AI frenzy turbocharges profits

Nvidia has blown past expectations again, reporting a colossal $39.3 billion (€36.3 billion) in revenue for Q1 2025, a 12 per cent increase from the previous quarter and a 78 per cent leap from a year ago.

Rumour mill suggests a Q4 2025 launch for Intel’s would-be flagship GPU

Troubled Chipzilla's Arc Battlemage B770 graphics card  was a no show at Computex 2025, but that hasn’t killed off hopes of its existence. According to Dutch outlet Tweakers, who had a word with insiders during the event, the flagship card is still in the oven and may finally emerge in Q4 2025.

Says Low-NA is still pulling its weight

TSMC appears to be in no rush to adopt ASML’s pricey High-NA EUV machines, despite rivals like Troubled Chipzilla already scribbling them into future roadmaps.

Munich centre adds European edge to Taiwan’s global chip dominance

TSMC has given Brussels something to gloat about by announcing a new chip design centre in Munich.

Elon, Altman and Huang trot out for Redmond’s power play

Software King of the World, Microsoft flexed its cloud muscle this week, wheeling out its AI mates and fresh software toys in a pitch to dominate the artificial intelligence land grab.

Suppliers fix mess, shipments rise, and Jensen breathes easier

Nvidia's kit partners have finally sorted out the mess that was delaying its flagship Blackwell AI server racks, and now the silicon is flowing just in time for the chipmaker’s next earnings pitch to the cocaine nose jobs of Wall Street.

Intel, Micron, Qualcomm say tarrifs could blow up their supply chains

Troubled Chipzilla has joined forces with Micron and Qualcomm to tell the Trump administration to pack in the semiconductor tariff sabre-rattling.

AMD lets Hydons be Hygons

China has stirred the silicon pot again, and fused CPU design and server manufacturing into a single beast with ambitions far beyond web hosting.

Prototype microchannel cooler targets 1,000W heat 

Troubled Chipzilla is playing with water again, this time showing off an in-package liquid cooler at its Foundry Direct Connect shindig. Rather than slapping a chunky block on top of an IHS, this design squirts coolant directly over the silicon, using copper microchannels to hit only the bits that get seriously toasty.

Catching up with Nvidia DLSS

AMD is finally catching on that AI might actually be useful for something more than buzzwords. At Computex 2025, the chipmaker gave gamers a glimpse of FidelityFX Super Resolution Redstone, the next big leap for its upscaling tech that’s been trailing Nvidia’s DLSS for years.