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Logos of TSMC and Intel appear over a blue background with glowing circuit lines, emphasizing their leadership in the semiconductor and foundry industries.

TSMC Shoots Down Intel JV Rumors — What That Really Means for Foundry Power

September 29, 2025 Gavin Bonshor 0

TSMC Shoots Down Intel JV Rumors — What That Really Means for Foundry Power TSMC says there were no investment asks and no JV talks […]

A dark blue background with diagonal shadows, scattered small white dots resembling stars, and a geometric white rectangular frame with rounded corners and parallel lines evoke the sleek design of Intel Arc graphics.

Intel Arc & Iris Xe Driver 32.0.101.8132 (WHQL)

September 24, 2025 Gavin Bonshor 0

Intel has pushed out a new WHQL graphics package — 32.0.101.8132 — for Arc B-series/A-series and Core Ultra with built-in Arc graphics. On paper it’s […]

A series of overlapping, transparent white rounded rectangles arranged in a geometric pattern on a dark purple grid background with a gradient, inspired by Multi-Frame Generation technology and Intel XeSS.

Intel XeSS “Multi-Frame Generation” Spotted in Drivers

September 24, 2025 Gavin Bonshor 0

Intel’s driver files are now hinting at something called “XeSS Multi-Frame Generation.” On paper, that sounds like Intel’s take on modern frame-gen: extrapolating intermediate frames […]

White geometric lines and concentric circles overlay a dark green gradient background with a faint grid pattern, evoking an abstract, technical effect reminiscent of high-speed memory like HBM4 or advanced graphics technology such as GDDR7.

Micron Says HBM4 Samples Are Hitting 2.8 TB/s; GDDR7 at 40 Gbps

September 24, 2025 Gavin Bonshor 0

Micron is openly talking HBM4 now—and the numbers are punchy: over 2.8 TB/s per stack at pin speeds north of 11 Gb/s, plus GDDR7 binned to 40 Gb/s. […]

A series of five white, rounded rectangles overlap and expand outward on a dark blue grid background, creating a layered geometric effect inspired by Windows 11 and the upcoming 25H2 RTM ISOs.

Windows 11 25H2 RTM ISOs Are Live

September 24, 2025 Gavin Bonshor 0

Microsoft’s Windows 11 version 25H2 has quietly crossed an important threshold: the official RTM ISOs are now live on Microsoft’s servers for both x64 and […]

A dark circle with a thin red outline sits at the center on a grid background, with four curved red lines arching above it—evoking the precision and innovation of TSMC 2nm technology—against a maroon and black backdrop.

TSMC’s 2nm Early Adopters Top 15: Apple Leads, Intel/AMD/MediaTek Join as N2 Ramps Into 2026

September 23, 2025 Gavin Bonshor 0

Reports out of Taiwan say TSMC has secured roughly 15 early adopters for its first-generation 2nm node (N2), with Apple expected to take the largest […]

Three vertical server racks with blue indicator lights stand side by side on a dark background, symbolizing robust GPU supply, next to six small stacked gold rectangles on the right.

NVIDIA Says $100B OpenAI Tie-Up Won’t Starve GPU Supply

September 23, 2025 Gavin Bonshor 0

NVIDIA and OpenAI’s letter of intent pairs up to $100B of NVIDIA investment with a plan to deploy at least 10 gigawatts of NVIDIA systems […]

A stylized illustration of a computer RAM stick with gold connectors on the bottom, set against a dark, gradient background. One blue chip is highlighted on the right side, representing HBM for AI applications.

China’s Innosilicon “Fenghua No.3” Claims CUDA Compatibility, RT Support, and 112GB+ HBM for AI

September 23, 2025 Gavin Bonshor 0

Innosilicon’s third-gen “Fenghua” GPU arrives with big promises: CUDA compatibility, modern API support (DX12/Vulkan/OpenGL), hardware ray tracing, and configurations boasting over 112GB of HBM for […]

A dark rectangular layout with various small squares and circles, featuring one large blue rectangle in the center-right—evoking a highlighted section within a grid or keyboard, optimized for Intel 11th–14th Gen iGPUs and Day-Zero Game Drivers.

Intel Ends Day-Zero Game Drivers for 11th–14th Gen iGPUs

September 23, 2025 Gavin Bonshor 0

Intel has moved its 11th–14th Gen integrated GPUs—and related Atom/Pentium/Celeron parts—to a legacy software support model. Practically, that means quarterly drivers focused on security and […]

A dark background with eight horizontal, parallel lines. Each line has evenly spaced small blue dots along its length, evoking a geometric, grid-like pattern reminiscent of NVIDIA's advanced AI Factories and GPU supply networks.

NVIDIA’s $100B Bet on OpenAI: 10GW ‘AI Factories’ Could Reshape GPU Supply Through 2027

September 23, 2025 Gavin Bonshor 0

NVIDIA and OpenAI have signed a landmark letter of intent: up to $100 billion in NVIDIA investment tied to deploying at least 10 gigawatts of […]

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OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
Landfall spyware quietly hit Samsung Galaxy phones with zero click image attacksLandfall spyware quietly hit Samsung Galaxy phones with zero click image attacksNovember 7, 2025Gavin Bonshor
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