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The Hot Take: Interesting, is the bubble about to pop?
The latest quarterly figures show a recovery in PC graphics shipments, although the improvement is uneven across the market. Published on September 3, the report puts second-quarter 2026 shipments at 75.
Read the full articleThe Hot Take: Will there be any DDR5 available at this speed? Because if you go to NewEgg you only see speeds up to 6400MT/s....
Intel has confirmed that its next-generation Nova Lake 12Xe mobile processor with integrated graphics supports DDR5 memory modules up to 8000MT/s CSO-DIMM speeds, according to a September 3 Weibo report from user @éçȘćçș§ć .
Read the full articleThe Hot Take: Let's see if Intel comes back swinging.
The refrain in the DIY PC community has been clear for a few years now: if you're doing PC gaming, you need an AMD 3D V-Cache CPU. The degree of necessity is exaggeratedâat normal resolutions and settings, you're generally GPU-bound anywayâbut it is true that for high-framerate eSports and poorly-optimized game engines, a big last-level cache
Read the full articleThe Hot Take: Very good news, ratchet up that heat in competition for TSMC & Samsung.
Intel is a bundle of positive tailwinds these days, especially in relation to its next-gen 14A chip fabrication process, as evidenced by an increasing likelihood of a firming order book for the process, and a defect density curve that is running ahead of the comparable trajectory for the current-gen 18A node. If Intel's 14A process simply follows the defect density curve trajectory of the current-gen 18A process from here onward, the chipmaker's next-gen process will likely be ready for its commercial debut by Q2 2028 For the benefit of thoseâŠ
Read the full articleThe Hot Take: AMD going to make a push for more than mid-range?
New leak points towards noticeably higher frequencies for AMD's next-generation graphics architecture. AMD RDNA 5 GPUs Could Target Up To 3.4 GHz Clock Speeds, Putting the Architecture up to 14% Ahead of RX 9070 XT's Boost Clock AMD's next-generation graphics architecture, RDNA 5, is still far away from the official launch, but we already have some early leaks pointing to the architecture's capabilities. As you might know, the RDNA 5 architecture is going to power AMD's next-gen graphics stack, including dedicated graphics cards and iGPUs onâŠ
Read the full articleThe Hot Take: NICE, may buy flat out unlocked device to use with GrapheneOS.
After years of waiting, Google might finally listen to Pixel fans.
Read the full articleThe 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 â up 221% year on year, and 54% sequentially â is now larger than everything Broadcom billed, across every product and both segments, in the same quarter of 2025.
Read the full articleThe Hot Take: Interesting take from a new ARM competitor & licensee.
Arm servers wonât have significant market share in the enterprise for at least three to five years, according to Ram Velaga, the recently installed leader of Broadcomâs software business. Thatâs unwelcome news for hardware vendors contemplating Arm servers, because buyers will be less interested in the devices if they canât manage them with the tools they already use. VMware remains the most commonly deployed enterprise server virtualization supplier, so its users wonât be able to embrace Arm servers anytime soon without Arm boxes becoming aâŠ
Read the full articleThe 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.
Read the full articleThe 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.âŠ
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