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 has been caught off guard again by higher-than-expected demand for its CPUs, and the situation is leading to shortages that are putting a damper on revenue and the ability of partners to sell systems using its processors. www.crn.com/news/compone...
How Intel Got Caught Off Guard By A CPU Shortage Again
Intel has been caught off guard again by higher-than-expected demand for its CPUs, and the situation is leading to shortages that are putting a damper on revenue and the ability of partners to sell sy...
www.crn.com
January 28, 2026 at 6:11 PM
Intel has been caught off guard again by higher-than-expected demand for its CPUs, and the situation is leading to shortages that are putting a damper on revenue and the ability of partners to sell systems using its processors. www.crn.com/news/compone...
Microsoft is taking on Amazon and Google with the launch of its Maia 200 AI accelerator chip, calling the processor “the most performant, first-party silicon from any hyperscaler.” www.crn.com/news/ai/2026...
Microsoft Takes On AWS, Google And Nvidia With Maia 200 AI Chip Launch
Microsoft is taking on Amazon and Google with the launch of its Maia 200 AI accelerator chip, calling the processor “the most performant, first-party silicon from any hyperscaler.”
www.crn.com
January 27, 2026 at 3:03 PM
Microsoft is taking on Amazon and Google with the launch of its Maia 200 AI accelerator chip, calling the processor “the most performant, first-party silicon from any hyperscaler.” www.crn.com/news/ai/2026...
Intel said Thursday it expects a shortage of its CPUs to peak in the first quarter as the company indicated that the ongoing AI data center boom is creating unexpectedly high demand for its server processors and could potentially hurt PC chip demand. www.crn.com/news/compone...
Intel Expects CPU Shortage To Peak Before April As AI Boom Drives Server Chip Demand
Intel said Thursday it expects its CPU shortage to peak in the first quarter as the company indicated that the ongoing AI data center boom is creating unexpectedly high demand for server chips.
www.crn.com
January 23, 2026 at 1:39 AM
Intel said Thursday it expects a shortage of its CPUs to peak in the first quarter as the company indicated that the ongoing AI data center boom is creating unexpectedly high demand for its server processors and could potentially hurt PC chip demand. www.crn.com/news/compone...
Nvidia Americas Channel Chief Craig Weinstein said the growing number of AI-focused neocloud companies represent the “next phase of opportunity” for its solution provider partners who want to participate in the ongoing AI data center boom. www.crn.com/news/data-ce...
Nvidia Channel Chief: Neoclouds Represent ‘Next Phase Of Opportunity’ For Partners
Nvidia Americas Channel Chief Craig Weinstein said the growing number of AI-focused neocloud companies represent the “next phase of opportunity” for its solution provider partners who want to particip...
www.crn.com
January 21, 2026 at 4:33 PM
Nvidia Americas Channel Chief Craig Weinstein said the growing number of AI-focused neocloud companies represent the “next phase of opportunity” for its solution provider partners who want to participate in the ongoing AI data center boom. www.crn.com/news/data-ce...
Intel has hired a former Arm and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel Taps Ex-Arm, HPE Exec For Data Center Systems Post Amid AI Reorg
Intel has hired a former Arm and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization, CRN has learned.
www.crn.com
January 20, 2026 at 6:20 PM
Intel has hired a former Arm and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization, CRN has learned. www.crn.com/news/compone...
Breaking: Intel has hired an executive who led Qualcomm’s GPU engineering efforts to aid with the semiconductor giant’s latest attempt at building AI chips for data centers. www.crn.com/news/compone...
Intel Hires Qualcomm Executive To Lead GPU Engineering For Data Centers
Intel has hired a Qualcomm executive who led the rival’s GPU engineering efforts to aid with the semiconductor giant’s latest attempt at building AI chips for data centers.
www.crn.com
January 16, 2026 at 7:56 PM
Breaking: Intel has hired an executive who led Qualcomm’s GPU engineering efforts to aid with the semiconductor giant’s latest attempt at building AI chips for data centers. www.crn.com/news/compone...
Tata Consultancy Services plans to offer AMD’s Ryzen, EPYC and Instinct chips in enterprise computing solutions to customers as part of a new pact with the chip designer. www.crn.com/news/compone...
TCS To Push AMD’s Instinct, EPYC And Ryzen Chips In Enterprise AI Pact
Tata Consultancy Services plans to offer AMD’s Ryzen, EPYC and Instinct chips in enterprise computing solutions to customers as part of a new pact with the chip designer.
www.crn.com
January 14, 2026 at 3:50 PM
Tata Consultancy Services plans to offer AMD’s Ryzen, EPYC and Instinct chips in enterprise computing solutions to customers as part of a new pact with the chip designer. www.crn.com/news/compone...
Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors, according to Gartner. www.crn.com/news/compone...
Nvidia Becomes First To Surpass $100B In Annual Semiconductor Revenue: Analyst
Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors.
www.crn.com
January 13, 2026 at 6:35 PM
Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors, according to Gartner. www.crn.com/news/compone...
Qualcomm’s global commercial channel chief has left the chip designer, marking its second major channel departure as it ramps up competition against Intel and AMD with the Snapdragon X Series processors. www.crn.com/news/compone...
Qualcomm Loses Second Channel Leader Amid Snapdragon X2 PC Chip Push
Qualcomm’s global commercial channel chief has left the chip designer, marking its second major channel departure as it ramps up competition against Intel and AMD.
www.crn.com
January 9, 2026 at 6:43 PM
Qualcomm’s global commercial channel chief has left the chip designer, marking its second major channel departure as it ramps up competition against Intel and AMD with the Snapdragon X Series processors. www.crn.com/news/compone...
AMD used CES 2026 to announce a new line-up of Ryzen AI processors to go up against Intel’s latest in thin-and-light laptops—and show how it’s fighting Nvidia in a new arena. www.crn.com/news/compone...
AMD Refreshes Ryzen AI Chips, Goes After Nvidia’s DGX Spark
AMD used CES 2026 to announce a new line-up of Ryzen AI processors to go up against Intel’s latest in thin-and-light laptops—and show how it’s fighting Nvidia in a new arena.
www.crn.com
January 7, 2026 at 3:50 PM
AMD used CES 2026 to announce a new line-up of Ryzen AI processors to go up against Intel’s latest in thin-and-light laptops—and show how it’s fighting Nvidia in a new arena. www.crn.com/news/compone...
Nvidia on Monday revealed a new “context memory” storage platform, “zero downtime” maintenance capabilities, rack-scale confidential computing and other new features for its forthcoming Vera Rubin NVL72 server rack for AI data centers. www.crn.com/news/data-ce...
Nvidia Touts New Storage Platform, Confidential Computing For Vera Rubin NVL72 Server Rack
Nvidia on Monday revealed a new “context memory” storage platform, “zero downtime” maintenance capabilities, rack-scale confidential computing and other new features for its forthcoming Vera Rubin NVL...
www.crn.com
January 6, 2026 at 3:01 PM
Nvidia on Monday revealed a new “context memory” storage platform, “zero downtime” maintenance capabilities, rack-scale confidential computing and other new features for its forthcoming Vera Rubin NVL72 server rack for AI data centers. www.crn.com/news/data-ce...
Qualcomm said Monday that its forthcoming Snapdragon X2 Plus processors for Windows 11 PCs will bring major performance boosts over the previous generation, pitching the chips for “modern professionals” who want a “fast, responsive and portable device. www.crn.com/news/compone...
Qualcomm: Snapdragon X2 Plus PC Chips Bring Big Speed Boosts For ‘Modern Professionals’
Qualcomm said Monday that its forthcoming Snapdragon X2 Plus processors for Windows 11 PCs will bring major performance boosts over the previous generation, pitching the chips for “modern professional...
www.crn.com
January 5, 2026 at 5:02 PM
Qualcomm said Monday that its forthcoming Snapdragon X2 Plus processors for Windows 11 PCs will bring major performance boosts over the previous generation, pitching the chips for “modern professionals” who want a “fast, responsive and portable device. www.crn.com/news/compone...
The AI chatbot for the CES 2026 website is doing a great job demonstrating the promise of AI.
December 23, 2025 at 3:58 PM
The AI chatbot for the CES 2026 website is doing a great job demonstrating the promise of AI.
While last year cemented Nvidia’s role as the biggest, most critical provider of AI infrastructure, the events of 2025 further elevated the company’s role on a global stage, with its CEO and founder, Jensen Huang, becoming a major geopolitical player. www.crn.com/news/ai/2025...
The 10 Biggest Nvidia News Stories Of 2025
CRN goes deep into this year’s biggest Nvidia news stories that underline its central role in the ongoing AI infrastructure buildout and reflect how Jensen Huang has become a major geopolitical player...
www.crn.com
December 19, 2025 at 6:03 PM
While last year cemented Nvidia’s role as the biggest, most critical provider of AI infrastructure, the events of 2025 further elevated the company’s role on a global stage, with its CEO and founder, Jensen Huang, becoming a major geopolitical player. www.crn.com/news/ai/2025...
Dominic Daninger, head of engineering at systems integrator Nor-Tech, told me that Nvidia's acquisition of Slurm maker SchedMD has him concerned because of how the company significantly raised software support and licensing costs with its Bright Computing acquisition. www.crn.com/news/softwar...
December 17, 2025 at 9:05 PM
Dominic Daninger, head of engineering at systems integrator Nor-Tech, told me that Nvidia's acquisition of Slurm maker SchedMD has him concerned because of how the company significantly raised software support and licensing costs with its Bright Computing acquisition. www.crn.com/news/softwar...
Nvidia said Monday that it acquired SchedMD, the maker of open-source workload management system Slurm. While one top Nvidia partner told me the move makes sense because of the complex work of running AI data centers, another partner said he has reason for concern. www.crn.com/news/softwar...
Nvidia Bought Slurm’s Creator: It Makes Sense To One Partner, Another Is Concerned
While one partner said Nvidia’s acquisition of Slurm maker SchedMD, announced on Monday, makes sense for its AI factory push, another raised concerns about Slurm’s future based on Nvidia’s history wit...
www.crn.com
December 16, 2025 at 9:54 PM
Nvidia said Monday that it acquired SchedMD, the maker of open-source workload management system Slurm. While one top Nvidia partner told me the move makes sense because of the complex work of running AI data centers, another partner said he has reason for concern. www.crn.com/news/softwar...
Intel on Monday announced a Trump staffer as its new vice president of government affairs four months after the U.S. government took a stake in the semiconductor company. www.crn.com/news/network...
Intel Adds Trump Staffer To Lead Government Affairs Team, Picks CMO And Interim CTO
Intel has added three new leaders, including Trump staffer Robin Colwell as its new vice president of government affairs four months after the U.S. government’s entanglement with Intel, the company an...
www.crn.com
December 16, 2025 at 2:44 PM
Intel on Monday announced a Trump staffer as its new vice president of government affairs four months after the U.S. government took a stake in the semiconductor company. www.crn.com/news/network...
Oracle Cloud Infrastructure is launching the first public cloud instance powered by Ampere Computing’s custom, Arm-compatible AmpereOne M processor after the tech giant sold its minority stake in the chip designer to SoftBank Group. www.crn.com/news/cloud/2...
Oracle Keeps Growing Cloud Footprint With Ampere After Stake Sale
Oracle Cloud Infrastructure is launching the first public cloud instance powered by Ampere Computing’s custom, Arm-compatible AmpereOne M processor after the tech giant sold its minority stake in the ...
www.crn.com
December 15, 2025 at 5:00 PM
Oracle Cloud Infrastructure is launching the first public cloud instance powered by Ampere Computing’s custom, Arm-compatible AmpereOne M processor after the tech giant sold its minority stake in the chip designer to SoftBank Group. www.crn.com/news/cloud/2...
Oracle Chairman Larry Ellison said Wednesday that the company sold its stake in chip designer Ampere Computing “because we no longer think it is strategic for us to continue design, manufacturing and using our own chips in our cloud data centers.” www.crn.com/news/compone...
Why Oracle Sold Its Stake In Chip Designer Ampere, According to Larry Ellison
Oracle Chairman Larry Ellison said Wednesday that the company sold its stake in chip designer Ampere Computing “because we no longer think it is strategic for us to continue design, manufacturing and ...
www.crn.com
December 11, 2025 at 5:52 PM
Oracle Chairman Larry Ellison said Wednesday that the company sold its stake in chip designer Ampere Computing “because we no longer think it is strategic for us to continue design, manufacturing and using our own chips in our cloud data centers.” www.crn.com/news/compone...
A Synopsys executive said the engineering software giant’s new blockbuster alliance with Nvidia will allow its channel partners to “solve larger problems faster” for customers because of its plan to significantly boost application performance with GPUs. www.crn.com/news/softwar...
Synopsys Executive: Nvidia Deal Will Help Partners ‘Solve Larger Problems Faster’
A Synopsys executive said the engineering software giant’s new blockbuster alliance with Nvidia will allow its channel partners to “solve larger problems faster” for customers because of its plan to s...
www.crn.com
December 11, 2025 at 2:20 PM
A Synopsys executive said the engineering software giant’s new blockbuster alliance with Nvidia will allow its channel partners to “solve larger problems faster” for customers because of its plan to significantly boost application performance with GPUs. www.crn.com/news/softwar...
Qualcomm said Wednesday that it has acquired Ventana Micro Systems, a startup that is focused on developing server CPU technology based on the RISC-V instruction set architecture. www.crn.com/news/compone...
Qualcomm Acquires RISC-V Chip Designer Ventana To Boost CPU Efforts
Qualcomm said Wednesday that it has acquired Ventana Micro Systems, a startup that is focused on developing server CPU technology based on the RISC-V instruction set architecture.
www.crn.com
December 10, 2025 at 3:31 PM
Qualcomm said Wednesday that it has acquired Ventana Micro Systems, a startup that is focused on developing server CPU technology based on the RISC-V instruction set architecture. www.crn.com/news/compone...
AMD said Tuesday that its new EPYC Embedded 2005 CPUs offer big advantages in performance, energy use, size and features compared to rival products from Intel. www.crn.com/news/compone...
AMD’s New Embedded CPUs Go After Intel On Performance, Energy Use And Size
AMD said Tuesday that its new EPYC Embedded 2005 CPUs offer big advantages in performance, energy use, size and features compared to rival products from Intel.
www.crn.com
December 9, 2025 at 8:42 PM
AMD said Tuesday that its new EPYC Embedded 2005 CPUs offer big advantages in performance, energy use, size and features compared to rival products from Intel. www.crn.com/news/compone...
AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the “Helios” AI server rack platform, the chip designer’s answer to Nvidia’s popular and powerful rack-scale AI solutions. www.crn.com/news/compone...
AMD Hires AWS Executive As Lead Engineer For ‘Helios’ AI Server Rack
AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the “Helios” AI server racks, the chip designer’s answer to Nvidia’s popular rack-scale AI s...
www.crn.com
December 8, 2025 at 6:33 PM
AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the “Helios” AI server rack platform, the chip designer’s answer to Nvidia’s popular and powerful rack-scale AI solutions. www.crn.com/news/compone...
It's been a very eventful year for Intel! Here is my detailed roundup of Intel's 10 biggest news stories, which range from TSMC suing a company executive to the U.S. gaining a 10 percent stake in Intel. www.crn.com/news/compone...
The 10 Biggest Intel News Stories Of 2025
The unexpected departure of Intel’s AI chief, the U.S. government gaining a 10 percent stake in the chipmaker and TSMC’s lawsuit against an executive are among the company’s biggest stories this year.
www.crn.com
December 8, 2025 at 3:13 PM
It's been a very eventful year for Intel! Here is my detailed roundup of Intel's 10 biggest news stories, which range from TSMC suing a company executive to the U.S. gaining a 10 percent stake in Intel. www.crn.com/news/compone...
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...