The Hot Take: Interesting, is this feedback because people STILL want high performance parts? To me it looks like they've all been trying to push us to mid-range devices that we're not supposed to own either.
NVIDIAâs plans to enter the APU market are becoming clearer, as new leaks outline the specifications and timeline for its upcoming N1X SoC. The chip represents a shift for NVIDIA, combining an Arm-based CPU with a Blackwell GPU in a single package aimed at high-performance laptops and compact desktop systems.
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The Hot Take: We need the market to get a flood of these CUDIMMs as it seems they're capping classic DDR5 to 6400mt/s from the looks of it. New intel chips support this standard and it seems the only way to break that 6400mt/s barrier now.
Memory profiles rarely sound excitingâuntil a system starts acting up, fails to boot, or turns into a test of patience with manually adjusted timings. AMDâs EXPO 1.2 isnât exactly the kind of thing youâd see on a big stage with a smoke machine, but itâs a thoroughly important update for AM5. Itâs about DDR5 compatibility, [âŚ]
Source
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By ckasprzak | TkOut
| April 29, 2026 |
Hardware
The Hot Take: I support this, the soldering and making everything toss away electronics is maddening.
"California, Colorado, Minnesota, New York, Connecticut, Oregon and Washington have all passed comprehensive right-to-repair regulations," reports CNBC, "covering everything from consumer electronics and farm equipment to wheelchairs and automobiles."
And the consumer movement "continues to gain political momentum" across America...
As of this year, advocates are tracking 57 right-to-repair bills across 22 states. In Maine, the state senate just advanced a bill that would bring the right to repair to electronics in the state. Texas's new right-to-repair law kicks in on Sept. 1 and covers phones, laptops, and tablets, but excludes medical and farm equipment, and game consoles.... [U.S.] Senator Ben Ray LujĂĄn (D-NM) and Josh Hawley (R-Mo.) are unlikely political bedfellows but have joined together to sponsor the REPAIR Act... The REPAIR Act would require automakers to give vehicle owners, independent repair shops, and aftermarket manufacturers secure access to vehicle repair and maintenance data, preventing manufacturers from funneling consumers into their own exclusive and more expensive dealership repair networks... Hawley criticized big corporations in his arguments in favor of right-to-repair legislation.
"Big corporations have a history of gatekeeping basic information that belongs to car owners, effectively forcing consumers to pay a fixed price whenever their car is in the shop," Hawley told CNBC. "The bipartisan REPAIR Act would end corporations' control over diagnostics and service information and give consumers the right to repair their own equipment at a price most feasible for them." The largest small business lobby in the U.S., the NFIB, says 89% of its members support right-to-repair legislation, making it a top legislative priority for 2026.
Read more of this story at Slashdot.
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The Hot Take: I'm wondering if they're holding out to see if China catches up to ASML's equipment as I know they are dumping boat loads of money to try and catch up to ASML's monopoly.
ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had originally expected TSMC to adopt it first, but the company has held back. TSMC Senior Vice President of Global Business Kevin Zhang stated at the North America Technology Symposium that there are currently no plans to introduce High-NA EUV before 2029, mainly because "it's too expensive!" This decision also reflects how TSMC is shifting competition focus from equipment to process integration and cost efficiency.
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The Hot Take: And you get Ai, you get Ai and you get Ai!
Apple's new CEO is very hopeful for how AI can transform the company.
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The Hot Take: Good new as this should help stave off an Nvidia buy out but we'll have to see if it's enough.
Intel's stock price soared 24% Friday. It's the stock's largest single-day spike since since October 1987, reports CNBC, "as investors cheered signs of renewed growth due to mounting artificial intelligence demand."
The stock closed at $82.57 and is now up 124% this year after jumping 84% in 2025. Friday's rally topped a 23% gain for the stock on Sept. 18, when Nvidia agreed to invest $5 billion in the company... "INTC's new CEO fixed the balance sheet, and is executing on a strategy that appears to have put INTC back on the competitive track," analysts at Evercore ISI wrote in a report after earnings, upgrading the shares to the equivalent of a buy rating.
First-quarter revenue topped estimates and rose 7.2% to $13.58 billion from $12.67 billion a year earlier. In five of the prior seven quarters, the company posted year-over-year declines in revenue...
The rally on Wall Street marks a stark turnaround for the U.S. chipmaker, which lost 60% of its value in 2024, leading to the ouster of Pat Gelsinger as CEO in December of that year... Intel's data center business is driving much of the current growth. Revenue jumped 22% from a year earlier to $5.1 billion, as AI fuels renewed demand for central processing units. Analysts at Citi upgraded the stock to a buy from a neutral rating, anticipating an uplift in CPU sales for all suppliers over the next few years.
Besides Tesla, Intel's CEO said Thursday that "multiple customers" are "actively evaluating the technology" their new 14A chip technology, according to CNBC, and that 14A development is happening faster than its 18A technology.
The sudden spike in Intel's stock price makes the stock chart look almost like a straigbht line up. Last August it was selling for less than $20 a share â so it's quadrupled in value less that nine months.
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The Hot Take: Not good, but then again would need to happen if Nvidia is planning on buying intel. We all loose a third wheel market option and we're going to continue having high prices.
New leaks claim that Intel's upcoming Xe3P graphics architecture won't feature any discrete gaming GPUs, and even the next-gen Xe4 lineup isn't confirmed to. Intel is instead prioritizing the datacenter and workstation segments for new graphics IP, and is featuring them on mobile parts.
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The Hot Take: It appears they definitely woke a sleeping giant....
Intel's next-gen Xeon "Diamond Rapids" CPUs will offer up to 512 cores, while Coral Rapids will bring back SMT on 8-channel platforms in 2028. Intel Diamond Rapids 16-Channel Slips Into 2027, Features Up To 512 Cores Intel Diamond Rapids "Xeon" CPUs were going to launch this year, but delays in plans have pushed it to 2027. The delay can be attributed to several reasons, such as yields and the fact that the 8-channel line was cancelled. Now, Intel plans to launch Diamond Rapids "Xeon" CPUs in 2027. As per Jaykihn, Intel's mid-2027 plans for Diamond Rapids include a volume launch [âŚ]Read full article at https://wccftech.com/intel-diamond-rapids-xeon-2027-512-cores-16-channel-memory-coral-rapids-smt-in-2028/
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The Hot Take: This is just a very inserting move as it cannibalizes the range of SKUs for the lower end builds. Question is will they be charging same for the chipset but tweaking the firmware for USB ports, SATA and PCIe lane configurations for lower priced boards? Only time will tell. This does bring us back to the days where they didn't have several chipsets and board manufacturers has a bit more control of their boards features.
According to the latest leaks, Intel's next-gen Nova Lake desktop CPUs will see a bit of a shake-up in their motherboard chipset market segmentation strategy. The usual source for Intel leaks, Jaykihn, says that the next-gen Z970 chipset will "replace most of the market currently covered by the B860." However, a B960 chipset is still on the
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The Hot Take: Not hitting the states yet, everything still 800+ still. Hopefully soon, or they start pumping out CUDIMMs for the higher speed kits.
You will be extremely lucky if you can buy a 64 GB RAM kit for under $500 these days, but some retailers in Japan are indeed selling it for such a low price. Several DDR5 RAM Kits in Japan See a Sudden Price Decline of Up To 22% Compared to Previous Months Prices for several DDR5 RAM kits have dropped sharply in Japan mid-April, making them more affordable than they were in the previous months. We all have been waiting for such price drops, but every time we see some relief, the prices shoot up quickly in a few days. [âŚ]Read full article at https://wccftech.com/ddr5-ram-prices-finally-crack-in-japan-as-64-gb-kits-dip-below-489-for-first-time-in-four-months/
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