Subject


AMD


2025-03-04

[News] NVIDIA and Broadcom Reportedly Test Intel’s 18A as AMD Also Eyes Potential Deal

According to a Reuters report, sources reveal that NVIDIA and Broadcom are conducting manufacturing tests with Intel's 18A process, signaling initial confidence in Intel's advanced fabrication technology. The report further states that AMD is reportedly also assessing Intel's 18A manufacturing proce...

2025-02-06

[News] Intel and AMD Unveil New Laptop Processors: Who Will Gain the Upper Hand?

According to Zhu Xi’s column in TechNews, both Intel and AMD recently unveiled their latest generation of laptop processors at CES 2025. Intel introduced the laptop variants of Arrow Lake, namely Arrow Lake HX and Arrow Lake H, while AMD launched Fire Range, designed to compete directly with Arrow...

2025-02-04

[News] AMD’s AI Strategy Tested as Big Tech Shifts to Custom Chips

As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

2025-01-15

[News] TSMC Faces Order Cut Fears as AMD, Broadcom, and NVIDIA Reportedly Slash CoWoS-S Demand

Ahead of TSMC’s earnings call on January 16th, market rumors have been circulating that the foundry giant’s largest clients are slashing their CoWoS-S orders. According to Commercial Times, AMD and Broadcom are reportedly releasing the CoWoS-S capacity they previously booked due to slowing deman...

2025-01-14

[News] Apple Reportedly Nears Final Check on TSMC’s U.S.-made Chips, with 4nm Mass Production Imminent

A couple of days ago, U.S. Commerce Secretary Raimondo stated that TSMC has started the production of advanced 4nm chips in Arizona, as per Reuters. Now the information seems to get confirmed, as a latest Nikkei report notes that Apple is nearing the final stages of verifying its first "made in Amer...

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