Semiconductor News by Dylan Martin
@dylanonchips.bsky.social
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News/features about semiconductors from CRN Senior Editor Dylan Martin. Send tips to [email protected] or dylanljmartin.81 on Signal. Find my articles here: https://www.crn.com/authors/dylan-martin
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I'm also wondering if Windows ML could help with applications using whichever accelerator is available, whether that's GPU or NPU.
You're definitely onto something. Makes me think of this Brad Sams tweet from a few months ago.
Analysis: When AMD announced its blockbuster deal with OpenAI Monday, the agreement validated two critical decisions the chip designer made over the past two years: accelerating its GPU road map and acquiring ZT Systems. I explain why in this article: www.crn.com/news/ai/2025...
Analysis: How Two Big Decisions Helped AMD Win The OpenAI Deal
When AMD announced its blockbuster deal with OpenAI Monday morning, the agreement validated two critical decisions the chip designer made over the past two years: accelerating its GPU road map and acq...
www.crn.com
It's a good question. I'm hoping to write an article soon as time allows.
AMD CEO Lisa Su called the six-gigawatt OpenAI deal “a major inflection point for us” in a Monday webcast and said it will generate “tens of billions of dollars" over the coming years after the Instinct GPU deployment begins in late 2026. www.crn.com/news/compone...
AMD Stock Skyrockets After Announcing ‘Major’ 6-Gigawatt OpenAI GPU Deal
AMD CEO Lisa Su said Monday that the company’s new six-megawatt GPU deal with OpenAI will generate “tens of billions over dollars over the next number of years.”
www.crn.com
With Intel recently striking a deal with Nvidia to co-develop products for PCs and data centers, an AMD executive told CRN that his company is “very confident” about its ability to compete with the two rivals and pointed to one new product as an example. www.crn.com/news/compone...
In Response To Intel-Nvidia Deal, AMD Executive Says Road Map Will Remain ‘Disruptive’
AMD executive Jason Banta told CRN that the chip designer’s road map will remain “disruptive” in response to the recently announced Intel-AMD deal.
www.crn.com
I rounded up 13 major Intel executive hires, departures and other moves that happened under Lip-Bu Tan in his first six months as CEO. There have been lots of changes, but the executive team still has a few holdovers from the Gelsinger era. www.crn.com/news/compone...
13 Major Intel Executive Hires, Exits And Other Moves Under Lip-Bu Tan
CRN rounds up 13 big Intel executive hires, exits and other moves that happened under Lip-Bu Tan in his first six months as CEO.
www.crn.com
Analysis: When Qualcomm revealed its upcoming Snapdragon X2 Elite processors for Windows computers last week, the company made its biggest signal yet that it’s coming for Intel and AMD in the commercial PC market—a big moment it’s been preparing the channel for. www.crn.com/news/compone...
Analysis: Qualcomm’s Commercial PC Push Is Primed For The Channel
When Qualcomm revealed its upcoming Snapdragon X2 Elite chips last week, the company made its biggest signal yet that it’s coming for Intel and AMD in the commercial PC market—a big moment it’s been p...
www.crn.com
Wish I could have been there, but an important family thing kept me home.
I've been thinking about how the Trump administration turned previously allocated federal grants into a 9.9 equity stake in Intel after demanding for its CEO to resign, then sent the National Guard to the U.S. metro area with the largest concentration of Intel employees. Normal investor behavior.
I snuck a lil' scoop inside my article:

"Outside of Jaguar Shores, the company has an additional, unannounced GPU design with a lower power requirement for servers on its road map that could arrive next year at some point, according to a source familiar with the company’s plan."
Analysis: While the Intel-Nvidia deal will help drive CPU sales for Intel, the agreement will nevertheless keep the CPU in the back seat as the GPU drives greater interest and benefit for Nvidia—a point that Jensen Huang emphasized last Thursday. www.crn.com/news/compone...
Analysis: After Big Nvidia Win, Will Intel Ever Escape Its Rival’s Shadow?
While the newly announced Intel-Nvidia deal will help drive CPU sales for Intel, the agreement will nevertheless keep the CPU in the back seat as the GPU drives greater interest and benefit for Nvidia...
www.crn.com