Analyst Says Nvidia Poised to Capture Two-Thirds of the X86 Server CPU Market From Intel and AMD with Expected $20...
Analyst Dean McCarron predicts Nvidia will capture roughly two‑thirds of the $30 billion x86 server CPU market, generating about $20 billion in revenue. The company aims to ship 4 million Vera CPUs—priced near $5,000 each—by fiscal year 2027, leveraging its vertically integrated Rubin GPU‑CPU platforms. Nvidia’s existing Grace chips and new Vera processors are bundled in Superchip systems, expanding its addressable market beyond traditional CPUs. Capacity commitments of $145 billion should support the aggressive rollout, positioning Nvidia as the leading server‑CPU supplier.
AI Is Starting to Out-Design Chip Engineers in Narrow Areas as LLMs Accelerate Software Chip Design Tool Development — "There...
AI-driven tools are beginning to outperform human engineers in narrowly defined chip‑design tasks. Google DeepMind’s AlphaChip has generated superhuman layouts for multiple TPU generations, while Synopsys’ DSO.ai reports three‑fold productivity gains and up to 25% power reductions for customers. Berkeley...
Infineon Launches EU Flagship Project Moore4Power
Infineon is leading the EU‑backed Moore4Power project, uniting 62 European partners to develop heterogeneous power‑electronics platforms that blend silicon, SiC and GaN with sensing, control and communication functions. The initiative targets high‑impact sectors—wind turbines, electric‑vehicle charging and railway propulsion—to boost...
EC Approves €66m for German SiC Facility
The European Commission has approved a €288 million (≈$314 million) state‑aid package for two German semiconductor projects. €66 million (≈$72 million) will fund Zadient Materials Europe’s new plant in Bitterfeld to produce high‑purity silicon‑carbide (SiC) source material using a circular gas‑recovery process. The remaining...
Amkor Expands Arizona Packaging Plans as AMD Joins Advanced Packaging Customers
Amkor Technology announced the acquisition of an additional 67 acres adjacent to its existing 104‑acre campus in Arizona, paving the way for a new advanced‑packaging fab slated to begin production in 2028. The company confirmed a partnership with AMD to...
Imec Says AI Scaling Needs More Orchestration Across Research, Design, Manufacturing
At ITF World 2026, imec CEO Patrick Vandenameele likened AI scaling to a violin that needs an orchestra, stressing that research, design, and manufacturing must operate in concert. He urged deeper collaboration among foundries, fabless firms, EDA vendors, equipment suppliers,...
ST Gate Drivers Ensure High Energy Efficiency in Battery-Operated Equipment
STMicroelectronics introduced the STDRIVE102 family of gate‑driver ICs for three‑phase brushless motors, adding SPI‑enabled STDRIVE102P and STDRIVE102BP variants. The devices operate from 6 V to 50 V, drive six external N‑channel MOSFETs, and feature an ultra‑low 50 nA standby current to maximize battery...
Meta, Broadcom and Others to Launch $125 Million Semiconductor Research Hub at UCLA
Meta, Broadcom, Applied Materials, GlobalFoundries and Synopsys are investing $125 million to launch a five‑year Semiconductor Hub at UCLA's Samueli School of Engineering. The center will support research across chip design, equipment, software and manufacturing, aiming to accelerate AI‑powered chip innovations....
US To Award $2 Billion To Quantum Companies, Take Equity Stakes
The U.S. Department of Commerce is set to award roughly $2 billion in grants to nine quantum‑computing firms, with the federal government taking equity stakes in each recipient. IBM will receive the largest portion—about $1 billion—and will pair it with an equal...
Nvidia’s Jensen Huang Wants to Be King of a Brand-New Empire
Nvidia, the world’s most valuable chipmaker, announced its entry into the central processing unit market with Vera, its first standalone AI‑focused CPU launched in March. CFO Colette Kress said the product opens a new $200 billion total addressable market, with early...
Intel Says 14A Is on Track for 2028 Risk Production, 10A and 7A Now in Development
Intel CEO Pat Gelsinger confirmed that development of the 10A and 7A process nodes is now under way, while the 14A node is on schedule for risk‑production in 2028 and volume shipments in 2029. The company’s latest consumer CPUs –...
Anthropic Mulls Renting Microsoft AI Chips
Anthropic is in early-stage talks to rent Microsoft’s Maia AI accelerator chips, adding a new compute option beyond its existing Azure and Nvidia arrangements. The discussion follows a $30 billion Azure commitment made in November 2025 and reflects the startup’s push...
NVIDIA Predicts $1 Trn in GPU Sales, Moves in on CPUs
NVIDIA projects its graphics processors will generate roughly $1 trillion in revenue between 2025 and 2027, driven by surging demand for generative and agentic AI. The company just reported a record $81.6 billion in Q1 fiscal 2027 revenue, with its nascent CPU...
New Semiconductor Building Blocks Make Power Converters Smaller, More Affordable
Oak Ridge National Laboratory (ORNL) has demonstrated a power converter built with gallium‑nitride (GaN) semiconductors supplied by ROHM. The GaN devices switch 10‑20 times faster than traditional silicon, delivering higher efficiency while shrinking the converter’s size and weight. The compact,...
Infineon Expands CoolGaN BDS Portfolio with Compact 40 V Bidirectional GaN Switches
Infineon Technologies has added two compact 40 V bidirectional GaN switches, the IGK048B041S and IGK120B041S, to its CoolGaN BDS family. The devices shrink PCB footprint by up to 82% and halve component count by integrating two MOSFET functions into a single...