Nvidia says the roadmap is intact. It won’t say which roadmap.
Jensen Huang denied the Rubin delay rumor and unveiled a 27,500-GPU Japanese AI factory. The Kyber rack report that sank supplier stocks…
Hardware
Chips, memory, fabs and the supply chain that every AI promise runs on. From Nvidia’s roadmap to Intel’s fabs and the memory squeeze, we follow the hardware and the numbers behind it.
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AMD Ryzen 7 7700X3D review: a good chip with nowhere to stand
AMD's $330 Ryzen 7 7700X3D lands within 5% of the 7800X3D and just 2% ahead of the $240 7600X3D. With DDR5 this…
Intel shipped High-NA with an escape hatch. TSMC is living in it.
Intel was first to ship chips from ASML's High-NA scanners, with a fallback to older tools built in. TSMC's Arizona pledge shows…
Intel puts €5 billion into Leixlip — the Magdeburg apology tour arrives in Ireland
Intel commits €5 billion to Intel 3 output at Leixlip's Fab 34, Europe's only volume EUV fab, a year after scrapping Magdeburg.…
The AI memory supercycle comes for the $200 phone
Memory is now up to 64 percent of the build cost of the cheapest phones, and Omdia sees sub-$400 shipments falling 22…
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