The AI server race is heating up, and it’s not just about Nvidia anymore. According to new data, custom ASIC servers are poised for explosive growth in 2026, with Google’s TPU leading the charge. This shift could reshape the entire supply chain and profit landscape for hardware makers.
NVIDIA has reportedly gained approval to sell its H200 AI accelerator in China, but the victory is hollow. The US will take a 25% cut of sales, and Beijing is forcing companies to justify every purchase. It’s a brutal squeeze between two superpowers.
F.L.Putnam’s Ellen Hazen suggests investors look to chip manufacturer TSMC as a core AI holding. She sees a bubble forming but believes it’s different from past manias, and likes TSMC’s position as the indispensable foundry for everyone, including Nvidia’s potential rivals.
Apple’s long-standing reliance on TSMC for its silicon could be changing. New reports suggest Intel may start producing Apple’s Mac and iPad chips in 2027, with base-model iPhone chips following in 2028.
According to GSM Arena, the Snapdragon 8 Elite Gen 5 and standard 8 Gen 5 both use an “Adreno 840” GPU, but they are not the same. Benchmarks show the non-Elite chip lacks a 768MHz boost frequency and 18MB of High-Performance Memory, likely marking it as a lower-binned part.
AMD is raising prices on its CPUs, including the new Ryzen 9000 series. The increase comes as global RAM and SSD costs are also climbing, making a new PC build more expensive.
A Bloomberg report alleges that US AI company PaleBlueDot.ai is seeking a $300 million loan to purchase Nvidia chips for Chinese social media platform RedNote. The chips would reportedly be deployed in a Tokyo data center. PaleBlueDot.ai has called the report “factually incorrect.”
A little-known rare earth metal called yttrium has become the center of a major supply chain crisis. With prices soaring 4,400% and China controlling 93% of US imports, critical industries from aerospace to semiconductors are facing serious disruptions. The situation reveals just how vulnerable mode
The US is experiencing a semiconductor manufacturing boom, capturing nearly 90% of global chip investments in 2025 alone. TSMC and Samsung are leading the charge with massive Arizona and Texas facilities while facing pressure from Trump administration tariff threats.
Intel is developing Linux support for a new power-saving feature in upcoming Xe3P_LPD graphics. The technology allows frame buffer compression to utilize reserved system cache, potentially reducing memory power consumption. This could mean significant battery life improvements for future laptops and
