Nvidia has hit a new roadblock in the development of its N1X ARM-based CPU that may force its release late into 2026. Unfortunately, the problem is not an easy fix, with engineers reportedly having to ...

While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based ...

Qualcomm is tipped to be creating a new, dedicated smartwatch chip to create more powerful and longer lasting wearables, codenamed SW6100 or ‘Aspena’, highlighting a renewed interest in the space.

Arm moves into ASICs. The bank upgraded the stock as analyst David O'Connor said that its new ASIC (application-specific integrated circuit) business, which refers to custom chips ...

NVIDIA has significantly delayed the launch of its new CPUs. Those interested will now have to wait until late 2026 to get ...

Nvidia recently announced that its forthcoming N1 and N1X processors—geared toward laptops and desktops, respectively—will no longer arrive in early 2026 as planned.

Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Samsung MX is increasingly sourcing key components from external suppliers. The Galaxy S25, for example, used Micron memory chips instead of Samsung’s own — a trend that may continue with the S26 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Qualcomm is working on a new Snapdragon wearable chip, which has been codenamed Aspen, and could have a model number SW6100.

Arm Holdings' energy-efficient chip designs are powering AI and IoT growth for Apple, Qualcomm and Samsung as its tech influence deepens.