The Hot Take: Hoping intel can come back around and get good strong competition back against AMD>
AMD has predicted it will win more revenue than Intel in its next quarter, potentially marking the first time it becomes the dominant vendor whose main product is x86 processors. The house of Zen on Tuesday announced its Q3 2026 results, which saw it grow revenue 45 percent year-over-year to $13.4 billion. The company’s Data Center segment won $8.5 billion of revenue, up 97 percent year-over-year. Sales of silicon in AMD’s client and gaming segment slid eight percent to $3.7 billion, a worse fall than the five percent fall that helped to sink…
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The Hot Take: Nice, we need a strong intel for domestic manufacturing.
Intel says manufacturing costs for its 18A process have fallen approximately 40 per cent since the first quarter, offering some relief for its battered foundry ambitions.
According to New Electronics, Intel chief financial officer Dave Zinsner said Intel 3 costs fell about 15 per cent over the same period.
Chipzilla has spent years explaining what its manufacturing technology will eventually accomplish. Producing chips more cheaply provides a welcome interruption to the presentations.
The company reported double-digit improvements in 18A…
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The Hot Take: Everyone wants a piece of the Ai pie!
Japanese carmaker Toyota has decided to have a crack at the market for AI processors. Toyota is the major shareholder in a company called AISIN, a manufacturer of automotive components. Both companies are aware that cars are increasingly reliant on tech like image recognition, and that robotics and other forms of “physical AI” will need parts that overlap with cars. AISIN thinks existing chips aren’t a good fit for such roles, because they rely on external memory to store AI models and then generate a lot of traffic between a processor and the…
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The Hot Take: Nice!
The latest October 28th cumulative update build for Windows 11 versions 26H2 and 25H2 has shipped, and with it comes numerous improvements to Windows 11, including Cloud Rebuild functionality. If you find yourself in a situation where Windows
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The Hot Take: Interesting, has me intrigued to try it again.
The New York Times is suing privacy-focused web browser company Brave for allegedly scraping the outlet’s copyrighted and unlawfully distributing it to its own customers, like Anthropic and Perplexity.
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The Hot Take: Interesting, reuse of a chemical.
Current AI chips face a transmission bottleneck where they’re pushing 200Gbps per lane, so even the slightest interference can affect performance. Possibly realizing that there needs to be a better way to maintain optimal server throughput, NVIDIA is reportedly looking at an unlikely material to tackle one of AI hardware’s biggest headaches: PTFE, better known by the brand name Teflon and as the coating on non-stick pans. PTFE wastes far less energy, making it suitable for achieving NVIDIA’s goals, but material complexity makes it difficult to…
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The Hot Take: This is interesting, need more validated benchmarks. Is Qualcomm on the way out of the performance crown on the mobile SoC market?
Good news for the Galaxy S27 and Galaxy S27 Plus.
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By ckasprzak | TkOut
| November 3, 2026 |
Software
The Hot Take: But will they dive into Quantum processor manufacturing?
Intel CEO Lip-Bu Tan believes that the total addressable market for his firm's CPUs, when it comes to demand stemming from the AI agentic market, could surge to $200 billion over five years. The executive made the remarks during Intel's latest earnings call, where he reiterated the advantages of using CPUs in AI computing. Tan, whose firm also recently bought quantum computing firm Classiq, shared that the deal will enable Intel to become a "full stack revenue-generating" quantum computing company. Intel CEO Lip-Bu Tan Touts Power Efficiency…
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The Hot Take: No more registry hacks!
Windows 11’s right-click menu has been cluttered for a long time now. There are delays when opening a file menu and an overload of options added by Windows and installed applications. Now, Microsoft is finally fixing this by rolling out a redesigned context menu and giving users greater control over which commands appear. The update also brings layout choices that make the menu adaptable to individual preferences.
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The Hot Take: Hoping this helps the DRAM & NAND crunch sooner than later.
Former Intel CEO Patrick Gelsinger has come out in support of memory chip designer Nagare Labs and its Z2RAM technology. Gelsinger shared his thoughts about the firm with The Register, where he said the firm was combining the best aspects of SRAM, DRAM and flash memory to create a potential competitor for HBM memory when it comes to density, speed and power. Among other features, Z2RAM is integrated directly on the logic chip, which reduces the distance for the data to travel. Former Intel CEO Patrick Gelsinger Believes Z2RAM Gives Better…
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