The Hot Take: Broadcom making bank from Ai ASICs? Is Nvidia's domination of the Ai market about to slip?
Broadcom's third quarter, ended August 2, 2026, is the point at which custom AI silicon stopped being an adjacent product line and became the shape of the company. Revenue reached US$29.6 billion, up 86% from a year earlier and 33% from the previous quarter. AI semiconductor revenue of US$16.7 billion — up 221% year on year, and 54% sequentially — is now larger than everything Broadcom billed, across every product and both segments, in the same quarter of 2025.
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By ckasprzak | TkOut
| September 3, 2026 |
ARM,
Hardware
The Hot Take: Interesting take from a new ARM competitor & licensee.
Arm servers won’t have significant market share in the enterprise for at least three to five years, according to Ram Velaga, the recently installed leader of Broadcom’s software business. That’s unwelcome news for hardware vendors contemplating Arm servers, because buyers will be less interested in the devices if they can’t manage them with the tools they already use. VMware remains the most commonly deployed enterprise server virtualization supplier, so its users won’t be able to embrace Arm servers anytime soon without Arm boxes becoming a…
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The Hot Take: AGAIN, suddenly we explain this to the world, is this to head off all the questions on where the DRAM supply is going? Coordinated.
Samsung has outlined an ambitious three-stage roadmap for High Bandwidth Memory, culminating in an architecture called zHBM that effectively merges memory and compute into the same vertically integrated package.
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The Hot Take: Suddenly we explain this to the world, is this to head off all the questions on where the DRAM supply is going?
The silicon industry has arrived at a consensus that the HBM pathway to unlock incremental AI compute is stalling, especially as converting silicon wafers into an HBM stack yields far less usable capacity than commodity DRAM, prompting the wider industry to start experimenting with SRAM-only decode, Processor-In-Memory (PIM) within LPDDR, CXL pooling, and 3D DRAM. Of course, it is the 3D DRAM architecture that is considered somewhat of a panacea at the moment, as highlighted by AMD's recent admission as to its phenomenal energy efficiency.…
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By ckasprzak | TkOut
| September 2, 2026 |
ARM,
Hardware
The Hot Take: Was wondering when something like this would happen, just took the CEO being greedy.
British semiconductor and software design company Arm is asking shareholders to approve a massive performance-based pay package for CEO Rene Haas worth up to $800 million if the company reaches a $2 trillion valuation, a move that has drawn pushback from proxy advisors ahead of a September 9th vote. According to an August 31 report by the Telegraph, the company is facing a potential shareholder revolt as proxy advisory firms such as Institutional Shareholder Services (ISS) and Glass Lewis urged investors to vote against the compensation plan,…
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The Hot Take: This type of tech needs to step up with the IC's producing so much focused heat in smaller and smaller spots.
A team of scientists in Germany and Japan has demonstrated a solid-state cooling system that uses heat to generate the mechanical work required for refrigeration, potentially opening a route to processors and data centers that recycle some of their own waste heat for cooling. Developed by researchers at the Karlsruhe Institute of Technology (KIT) and the University of Tsukuba, the system — detailed in Nature Energy on August 28 — replaces the electrically powered actuator normally required for elastocaloric cooling with a heat-responsive…
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The Hot Take: Quirky issue.
You might face some display flickering issues if you have installed the latest NVIDIA Game Ready Driver, but there is a fix. Game Ready Driver 616.56 Reportedly Causes Display Flickering at 8-Bit; NVIDIA Says it's Investigating the Issue NVIDIA rolled out the latest Game Ready Driver 616.56 a few days ago, and it was one of the most powerful updates, bringing a significant performance boost in synthetic apps. However, it's becoming common to see NVIDIA drivers infested with bugs, causing problems for regular users, and the latest driver update…
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The Hot Take: Nice!
Intel processors have returned to Amazon’s ten best-selling desktop CPU positions after months of AMD dominance. The Core Ultra 7 270K Plus reportedly reached sixth place at around $290, while the Core i7-14700K occupied ninth.
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The Hot Take: Interesting, we'll see how it affects Debian soon enough.
The voting is over and there is a winner now known in the much-debated Debian General Resolution voting over an AI policy for the Linux distribution...
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The Hot Take: Good, hope they do. Micron needs to take some losses if you ask me.
Micron Taiwan faces a potential strike as support for this labor action is increasing among its workers. Local media reports that a preliminary survey showed 80% of the people involved support such a move, with its labor union demanding that the current bonus system be replaced with a profit-sharing scheme, similar to what SK hynix employees receive. Micron, alongside Samsung and SK hynix, have been raking in a lot of cash because of the AI-driven memory chip shortage, and its workers want a piece of the action.Go deeper with TH Premium:…
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