Category: Semiconductors

Computer HardwareSemiconductors

Qualcomm, MediaTek Eye Samsung for 2nm Chip Production Amid TSMC Price Hikes

Major chipset designers Qualcomm and MediaTek are reportedly evaluating Samsung’s 2nm production capabilities as an alternative to TSMC. The potential shift comes as foundry price increases threaten to squeeze profitability for upcoming flagship processors.

Industry Shakeup as Chip Giants Explore Samsung Partnership

Leading chipset manufacturers Qualcomm and MediaTek are reportedly considering shifting production of their next-generation 2nm processors to Samsung Foundry, according to industry reports. This potential move comes as Taiwan Semiconductor Manufacturing Company (TSMC) continues implementing significant price increases that are impacting chip designers’ bottom lines.

by Aaron Blake
Arts and EntertainmentAssistive TechnologySemiconductors

Broadcom Challenges Nvidia with Open 800G Ethernet Chip for AI Infrastructure

Broadcom has unveiled Thor Ultra, the first 800G Ethernet chip adhering to the Ultra Ethernet Consortium specification. Analysts suggest it redefines AI fabric design by prioritizing open interoperability over raw throughput, offering an alternative to Nvidia’s ecosystem.

Broadcom’s Strategic Move in AI Networking

Broadcom has introduced Thor Ultra, a new networking chip designed to compete with Nvidia in powering data movement across AI clusters, according to company releases. Sources indicate it is the first 800G Ethernet network interface card built to the open Ultra Ethernet Consortium (UEC) specification, targeting bottlenecks in large language model training. The chip’s focus on high-bandwidth, low-latency interconnects aims to address scalability challenges in hyperscale data centers.

by Aaron Blake
Arts and EntertainmentSemiconductors

MediaTek-NVIDIA GB10 Superchip Powers New Desktop AI Supercomputer

NVIDIA and MediaTek have codesigned the GB10 Grace Blackwell Superchip powering the new DGX Spark personal AI supercomputer. The compact desktop system reportedly enables developers to prototype and inference AI models with up to 405 billion parameters using standard power outlets.

New Desktop AI Supercomputer Launches

MediaTek has partnered with NVIDIA to codesign the GB10 Grace Blackwell Superchip for the newly launched DGX Spark system, according to company announcements. Sources indicate this personal AI supercomputer allows developers to prototype, fine-tune, and run inference on large AI models directly from their desktop, with the system becoming publicly available starting today.

by Aaron Blake
ManufacturingSemiconductors

ASML Reports Strong Q3 2025 Results with €7.5B Sales, AI Integration and China Outlook Shift

ASML Holding NV reported €7.5 billion in total net sales for Q3 2025, with net income reaching €2.1 billion. The semiconductor equipment manufacturer announced progress in EUV adoption and AI integration while projecting a significant decline in China sales for 2026.

Strong Quarterly Performance

ASML Holding NV, the leading semiconductor equipment manufacturer, has reported robust third-quarter results for 2025, with total net sales reaching €7.5 billion and net income of €2.1 billion, according to their latest financial report. The company’s performance reportedly aligns with previous guidance, with gross margin standing at 51.6% for the quarter.

by Aaron Blake