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.

Tiling makeover could open the door to rival GPUs

Nvidia has rolled out one of the biggest updates to its CUDA software stack in years, and chip design legend Jim Keller reckons it might even spell the end of its long-guarded exclusivity.

Big Tech outfit turns its custom silicon into a serious threat

Google’s custom silicon is giving Nvidia a proper fright as the search outfit’s tensor processing units help its Gemini 3 models overtake OpenAI’s latest efforts.

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.

Beijing’s chip hopeful rockets on debut

AI mania has China in a proper lather as punters pile into homegrown AI chip designer Moore Threads.

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.

Game-ready drivers stop at 590

Nvidia has done the deed and cut game-ready driver support for its Maxwell, Pascal and Volta cards, leaving even the once-mighty GTX 1080 Ti staring at a future of security patches and not much else.

Shrugs off bubble talk while bragging about Rubin 

Nvidia is trying to calm the cocaine nose jobs of Wall Street again, this time with its chief bean-counter insisting that fears of an AI bubble are nonsense.

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.

Shrinking margins force next year’s machines towards painful price hikes.

Global tech titans are gorging on DRAM and flash to feed their AI obsessions, leaving the humble PC market to scrap for leftovers as unit prices rocket.