semiconductor industry

AppWizard
September 21, 2025
Nvidia has announced a substantial investment in Intel, focusing on collaboration in consumer-grade PC products and enterprise technologies, including data centers. The partnership will integrate Nvidia's NVLink technology with Intel's chip architectures to enhance product performance. Intel plans to develop x86 system-on-chips incorporating Nvidia's RTX GPUs for improved graphics and processing capabilities. Nvidia's CEO, Jensen Huang, highlighted the partnership's potential to transform computing, while Intel's CEO, Lip-Bu Tan, expressed confidence in combining their strengths to drive industry breakthroughs.
Winsage
February 14, 2025
Arm is planning to enter the chip manufacturing market, directly competing with major customers like Nvidia, who have previously used Arm's architecture to create their own chips. This shift marks a significant change in Arm's strategy, moving from a revenue model based on licensing fees and royalties to producing its own chips. CEO Rene Haas is expected to announce Arm's first in-house chip this summer, aiming to capitalize on the growing demand for AI technologies.
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