The Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration ofâŚ
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By ckasprzak | TkOut | May 21, 2026 |
Hardware
The Hot Take: When these start getting traction we'll get GPUs to drop in price.....
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which productsâŚ
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The Hot Take: Just WOW.
AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.
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The Hot Take: We are going to need all the fabs we can get here.
ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.
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The Hot Take: Licensee's mad? I think so.
Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage rivals. The regulator asked Arm to cooperate and preserve related documents.
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The Hot Take: Can't have other countries get there first. Nat Sec vulnerability for sure.
The US government has taken $2 billion worth of equity stakes in quantum computing companies, including one linked to the Trump family.
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The Hot Take: We shall see. ARM busting in on this market too for servers at least. Nvidia is doing both Desktops and Servers with the world just waiting for its desktop SoC.
NVIDIA claims that the demand for Vera is so bonkers that it could become the worldâs top GPU and CPU supplier this year.
Nvidia recently said its Vera CPUs were in full production, with the first CPU racks hand-delivered to OpenAI, SpaceX, Anthropic and Oracle.
For those who came in late, Vera is a key part of the Extreme Co-Design ecosystem powering Rubin, but it drags Nvidia into the standalone CPU market for the first time.
The Arm-based chip uses 88 custom Olympus cores and is built for agentic AI and inference workloads. NvidiaâŚ
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The Hot Take: NICE, Intel you can send me samples too! :D
Intelâs next desktop CPU family is apparently hitting shipping lanes, albeit as early engineering samples. Nova Lake is expected to be a much bolder reset than merely a routine refresh and could become Intelâs most aggressive swing at the high-end PC market in years, with performance claims that sound almost exaggerated until you remember
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The Hot Take: Sub 1000 notebook competition is getting heated.
Intel today unveiled its "Project Firefly" initiative in China, which aims to bring the supply chain together to allow cost-effective & standardized Wildcat Lake laptop designs. Intel Wants A Coherent Design & Pricing Structure Across Its Wildcat Lake Laptops & That's Exactly What "Project Firefly" Aims To Ensure Intel hosted an event today in China where the company formally launched its Core Series 3 SoCs for laptops, codenamed Wildcat Lake. These SoCs aim to bring better value and a unified design across a range of mainstreamâŚ
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The Hot Take: APU's competition starting to heat up for that Ai dollar.
Intel's next-generation Razor Lake-AX chips will compete directly against AMD's Medusa Halo while featuring on-package memory. Intel Is Bringing Back On-Package Memory With Its Next-Gen Razor Lake-AX Chips That Fight Against AMD's Medusa Halo On-Package Memory was last used by Intel for its Lunar Lake SoCs. These SoCs were aimed at low-power mobile platforms, and while the chips themselves offered solid performance in a 30W budget, Intel's next on-package memory solution will be a big one. As per Haze2K1 on X, Intel Razor Lake-AX SoCs willâŚ
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