Strong CPU and datacentre wins
AMD has just posted the strongest first quarter in its history, pulling in $7.438 billion in revenue for Q1 2025. That’s a 36 per cent surge year-on-year, driven by robust sales of high-margin Ryzen client CPUs, booming datacentre demand for its EPYC server chips, and growing adoption of its Instinct MI300-series AI accelerators.
Chipzilla returning to greatness with 18A node
Nvidia, Google, and Microsoft sniff around Intel’s foundry comeback
Troubled Chipzilla might finally be catching a break. After years of being flattened by TSMC’s relentless march and its own comically late roadmap slips, Intel’s foundry arm may have stumbled onto its redemption arc with the 18A process.
Linux finally kills off the 486
Torvalds flushes ancient x86 silicon down the kernel loo
The Linux kernel is finally putting the 486 processor out of its misery, ending decades of backward compatibility that even Microsoft ditched with Windows XP back in 2001.
Stimulus and stockpiling drive gains, but hangover looms
China’s top foundry, SMIC has seen its quarterly net profit more than double to $188 million, thanks to a mix of Beijing’s largesse and geopolitical panic buying.
Trump scraps Biden’s AI chip export rule
Nvidia happy for now
The Trump administration has torched the Biden-era “AI Diffusion Rule” just days before it was set to take effect on 15 May. The rule, described by a Commerce Department official as “overly complex, bureaucratic, and would stymie American innovation,” carved up the globe into chip access tiers.