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Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung

2025年7月25日 06:36
Intel admits that it may halt or cancel development of its 14A (1.4nm-class) process node — its first to use High-NA EUV — if it fails to secure a major external customer or meet key milestones, which would likely mean its exit from the leading-edge semiconductor race.

Elon Musk says xAI is targeting 50 million 'H100 equivalent' AI GPUs in five years — 230k GPUs, including 30k GB200s already reportedly operational for training Grok

2025年7月24日 00:58
Elon Musk's xAI aims to achieve 50 exaFLOPS of AI training compute — equivalent to 50 million H100 GPUs — within five years. Thanks to Nvidia's rapid performance scaling, it is more than doable even with less than a million GPUs, but that will likely require an immense amount of power.

China's CXMT reportedly delays mass production of DDR5 chips to late 2025 — state-backed manufacturer could still be disruptive market force

2025年7月23日 17:53
CXMT has reportedly delayed DDR5 mass production to late 2025 to improve quality and yields, but its growing capabilities and state backing are starting to worry global DRAM rivals despite ongoing tool access challenges.

Mystery AMD Radeon GPU cooler spotted on Chinese forums is larger than RX 7900 XTX, with a massive heatsink and 3x 8-pin connectors — possibly the RX 7950 XTX that never was

2025年7月23日 02:25
A massive triple-slot cooler with space for three 8-pin connectors has surfaced from China, hinting at an unreleased AMD Radeon RX 7000 GPU prototype. Likely meant for a never-launched “7950 XTX,” the design suggests AMD once flirted with an RTX 4090-class card during the RDNA 3 era.

Nvidia's desktop PC chip holdup purportedly tied to Windows delays — ongoing chip revisions and weakening demand also blamed

2025年7月22日 20:26
Nvidia and MediaTek have allegedly delayed the N1X AI PC platform to early 2026, possibly because of Microsoft’s next-gen OS delays, ongoing Nvidia chip revisions, and weakening consumer notebook demand. The launch will now prioritize enterprise PCs, while GB10-based AI workstations are expected to debut much sooner.

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