Taiwan giant turns to local partners as packaging crunch bites

TSMC is stuffed to the rafters with CoWoS orders, and the AI industry is sweating over it, although the company seems to have a cunning plan.

Gaming slab gets a party trick as its screen rolls out sideways

Lenovo is gearing up to unleash a Legion-branded rollable laptop that stretches sideways into a portable ultrawide gaming panel and is pencilled in for an early 2026 launch, probably at CES.

With fiends like that, who needs enemas

Trump will allow Nvidia to flog its H200 chip to China if he is allowed to skim 25 per cent off the top.

A growing pack of rivals eyes the crown

One company has sat on the AI chip throne for a decade, but the ground beneath Nvidia is starting to shift.

DIY RAM buyers lose out as hyperscalers hoover up every wafer in sight

Micron has decided that flogging low-margin RAM to ordinary punters is no longer worth the candle and will axe its Crucial consumer brand in 2026 after 29 years.

4nm will have a hard time competing with Intel 18A and TSMC 3nm

Last week, AMD presented its AI, data center, and consumer plans for the next few years to financial and industry analysts. Despite the huge success in the data center market, partial success in AI, and a solid roadmap ahead, I wanted to share a shortcoming on the consumer roadmap, especially concerning 2026.

Here comes the sun

AMD has lobbed another shot at the AI infrastructure land grab by tightening its partnership with HPE to build out the next wave of open rack-scale systems, named after a Greek sun god.

Passes GeForce RTX 4070 with 2.23 percent

NVIDIA's Blackwell-based GeForce RTX 5070 has now passed the Ada-based RTX 4070 in the latest Steam Hardware Survey, making it one of the top-placed RTX 50 series graphics cards.

Memory price increase

According to a new report, AMD will be raising its GPU prices by $20 for 8GB and $40 for 16GB versions due to memory pricing.

While NVIDIA still reigns supreme with 92% of market share 

According to the latest Q3 2025 discrete GPU market share report from Jon Peddie Research, NVIDIA is still holding the biggest piece of the discrete GPU market share, although it has lost 1.2 percent in the last quarter. On the other hand, Intel has managed to increase its share, finally hitting 1 percent, while AMD got up to 7 percent.