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Apple Eyes Intel and Samsung as Backup US Chipmakers

The Hot Take: MacRumors posting about it give it more merrit to me.

Apple has held "exploratory" talks with Intel and Samsung about manufacturing the main processors for its devices in the United States, reports Bloomberg ($). Apple is said to have had early-stage talks with Intel about using its chipmaking services, while Apple executives have reportedly visited a Samsung plant under construction in Texas that will also make advanced chips. The talks are said to be preliminary, and no orders have been made so far, according to the report's sources who asked not to be identified.…

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Apple Quietly Courts Intel And Samsung For Its Most Critical Chips As TSMC’s Advanced Nodes Remain Choked Under AI Demand

The Hot Take: USA domestic manufacturing is taking off, TSMC announcing huge expansions in Arizona. Intel getting that Federal injection is definitely keeping them alive and making them relevant again. Probably also why Nvidia dumped money into Intel too to make sure there is choice states side.

TSMC is turning into a victim of its own success as the world's preferred chip foundry, leaving its heretofore prized customers such as Apple in a bind of sorts as they suddenly find themselves crowded out by AI hyperscalers. In its frustration, Apple is now reportedly exploring the possibility of dividing up its silicon load between Samsung, Intel, and TSMC rather than remaining largely TSMC-exclusive. Apple is looking for contingencies by tentatively probing Intel and Samsung as additional vectors for manufacturing its custom chips According…

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Intel Appoints Qualcomm’s Alex Katouzian to Lead Client Computing and Physical AI as Lip-Bu Tan Reshapes Top Ranks

The Hot Take: Interesting, wonder is he'll be working on any RISC-V stuff for Intel.

Intel has made two big changes: the appointment of Alex Katouzian from Qualcomm in the Client Computing & AI segment, along with Purskar Randae as CTO. Alex Katouzian Appointed to Lead Intel's Client Computing & Physical AI Group Press Release: Intel Corporation today announced two key leadership appointments to strengthen its core product business and advance the company’s innovation agenda. Alex Katouzian will join Intel as executive vice president and general manager of the Client Computing and Physical AI Group. In this role,…

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Intel's ZAM Memory Threatens HBM's AI Throne With 2x The Bandwidth of HBM4, More Capacity & Low Thermal Constraints

The Hot Take: If this all is true they have a winner on their hands.

Intel's Z-Angle Memory (ZAM) is approaching completion as it races towards taking a bite at the AI boom while challenging HBM as a viable alternative. Intel's ZAM Challenges HBM As A Big Memory Innovation In the High-Bandwidth, High-Capacity Segment Offering 2x The Speed of HBM4 Z-Angle Memory or ZAM has been stirring up a lot of talk in the memory segment. The upcoming memory standard is being developed by Intel and SoftBank & aims to offer a low-power, high-density replacement to HBM. Now, new details have been shared that provide more…

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AMD Finally Cracks HDMI 2.1 On Linux After Years Of Forum Lockout, Thanks To Valve’s Quiet Push

The Hot Take: Closed source finally making it onto OSS OS, nice!

AMD has taken a major step toward enabling native open-source HDMI 2.1 support on Linux by submitting new patches for its AMDGPU driver. AMD Moves Closer to Open-Source HDMI 2.1 Support on Linux With New AMDGPU FRL Patches It appears that the HDMI 2.1 support is finally arriving to Linux as AMD has submitted the new Fixed Rate Link (FRL) patches for its AMDGPU driver. This has been one of the longest-standing limitations that affected Radeon GPUs on the platform. There have been years of restrictions tied to the HDMI Forum (Org behind the HDMI…

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Tenstorrent Vows to ‘Crush Everyone’ as Galaxy Blackhole Hits 350 Tokens/s on DeepSeek R1, Undercutting NVIDIA’s GB300 5x AI TCO

The Hot Take: RISC-V breaking the GPU strangle hold on GPU's? YES PLEASE.

Tenstorrent made a bold claim during their TT-Deploy livestream, saying they are going to crush everyone at everything, including AI, with their Galaxy servers. Tenstorrent Galaxy Supercluster Offers 10x Faster GenAI Video, And Destroys Current-Gen GPUs With "Blitz Mode", Offering 350+ Tokens/s In DeepSeek R1 Jim Keller and his Tenstorrent are on a mission to challenge the existing AI hierarchy with their RISC-V-powered platforms. As such, the company unveiled its latest Galaxy Blackhole servers for AI at scale. With Galaxy Blackhole,…

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Intel & AMD Work On APX, The Next Major Step In The Evolution of x86 Architectures, Adds More Performance Without Requiring More Die Area & Power

The Hot Take: Just what we need Ai specific instructions for them to gobble up all the CPU's now.

APX or Advanced Performance Extensions are the next evolution of x86 as Intel & AMD co-develop new standards for the architecture. APX Expands the x86 Instruction Set, Bringing Faster Performance & New Features That Will Benefit Both Intel and AMD's Next-Gen Chips Two days ago, we talked about ACE (AI Compute Extensions), which is a unified instruction set that aims to increase matrix-multiply performance for next-gen x86 chips. ACE is just one part of the grander scheme in which both Intel and AMD are working together to evolve the…

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Ubiquiti Introduces UniFi Dream Machine Beast with 25G Networking and NVR Support

The Hot Take: Looks like they're trying to reach for Cisco's pie.

Ubiquiti has announced the UniFi Dream Machine Beast, a new high-performance gateway designed for enterprise and large-scale network environments. The rackmount system integrates routing, security, and storage capabilities into a single platform, expanding the company’s UniFi ecosystem with a focus on higher throug ...

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