Semiconductor News by Dylan Martin
@dylanonchips.bsky.social
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
Intel on Wednesday revealed that it would be holding onto its networking business. www.crn.com/news/network...
Intel Decides To Keep Networking Business After Exploring Spin-Off
Intel confirmed to CRN that it would not be spinning off its Network and Edge Group, also known as NEX, five months after the company sent a memo to customers and employees that said it would be seeki...
www.crn.com
December 4, 2025 at 12:16 AM
Intel on Wednesday revealed that it would be holding onto its networking business. www.crn.com/news/network...
HPE said Tuesday that it plans to adopt AMD’s GPU-accelerated "Helios" AI server rack, and it will use a "purpose-built," Broadcom-powered Juniper Networking switch based on the Ultra Accelerator Link over Ethernet standard for scale-up networking. www.crn.com/news/data-ce...
HPE Backs AMD’s ‘Helios’ AI Server Rack With Bespoke Juniper Scale-Up Switch
HPE said Tuesday that it will be “one of the first OEMs” to adopt AMD’s GPU-accelerated AI server rack that is set to rival Nvidia’s heavily anticipated Vera Rubin platform next year.
www.crn.com
December 2, 2025 at 2:13 PM
HPE said Tuesday that it plans to adopt AMD’s GPU-accelerated "Helios" AI server rack, and it will use a "purpose-built," Broadcom-powered Juniper Networking switch based on the Ultra Accelerator Link over Ethernet standard for scale-up networking. www.crn.com/news/data-ce...
New: The 10 Hottest Semiconductor Startups Of 2025 www.crn.com/news/compone...
The 10 Hottest Semiconductor Startups Of 2025
CRN rounds up the 10 hottest semiconductor startups of 2025, including Celestial AI, FuriosaAI and Tenstorrent.
www.crn.com
November 26, 2025 at 7:52 PM
New: The 10 Hottest Semiconductor Startups Of 2025 www.crn.com/news/compone...
Intel has lost its chief communications officer less than 12 months after he took the job, adding to this year’s exodus of several top executives as CEO Lip-Bu Tan pushes for major changes. www.crn.com/news/compone...
Intel Loses Another Top Executive—This Time To Equinix
Intel has lost its chief communications officer less than a year after he took the job, adding to the wave of top executives who have left the chipmaker in 2025.
www.crn.com
November 25, 2025 at 7:13 PM
Intel has lost its chief communications officer less than 12 months after he took the job, adding to this year’s exodus of several top executives as CEO Lip-Bu Tan pushes for major changes. www.crn.com/news/compone...
Nvidia CEO Jensen Huang took on the popular question of whether his company is at the center of an AI bubble Wednesday and said he sees “something very different” that will “contribute to infrastructure growth in the coming years.” www.crn.com/news/ai/2025...
Nvidia CEO Explains Why He Sees ‘Something Very Different’ From An AI Bubble
Nvidia CEO Jensen Huang took on the popular question of whether his company is at the center of an AI bubble Wednesday and said he sees “something very different” that will “contribute to infrastructu...
www.crn.com
November 20, 2025 at 12:58 AM
Nvidia CEO Jensen Huang took on the popular question of whether his company is at the center of an AI bubble Wednesday and said he sees “something very different” that will “contribute to infrastructure growth in the coming years.” www.crn.com/news/ai/2025...
“Demand for AI infrastructure continues to exceed our expectations. The clouds are sold out, and our GPU installed base—both new and previous generations, including Blackwell, Hopper and Ampere—is fully utilized,” Nvidia CFO Colette Kress said.
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ultra GPU platforms. My overview of earnings: www.crn.com/news/compone...
Nvidia: Blackwell Ultra Takes Lead In Driving 62 Percent Growth To Record Revenue
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ul...
www.crn.com
November 19, 2025 at 10:29 PM
“Demand for AI infrastructure continues to exceed our expectations. The clouds are sold out, and our GPU installed base—both new and previous generations, including Blackwell, Hopper and Ampere—is fully utilized,” Nvidia CFO Colette Kress said.
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ultra GPU platforms. My overview of earnings: www.crn.com/news/compone...
Nvidia: Blackwell Ultra Takes Lead In Driving 62 Percent Growth To Record Revenue
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ul...
www.crn.com
November 19, 2025 at 10:25 PM
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ultra GPU platforms. My overview of earnings: www.crn.com/news/compone...
AMD has surpassed one-third share of the desktop x86 CPU market against Intel, setting a record for the chip designer as it made gains against its larger rival in other segments. www.crn.com/news/compone...
AMD Hits Record One-Third Desktop CPU Market Share Against Intel
AMD has surpassed one-third share of the desktop x86 CPU market against Intel, setting a record for the chip designer as it made gains against its larger rival in other segments.
www.crn.com
November 14, 2025 at 8:29 PM
AMD has surpassed one-third share of the desktop x86 CPU market against Intel, setting a record for the chip designer as it made gains against its larger rival in other segments. www.crn.com/news/compone...
When Intel CEO Lip-Bu Tan announced the departure of AI leader Sachin Katti to employees Monday, he admitted that the Katti-led AI and advanced technologies teams “have experienced considerable change in recent months,” CRN has learned. www.crn.com/news/compone...
Intel CEO Admits AI Group Has Seen ‘Considerable Change’ With Leader’s Exit: Memo
When Intel’s CEO announced the departure of AI leader Sachin Katti to employees Monday, he admitted that the Katti-led AI and advanced technologies teams “have experienced considerable change in recen...
www.crn.com
November 13, 2025 at 7:27 PM
When Intel CEO Lip-Bu Tan announced the departure of AI leader Sachin Katti to employees Monday, he admitted that the Katti-led AI and advanced technologies teams “have experienced considerable change in recent months,” CRN has learned. www.crn.com/news/compone...
Qualcomm announced Thursday that it’s bringing the custom, Arm-compatible CPU used for its Snapdragon X Series chips to a new lineup of processors for industrial PCs that can withstand extreme temperatures from -40 degrees to 221 degrees Fahrenheit. www.crn.com/news/compone...
Qualcomm To Bring Custom CPU Used For Snapdragon X Chips To Industrial PCs
Qualcomm announced Thursday that it’s bringing the custom, Arm-compatible CPU used for its Snapdragon X Series chips to a new lineup of processors for industrial PCs.
www.crn.com
November 13, 2025 at 3:55 PM
Qualcomm announced Thursday that it’s bringing the custom, Arm-compatible CPU used for its Snapdragon X Series chips to a new lineup of processors for industrial PCs that can withstand extreme temperatures from -40 degrees to 221 degrees Fahrenheit. www.crn.com/news/compone...
AMD CEO Lisa Su said Tuesday that she sees a “very clear path” to gaining double-digit share in the Nvidia-dominated data center AI market that could drive an average of 80 percent in revenue growth over the next three to five years for the segment. www.crn.com/news/compone...
AMD Sees ‘Very Clear Path’ To Double-Digit Share In Nvidia-Dominated Data Center AI Market
AMD CEO Lisa Su said Tuesday that she sees a “very clear path” to gaining double-digit share in the Nvidia-dominated data center AI market that could drive an average of 80 percent in revenue growth o...
www.crn.com
November 11, 2025 at 8:02 PM
AMD CEO Lisa Su said Tuesday that she sees a “very clear path” to gaining double-digit share in the Nvidia-dominated data center AI market that could drive an average of 80 percent in revenue growth over the next three to five years for the segment. www.crn.com/news/compone...
Reposted by Semiconductor News by Dylan Martin
BREAKING NEWS: Sachin Katti, Intel’s chief technology and artificial intelligence officer, is leaving the chipmaker for ChatGPT creator OpenAI. www.crn.com/news/compone...
Intel AI Leader Sachin Katti Decamps To OpenAI
Intel Chief Technology Officer Sachin Katti is headed to OpenAI.
www.crn.com
November 10, 2025 at 10:35 PM
BREAKING NEWS: Sachin Katti, Intel’s chief technology and artificial intelligence officer, is leaving the chipmaker for ChatGPT creator OpenAI. www.crn.com/news/compone...
AMD said Monday it has bought an AI software startup founded by two veterans of Elon Musk’s Neuralink firm as part of an ongoing acquisition spree to build out its AI capabilities against Nvidia. www.crn.com/news/ai/2025...
AMD Buys AI Startup Led By Neuralink Veterans In Ongoing Acquisition Spree
AMD said Monday it has bought an AI software startup founded by two veterans of Elon Musk’s Neuralink firm as part of an ongoing acquisition spree to build out its AI capabilities against Nvidia.
www.crn.com
November 10, 2025 at 8:51 PM
AMD said Monday it has bought an AI software startup founded by two veterans of Elon Musk’s Neuralink firm as part of an ongoing acquisition spree to build out its AI capabilities against Nvidia. www.crn.com/news/ai/2025...
Intel is losing former Global Channel Chief John Kalvin along with the leader of its Europe, Middle East and Africa commercial business as the chipmaker’s Sales and Marketing Group undergoes changes to boost its AI sales efforts among other things, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel’s Ex-Global Channel Chief, EMEA Leader To Exit Amid SMG Changes
Intel is losing former Global Channel Chief John Kalvin along with the leader of its Europe, Middle East and Africa commercial business as its Sales and Marketing Group undergoes changes to boost its ...
www.crn.com
November 7, 2025 at 8:15 PM
Intel is losing former Global Channel Chief John Kalvin along with the leader of its Europe, Middle East and Africa commercial business as the chipmaker’s Sales and Marketing Group undergoes changes to boost its AI sales efforts among other things, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel is losing a data center AI executive who previously helped lead the company’s Gaudi accelerator chip efforts and is now headed for a job at AMD, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel Is Losing A Data Center AI Executive To AMD
Intel is losing a data center AI executive who previously helped led the company’s Gaudi accelerator chip efforts and is now headed for a job at AMD, CRN has learned.
www.crn.com
November 6, 2025 at 9:04 PM
Exclusive: Intel is losing a data center AI executive who previously helped lead the company’s Gaudi accelerator chip efforts and is now headed for a job at AMD, CRN has learned. www.crn.com/news/compone...
AMD said in an SEC filing that it paid $36 million on acquisitions this year outside of its blockbuster $4.9 billion ZT Systems deal to boost the company's data center business. It also addressed the potential impact of the new Nvidia-Intel partnership in the filing. www.crn.com/news/compone...
AMD Paid $36M On Smaller Acquisitions This Year To Boost Its Data Center Business
AMD said it paid $36 million on acquisitions this year outside of its blockbuster $4.9 billion ZT Systems deal to boost the chip designer’s data center business.
www.crn.com
November 5, 2025 at 5:57 PM
AMD said in an SEC filing that it paid $36 million on acquisitions this year outside of its blockbuster $4.9 billion ZT Systems deal to boost the company's data center business. It also addressed the potential impact of the new Nvidia-Intel partnership in the filing. www.crn.com/news/compone...
AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and server segments as well as its Instinct data center GPUs allowed it to deliver record revenue of $9.2 billion for the third quarter as it teased deeper ties with OpenAI. www.crn.com/news/compone...
AMD Notes ‘Sharp’ Sales Jump For CPUs And Instinct GPUs As OpenAI Ties Deepen
AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and segments as well as its Instinct data center GPUs allowed it to deliver a record revenue of $9.2 billion for the ...
www.crn.com
November 5, 2025 at 12:20 AM
AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and server segments as well as its Instinct data center GPUs allowed it to deliver record revenue of $9.2 billion for the third quarter as it teased deeper ties with OpenAI. www.crn.com/news/compone...
In a sign of AMD's growing channel prominence, the chip designer beat Intel in CRN’s 2025 Annual Report Card for the first time since the feature introduced a processor category 22 years ago. The company now making big moves with a restructured partner program. www.crn.com/news/compone...
Analysis: AMD Puts Channel Pressure On Intel As Both Firms Revamp Partner Programs
AMD is putting pressure on Intel in the channel, reflected by the company’s victory in CRN’s 2025 Annual Report Card and a 40 percent boost in spending for its restructured partner program.
www.crn.com
November 4, 2025 at 9:37 PM
In a sign of AMD's growing channel prominence, the chip designer beat Intel in CRN’s 2025 Annual Report Card for the first time since the feature introduced a processor category 22 years ago. The company now making big moves with a restructured partner program. www.crn.com/news/compone...
When Trump said Sunday that he won’t allow Nvidia to sell its most advanced AI chips to China, he seemed to escalate his rhetoric on semiconductor trade policy by also saying that every other country outside the U.S. won’t have access too. Partners aren't concerned. www.crn.com/news/compone...
Trump Says US Will Block Other Countries From Nvidia’s Top Chips
Partners explain to CRN why they are not concerned by President Trump’s Sunday statement that the U.S. will block Nvidia from selling its most advanced chips to other countries besides China.
www.crn.com
November 3, 2025 at 10:38 PM
When Trump said Sunday that he won’t allow Nvidia to sell its most advanced AI chips to China, he seemed to escalate his rhetoric on semiconductor trade policy by also saying that every other country outside the U.S. won’t have access too. Partners aren't concerned. www.crn.com/news/compone...
Nvidia announced Tuesday that it plans to invest $1 billion into Nokia as part of a major push by the company to expand in the telecom industry with a new AI platform. www.crn.com/news/network...
Nvidia To Invest $1B In Nokia In Major AI Telecom Platform Push
Nvidia announced Tuesday that it plans to invest $1 billion into Nokia as part of a major push by the company to expand in the telecom industry with a new AI platform.
www.crn.com
October 28, 2025 at 8:22 PM
Nvidia announced Tuesday that it plans to invest $1 billion into Nokia as part of a major push by the company to expand in the telecom industry with a new AI platform. www.crn.com/news/network...
Reposted by Semiconductor News by Dylan Martin
Nvidia unveils BlueField-4 data processing unit, combining a 64-core Grace CPU and ConnectX-9 SuperNIC for 800 Gbps of network throughput, launching in 2026 (Dylan Martin/CRN)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 28, 2025 at 5:50 PM
Nvidia unveils BlueField-4 data processing unit, combining a 64-core Grace CPU and ConnectX-9 SuperNIC for 800 Gbps of network throughput, launching in 2026 (Dylan Martin/CRN)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Nvidia said Tuesday that it plans to integrate its Grace CPU and ConnectX-9 SuperNIC into the next-generation BlueField-4 DPU to bring 800 Gbps of network throughput to future AI data centers for high-performance inferencing. www.crn.com/news/compone...
Nvidia Reveals BlueField-4 DPU, Packed With 64-Core Grace CPU For AI Data Centers
Nvidia said Tuesday that it plans to integrate its Grace CPU and ConnectX-9 SuperNIC into the next-generation BlueField-4 DPU to bring 800 Gbps of networking throughput to future AI data centers for h...
www.crn.com
October 28, 2025 at 5:34 PM
Nvidia said Tuesday that it plans to integrate its Grace CPU and ConnectX-9 SuperNIC into the next-generation BlueField-4 DPU to bring 800 Gbps of network throughput to future AI data centers for high-performance inferencing. www.crn.com/news/compone...
I made the news.
"Unsuspecting YouTube viewers looking for Nvidia's GTC keynote on Tuesday might well have found themselves accidentally watching an AI-generated Jensen Huang deepfake promoting a cryptocurrency scam, after YouTube promoted the video over the official stream." www.tomshardware.com/tech-industr...
Fake Nvidia GTC stream hosting deepfake Jensen Huang crypto scam garners 100,000 YouTube viewers, AI-generated hoax generates 5x more views than real event
A terrible time all round
www.tomshardware.com
October 28, 2025 at 5:26 PM
I made the news.
"Unsuspecting YouTube viewers looking for Nvidia's GTC keynote on Tuesday might well have found themselves accidentally watching an AI-generated Jensen Huang deepfake promoting a cryptocurrency scam, after YouTube promoted the video over the official stream." www.tomshardware.com/tech-industr...
Fake Nvidia GTC stream hosting deepfake Jensen Huang crypto scam garners 100,000 YouTube viewers, AI-generated hoax generates 5x more views than real event
A terrible time all round
www.tomshardware.com
October 28, 2025 at 5:25 PM
"Unsuspecting YouTube viewers looking for Nvidia's GTC keynote on Tuesday might well have found themselves accidentally watching an AI-generated Jensen Huang deepfake promoting a cryptocurrency scam, after YouTube promoted the video over the official stream." www.tomshardware.com/tech-industr...