 | 7
Not just AI datacenters needing own power: Taiwanese server-maker Quanta has bought microgrids California utilities couldn't deliver for hyperscalers' favorite hardware slinger Systems04 Oct 2024 | 5
Gadget designers get chunky option as USB 20 Gbps controller arrives Set to bring mighty performance in a small BGA package Systems02 Oct 2024 | 6
Two years after entering the graphics card game, Intel has nothing to show for it Comment Chipzilla's AIB market share a rounding error compared to Nvidia, AMD Systems02 Oct 2024 | 69
TSMC preps facilities as Taiwan braces for powerful Super Typhoon Krathon Plants in Tainan and Kaohsiung face heavy rainfall Systems01 Oct 2024 | 3
UK Ministry of Defence gets into chipmaking game, buys gallium arsenide fab State-owned semiconductor production: What is it planning to make there? It's classified Systems30 Sep 2024 | 23
India scores its first fab, and it looks like it was at Japan's expense PSMC does a deal with Tata in what really might be – all hype aside – an actual 'key milestone' Systems30 Sep 2024 | 1
Bending the rules with flexible non-silicon 32-bit RISC-V chip It won't smash any benchmarks, but it will go where most others can't Systems29 Sep 2024 | 27
Hands up who hasn't made an offer to buy some part of Intel Comment Now Arm reportedly approached, rebuffed by Chipzilla. Who's next? MOS Technology? Systems27 Sep 2024 | 21
Oracle owns nearly a third of Arm chip house Ampere, could take control in 2027 Appears to be prioritizing GPUs, not manycore CPUs Systems26 Sep 2024 | 5
Patch now: Critical Nvidia bug allows container escape, complete host takeover 33% of cloud environments using the toolkit impacted, we're told Patches26 Sep 2024 | 18
Short sellers rejoice on report of Supermicro DoJ probe Comment Alleged inquiry comes amid claims server maker cooked its books Systems26 Sep 2024 |
Blackstone invests £10B to build Europe's 'biggest AI datacenter' in UK Construction slated to begin next year at site of failed BritishVolt plant Systems26 Sep 2024 | 17
Intel thinks it's got a final microcode fix for recalcitrant Raptor Lake processors Root cause identified, but it's taken the better part of a year Systems26 Sep 2024 | 25
Memory-maker Micron predicts new wave of server consolidation AI boosted revenue last year, demand for more RAM in devices to help in 2025 Systems26 Sep 2024 | 1
India extends IT hardware import license scheme that enraged Big Tech And hints at revised rules to come later this year Systems26 Sep 2024 | 7
Altman reportedly asks Biden to back a slew of multi-gigawatt-scale AI datacenters With 2.5 million Blackwell GPUs, would gobble enough energy to power millions of homes Systems25 Sep 2024 | 26
US may exempt latest chip fabs from eco red-tape, but power is still a trip Comment AC/DC: America's grid might need to brace itself Systems25 Sep 2024 | 37
With Granite Rapids, Intel is back to trading blows with AMD And they didn't even need a bunch of skimpy E-cores to do it Systems24 Sep 2024 | 21
Warm embrace of CHIPS Act cash envelopes Polar Semiconductor Minnow of among government funded whales to double production capacity Systems24 Sep 2024 | 1
TSMC, Samsung reportedly eye UAE's silicon fields for fab expansion There’s no shortage of sand, but chip plants are thirsty for something even more precious: Water Systems23 Sep 2024 | 6
Intel: Trouble draws private investors like vultures to a wounded giant Comment Potential $5B cash injection from Apollo as Qualcomm sniffs around Systems23 Sep 2024 | 5
Chinese server-maker Inspur claims it's on track for better liquid cooling with 'railway sleeper' design Beijing is happy at surging sales and production capacity, falling energy requirements Systems23 Sep 2024 | 3
Intel has officially entered the grin and bear it phase of its recovery Comment Gelsinger sold the world on his foundry vision. Walking away won't be easy Systems22 Sep 2024 | 29
There’s no way Qualcomm is buying Intel as is Comment Is this from the same gossips who were wrong about Altera and Mobileye or the DoJ subpoenaing Nvidia? Personal Tech21 Sep 2024 | 22
Broadcom CEO predicts hyperscalers poised to build million-accelerator clusters Hock Tan reckons the silicon sales cycle is about to swing up, sharply, too Systems19 Sep 2024 | 7
NTT Data, IBM team on mainframe cloud for banks SimpliZCloud is only for India right now, based on big Blue's LinuxONE Off-Prem19 Sep 2024 | 4
Lenovo turns to India as source of AI servers Another win for the Make In India policy, but a small one in terms of product volume Systems19 Sep 2024 | 2
AMD sharpens silicon swords to take on chip and AI rivals Comment CEO Lisa Su sets sights on being best in GPUs, CPUs, FPGAs, everything... as Intel struggles Systems12 Sep 2024 | 12
Nvidia CEO to nervous buyers and investors: Chill out, Blackwell production is heating up AI ROI? Jensen Huang claims infra providers make $5 for every dollar spent on GPUs Systems12 Sep 2024 | 8
Dell says biz transformation continues. Translation: More layoffs This follows the tech giant's August plan to cut 12,500 jobs Systems11 Sep 2024 | 4
Oracle boasts zettascale 'AI supercomputer,' just don’t ask about precision Comment Cluster of 131,072 Blackwell GPUs up for grabs starting H1 2025 Systems11 Sep 2024 | 8
HPE wants investors to buy shares to help finance $14B Juniper Networks acquisition 27 million Series C Preferred Stock due out on Friday 13 Systems11 Sep 2024 | 8
Ex Samsung execs reportedly arrested for alleged IP theft in China chip caper Duo accused of stealing $3.2B of 20nm tech and secrets Legal10 Sep 2024 |
SambaNova makes Llama gallop in inference cloud debut AI infra startup serves up Llama 3.1 405B at 100+ tokens per second Systems10 Sep 2024 | 4
Mainframes aren't dead, they're just learning AI tricks Kyndryl survey suggests there's life in big iron yet Systems10 Sep 2024 | 13
We're in the brute force phase of AI – once it ends, demand for GPUs will too Gartner thinks generative AI is right for only five percent of workloads AI + ML10 Sep 2024 | 65