Intel has struggled with its crucial 18A manufacturing process and yields have increased to 10% this summer from 5% late last year, according to sources. Defect density is 3X what the industry standard is to begin high-volume production, which is slated for this year. Details 👇

TAIPEI-NVIDIA CEO: U.S. AI CHIP EXPORT CONTROLS TO CHINA WERE A FAILURE

SENIOR WHITE HOUSE OFFICIAL: TRUMP PLANS OTHER SECTORAL TARIFFS FOR SEMICONDUCTORS, PHARMACEUTICALS AND POTENTIALLY CRITICAL MINERALS; THOSE ALSO WON'T BE COVERED BY NEW REGIME

SCOOP: QUANTUM COMPUTING STARTUP PSIQUANTUM RAISING AT LEAST $750 MILLION AT $6 BILLION VALUATION, SOURCES SAY

The latest Oxide and Friends is up: @bcantrill.bsky.social and I spoke with @reuters.com's @chernandburn.bsky.social about Intel's new CEO, Lip-Bu Tan, and what might be in store for the company. share.transistor.fm/s/59bf46b3

Intel has a new CEO and it's Lip-Bu Tan! He was such an obvious front-runner that we assumed the more time that passed, the less likely it would be him. And yet! @bcantrill.bsky.social and I were joined by @chernandburn.bsky.social to discuss youtu.be/-sYvYYSxz2Y

EXCLUSIVE-ARM SEEKS TO RECRUIT EXECUTIVES FROM CUSTOMERS FOR CHIP DESIGN EFFORT

ARM 'DISAPPOINTED' IN VERDICT, SAYS IT INTENDS TO SEEK RETRIAL OF LAWSUIT AGAINST QUALCOMM - STATEMENT

U.S. JUDGE ASKS ARM AND QUALCOMM TO MEDIATE AFTER MISTRIAL, SAYS NIETHER SIDE HAS CLEAR VICTORY IF CASE IS TRIED AGAIN

U.S. JURY FINDS QUALCOMM DID NOT BREACH NUVIA'S LICENSE AGREEMENT WITH ARM

U.S. JURY DEADLOCKED ON WHETHER NUVIA BREACHED LICENSE AGREEMENT WITH ARM AFTER QUALCOMM ACQUIRED NUVIA

U.S. JURY FINDS QUALCOMM CUSTOM CPUS ARE LICENSED UNDER ITS DEAL WITH ARM

U.S. JURY IS DEADLOCKED ON ONE OF QUESTIONS IN ARM'S LAWSUIT AGAINST QUALCOMM BUT IS STILL DILBERATING

Intel CEO Pat Gelsinger is out

Nvidia is still forecasting growth, but it's lower than some had hoped, mostly because of supply issues - story with @chernandburn.bsky.social and Arsheeya Bajwa over at @reuters.com - www.reuters.com/technology/a...

Hi everyone! Just wanted to welcome all the people that began to follow me. Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:

Alright. Reuters reporters, editors, columnists, etc on Bluesky, here we go: go.bsky.app/Su2YTra