Jon Peddie blames Trump trade chaos for slowdown

Global PC graphics market took a knock in the first quarter of 2025, with GPU shipments sliding to 68.8 million units, down 12 per cent from the previous quarter, according to the latest data from Jon Peddie Research.

Turns out that threatening customers for using software they paid for works

Broadcom’s decision to swallow VMware and then do its best to infuriate its suppliers and customers seems to have paid off with the outfit posting $15 billion in second quarter revenue, up 20 per cent from last year.

Intel bangs the drum on 18A node

Troubled Chipzilla is still flogging its foundry turnaround plan, this time at its annual Direct Connect bash, where CEO Lip-Bu Tan and his top brass tried to convince the world that Intel Foundry Services is back on track.

AI threats and zero-trust mandates are driving a $26bn boom

Beancounters working for the Dell’Oro Group have added up some numbers and divided by their shoe size and worked out that while everyone is banking on about hardware cybersecurity, particularly of the cloudy sort, is where the cash is.

TriBoard plug-in cuts time, cost and hassle for carmakers

Infineon has signed up with Typhoon HIL to make the lives of xEV powertrain developers a bit less miserable. The pair are promising a real-time hardware-in-the-loop (HIL) simulation setup that plugs straight into Infineon’s AURIX TC3x and TC4x microcontrollers.

Dally says US rules handed China a tech talent pipeline

Nvidia chief scientist Bill Dally [pictured] has suggested that the US export control ban on AI gear to China has helped Huawei and its mates in the Middle Kingdom rather than holding them back.

Claims 130 W/m·K conductivity miracle

A mysterious outfit calling itself Coracer has chucked a new graphene thermal pad into the AM5 processor ring, claiming it’s a better option than thermal paste or liquid metal.

We are just so over this relationship

After more than 15 years of flogging modem chips to the Fruity Cargo Cult Apple, Qualcomm seems to be limbering up for life without its biggest drama prone customer.

Chipmaker adds stealthy startup to its growing anti-Nvidia arsenal

AMD has snapped up a little-known AI startup called Brium in a move that looks suspiciously like an attempt to smash Nvidia’s stranglehold on the AI software ecosystem.

Celestial and Druid working together

Troubled Chipzilla appears to be hedging its bets with its upcoming Nova Lake-S processors, mixing two separate GPU architectures into one silicon soup.