GlobalFoundries posts strong quarter
Solid gains in automotive but weaker smartphone demand and falling margins
Contract chipmaker GlobalFoundries reported first-quarter earnings that surpassed what the cocane nose jobs of Wall Street had expected.
US trade ban slaps $1.5bn hole in AMD’s results
Su says AI demand remains strong despite MI308 blockade
AMD warned that new US export rules will cost it $1.5 billion in lost sales this year, mainly due to a ban on shipping its MI308 chips to China.
Microsoft stuffs Windows 11 with AI
Windows 11 getting more AI tools than you can poke a stick at
The Software King of the World, Microsoft is flooding Windows 11 with new AI tools but only Copilot+ PCs with Snapdragon X chips can run them, with Intel and AMD hardware coming later.
At least it is an improvement from tectonic pace
The Fruity Cargo Cult Apple is stepping up efforts to kick Qualcomm out of the iPhone, launching its modems to own the full hardware stack and dump the US chipmaker.
AMD dumps Samsung for TSMC USA
AMD's chip love affair with Korea over
AMD has pulled the plug on a once-promising deal with Samsung Foundry, ditching the Korean giant’s SF4X process in favour of TSMC’s shiny US operations in Arizona.