
Forced deal with Korean foundry as TSMC loyalty wobbles
Qualcomm normally tries to split chip production between Samsung and TSMC but always ends up relying on TSMC because Samsung cannot fix its yield problems. This year might be different for better or worse.

Super Micro slashes outlook after customer panic
Economic nerves and tariffs leave server maker reeling
Super Micro Computer has taken a nasty smack, slashing its full-year revenue outlook after whiffing badly on recent earnings and blaming tariffs and economic jitters for customers backing away from orders.

Cisco gets a rare win
AI buzz and solid networking sales boost forecast
Cisco Systems has posted better-than-expected profit and sales in its fiscal third quarter.

Nvidia T239 SoC, 12GB of LPDDR5X, and 256GB of UFS storage
Nvidia has now officially released more detailed specifications for its upcoming Nintendo Switch 2 console that should launch on June 5th. The new details confirm earlier leaks about the Nvidia T239 SoC, including the CPU and the GPU part.

Chipzilla’s big 18A gamble not paying off yet
Intel’s future pinned to a node no one’s buying
Troubled Chipzilla’s much-hyped 18A manufacturing node, the supposed centrepiece of its comeback plan, is currently about as popular as a fart in a spacesuit.