Qualcomm’s Dragonfly chips and HBC memory take aim at Nvidia’s inference lead In sum – what we know: Qualcomm has been expanding. At its 2026 Investor Day in New York, …

OpenAI’s new chip is already running GPT-5.3 workloads In sum – what we know: OpenAI and Broadcom are showing off the initial fruits of their partnership to build custom silicon. The two …

TSMC’s leading-edge chips and advanced packaging are spoken for In sum – what we know: There’s no single bottleneck when it comes to AI. A few years ago, perhaps there …

MEXT’s Predictive Memory software uses AI to anticipate which data a workload needs next In sum – what we know: AMD has acquired MEXT, a privately held AI memory-optimization startup …

TSMC is swapping round wafers for square panels to cut costs and make room for more HBM4 In sum – what we know: TSMC is inching closer to production for …

Alphabet moves to diversify supply chain with Intel amid TSMC capacity crunch In sum – what we know: Alphabet’s Google has placed a firm order with Intel to manufacture more …

The 600W MI350P is essentially a halved MI350X In sum – what we know: AMD has unveiled its latest data center chip, and while it’s not a massive generational upgrade, …

SK Hynix’s expansion targets HBM and advanced-node DRAM for AI In sum – what we know: SK Hynix is set to dramatically increase its memory capacity. At Computex 2026, SK …

The RTX Spark “superchip” is powerful enough to run 120B-parameter models and persistent agents without the cloud In sum – what we know: Nvidia wants to bring its chip and …

Qualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for …