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Hand-picked coverage from the Techstrong Semi editorial team.
Europe Expands Chip Design Strategy with €525 Million Investment
The European Union has launched a €525 million initiative to support semiconductor design startups, seeking to strengthen a segment of the global chip market where European companies hold less than 1% of revenue. The European Chip Design Platform, unveiled by European Commission technology chief Henna Virkkunen, will provide funding and technical resources to help smaller […]
James Maguire · Nov 6, 2026 · 2 min
Could AMD Quarterly Sales Top Intel for First Time in Q4?
Intel and AMD have both announced Q3 sales figures and with it projected fourth quarter sales, and it looks like AMD is set to make history and outsell Intel for the first time. AMD projects fourth-quarter revenue of $17 billion, plus or minus 3%. By contrast, Intel has forecast revenue between $15 billion and $16 […]
Andy Patrizio · Nov 4, 2026 · 2 min
Intel Preps Nova Lake for High-End Desktop
Intel is preparing to address a major hole in its product line, high-performance desktop processor market. Intel has let the lineup fall behind and give ground to AMD, but it is looking to change that. Speaking during Intel’s third quarter 2026 earnings call, CFO David Zinsner acknowledged that the company’s existing desktop portfolio has gotten […]
Andy Patrizio · Nov 4, 2026 · 2 min
Former Intel CEO Backs New Memory Startup
Former Intel CEO Pat Gelsinger is backing a startup developing a high-bandwidth memory architecture designed to combine the speed of SRAM with the density of DRAM. According to The Register, Gelsinger is backing the effort through Playground Global, the venture capital firm where he became a partner in 2025 following his ouster from Intel. Nagare […]
Andy Patrizio · Nov 3, 2026 · 3 min
IBM, Intel Team Up to Strengthen Security for AI Workloads
IBM and Intel are working together to add hardware-backed protection to sensitive AI workloads while they run. The collaboration combines Intel Trust Domain Extensions (TDX) in Xeon Scalable 6 processors with IBM Sovereign Core’s operational controls and governance capabilities. The goal is to help organizations reduce the exposure of privileged data access during processing and […]
Andy Patrizio · Nov 3, 2026 · 2 min
Intel Shares Tumble After Factory Blast and Weak Forecast Deepen Supply Woes
Intel Corp. shares tumbled roughly 20% in extended trading Thursday after the semiconductor giant issued a fourth-quarter revenue outlook that fell sharply below Wall Street estimates, weighed down by an operational disaster in Israel and a prolonged slump in personal computer demand. The company forecast fourth-quarter revenue between $15 billion and $16 billion, significantly trailing […]
Jon Swartz · Oct 30, 2026 · 2 min
Marvell in Talks to Acquire Lumentum in Major AI Optics Deal
Semiconductor developer Marvell Technology is in advanced negotiations to acquire optical technology provider Lumentum Holdings, a deal that would expand the chipmaker’s AI networking business by adding laser manufacturing and optical communications technology. The companies could announce an agreement as early as next week, according to Bloomberg News, which cited people familiar with the discussions. […]
James Maguire · Oct 29, 2026 · 2 min
You Bought the GPUs. How Much AI Did You Actually Buy?
Networking helps determine how much useful work an AI investment delivers, giving NVIDIA an advantage that can extend beyond its own accelerators.
Alan Shimel · Oct 29, 2026 · 5 min
Broadcom Enlists Wall Street Giants in $63 Billion Deal to Fund Anthropic AI Chips
Chipmaker Broadcom Inc. has orchestrated a hefty $63 billion financing package with a syndicate of powerhouse Wall Street lenders to supply artificial intelligence (AI) hardware to Anthropic, the companies announced Monday. The transaction brings together Bank of America Corp., Blackstone Inc., Citigroup Inc., and Morgan Stanley to fund the immense capital expenditures required to train […]
Jon Swartz · Oct 27, 2026 · 2 min
FCC Grants Intel Waiver to Maintain Foreign-Made Robots in U.S. Chip Fabs
The U.S. Federal Communications Commission (FCC) has granted Intel a one-year waiver allowing the chipmaker to continue maintaining and modifying certain foreign-made robotic vehicles used in its domestic semiconductor manufacturing facilities. The decision is intended to prevent disruptions to U.S. chip production while the government restricts the use of certain foreign-produced robots over national security […]
Andy Patrizio · Oct 26, 2026 · 2 min
Feds Commit $389 Million to Power Chips and Critical Materials
The U.S. Department of Commerce plans to provide up to $389 million in research and development funding to four companies developing power semiconductors and critical materials, targeting applications ranging from commercial fusion energy to artificial intelligence data centers. The awards are intended to strengthen domestic semiconductor manufacturing capabilities, improve energy efficiency, and reduce reliance on […]
Andy Patrizio · Oct 26, 2026 · 2 min
SpaceX, Tesla Target 2028 for Terafab Chip Production
Tesla and SpaceX — two Elon Musk companies in the process of merging — are targeting the third quarter of 2028 to begin volume semiconductor production at Terafab, their planned massive chip manufacturing complex in Texas. Musk made the comments on the quarterly SpaceX earnings call. He said the project could begin producing chips at […]
Andy Patrizio · Oct 26, 2026 · 2 min
TSMC Seeks to Reduce Rare-Earth Dependance From China
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest chip fabrication company, is looking for alternatives to rare-earth minerals used in its factory equipment as it seeks to reduce the risk of production disruptions caused by China’s export controls. According to a Reuters report, TSMC has questioned equipment suppliers about using motors that do not rely […]
Andy Patrizio · Oct 26, 2026 · 2 min
Google Introduces Open Coral NPU Standard for Low-Power
Google Research has completed the 32-bit processor architecture for its open-source Coral neural processing unit (NPU) platform, released a version 1.0 compiler foundation and announced new commercial silicon from Synaptics. Coral is targeted at energy-efficient AI in wearables, industrial sensors and robotics. The platform is intended to address fragmentation in the edge AI market, where […]
Andy Patrizio · Oct 21, 2026 · 2 min
Google, Synaptics Partner to Bring On-Device AI to Smart Glasses, Edge Hardware
Google and semiconductor manufacturer Synaptics Inc. announced a strategic partnership on Tuesday to bring artificial intelligence (AI) out of distant data centers and directly into everyday consumer and industrial devices. The collaboration debuts Synaptics’ new Astra SR200 series of processors alongside the expanded release of the jointly developed Coralboard development platform. Built to power hardware […]
Jon Swartz · Oct 21, 2026 · 2 min
Amazon Releases Open-Source TorchNeuron to Take on NVIDIA
Seeking to erode NVIDIA Corp.’s dominance in artificial intelligence (AI), Amazon.com Inc. has introduced a new software tool designed to allow AI models to run on its custom chips with minimal code modifications. The software, named TorchNeuron, lets developers execute code written in PyTorch, the industry’s most popular open-source AI framework, on Amazon’s proprietary Trainium […]
Jon Swartz · Oct 20, 2026 · 3 min
Samsung Taps TSMC to Build NVIDIA’s Next-Generation AI Memory Chips
Samsung Electronics plans to use rival chipmaker TSMC’s advanced manufacturing technology to produce a key component of NVIDIA’s next-generation AI memory chips, a major change in Samsung’s semiconductor strategy. The agreement, first reported by the Seoul Economic Daily, is part of NVIDIA’s effort to improve the performance and supply of high-bandwidth memory, a crucial technology […]
James Maguire · Oct 19, 2026 · 3 min
China Launches 100,000-Card AI Supercluster Built with Domestic Technology
Chinese supercomputer manufacturer Sugon Information Industry has launched a massive AI supercluster powered by more than 100,000 domestically developed computing cards, a major advance in China’s effort to build its own high-performance computing infrastructure. The system, called Sugon 8000 or Dawning 8000, is operating in Zhengzhou, Henan province. The supercluster is a major step up […]
James Maguire · Oct 19, 2026 · 2 min
Taiwan Plans Tighter AI Chip Export Rules to China, Aligning with US
Taiwan plans to impose tougher restrictions on exports of AI chips and servers to China, a move that would make illegal shipments of the technology a criminal offense under Taiwanese law. The proposed rules would bring Taiwan’s export policies closer to those of the U.S., which has restricted exports of advanced AI processors to China […]
James Maguire · Oct 19, 2026 · 2 min
Intel Positions Xeon and New GPU as Foundational Agentic AI Infrastructure
Intel has announced a broad push to optimize its data center infrastructure for agentic AI, pairing new Xeon-based rack designs with its GPU D-series and a software strategy intended to tie CPUs, GPUs, and open models into a single deployment path. The announcements came at the Open Compute Project (OCP) Global Summit. The company’s main […]
Andy Patrizio · Oct 16, 2026 · 2 min