First made-in-USA Blackwell rolls out
TMSC proves its fabability is transferable.
Meta swallows Rivos—now what?
Lots of hints, rumors, and leaks to suggest Meta’s ambitions for Rivos may go beyond adding to Meta’s technology portfolio.
Apple’s A19 and upcoming M5 chips
Different platforms, similar specifications.
OpenAI adds to the 895 AI gadgets list
Company developing pocket-sized AI thingy.
Google’s Tensor G5 AI chip
High AI performance, low power consumption.
AI servers become Foxconn’s biggest revenue generator
Long-term partnership with Nvidia for servers pays off.
WWDC 25: Apple puts on a happy face
The latest developer conference puts Apple back on track for a new generation of products.
Intel’s R&D-to-sales ratio outpaces all others
If Intel spins off its fab, its R&D ratio may drop.
Intel’s inventory soars, while Apple’s and Nvidia’s drops
Where are all those wafers?
Apple’s M3 Ultra is the most powerful graphics offering to date
The M3 Ultra can be configured with an 80-core GPU.
Looking forward, looking back
2024 was a good, not great, year; 2025 will be a . . . .
Inventories and R&D kept in line with sales
Billon-dollar buyers are kept waiting.