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Semiconductor News by Dylan Martin

@dylanonchips.bsky.social

460 followers 89 following 220 posts

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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Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 1d

I'm also wondering if Windows ML could help with applications using whichever accelerator is available, whether that's GPU or NPU.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 1d

Aw damn.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 2d

I'm curious about what @cdemerjian.bsky.social thinks of this!

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 2d

You're definitely onto something. Makes me think of this Brad Sams tweet from a few months ago.

"Microsoft has found itself in a prediament ...for roughly 4 years, they have told the world to do AI on a Windows PC, you need an NPU

"Obviously this is to make OEMs happy and to sell more hardware...but agents and browsers from openai (and all the others) will work without NPUs"

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 2d

The leader of Arm’s data center business said there is “no doubt about the long-run need” for the massive AI data center buildout that’s occurring between the largest and most influential tech companies in the world, including his. www.crn.com/news/ai/2025...

Arm Data Center Leader: ‘No Doubt About Long-Run Need’ For Massive AI Buildout

In discussing the “long-run need” for the tech industry’s massive AI data center buildout, Arm executive Mohamed Awad explained to CRN how his company is helping others deal with power constraints thr...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 4d

Intel on Tuesday revealed "Crescent Island," a 160-GB, energy-efficient data center GPU that is part of a new annual GPU release cadence to deliver on the chipmaker’s new strategy of providing open systems and software architecture for AI systems. www.crn.com/news/compone...

Intel Reveals 160-GB, Energy-Efficient Inference GPU As Part Of New Yearly Cadence

Intel on Tuesday revealed a 160-GB, energy-efficient data center GPU that is part of a new annual GPU release cadence to deliver on the chipmaker’s new strategy of delivering open systems and software...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 5d

Intel and AMD on Monday revealed new performance, security and reliability improvements coming to the x86 instruction set architecture in an effort to keep their computer chips relevant against rising alternatives like Arm. www.crn.com/news/compone...

Intel, AMD Detail x86 Improvements To Keep Their Chips Relevant

Intel and AMD on Monday revealed new performance, security and reliability improvements coming to the x86 instruction set architecture in an effort to keep their computer chips relevant against rising...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 5d

Exclusive: Rob Bruckner, a top Intel engineering leader, is departing the chipmaker to lead Dell Technologies’ commercial PC business, Intel CEO Lip-Bu Tan announced in an internal memo Monday. www.crn.com/news/compone...

Top Intel Engineering Leader To Depart For Dell Technologies

Rob Bruckner, a top Intel engineering leader, is departing the chipmaker to lead Dell Technologies’ commercial PC business, Intel CEO Lip-Bu Tan announced in an internal memo Monday.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 9d

Intel on Thursday shared a variety of details about its forthcoming “Panther Lake” PC system-on-chip and “Clearwater Forest” server CPU—two products that represent a critical and long-awaited step in its heavily scrutinized comeback plan. www.crn.com/news/compone...

Intel Shares Details Of Forthcoming Intel 18A Chips Key To Its Comeback

Intel on Thursday shared a variety of details about its forthcoming “Panther Lake” PC system-on-chip and “Clearwater Forest” server CPU—two products that represent a critical step in its comeback plan...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 10d

Happy to announce that I won an Eddie & Ozzie award for B2B analysis with my coverage of Nvidia's rise and Intel's fall for CRN last year! This is my second national journalism award this year. www.crn.com/events/2025/...

The Channel Company CEO Matt Yorke Inducted Into Folio Legends Hall Of Fame

The Channel Company CEO Matt Yorke will enter Folio’s Legends Hall of Fame with Jim Bankoff,Chris Ferrell and Jay Penske.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 11d

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...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 11d

Qualcomm said Tuesday that it has reached an agreement to acquire open-source hardware and software firm Arduino in a move to boost its edge business. www.crn.com/news/interne...

Qualcomm To Buy Open-Source Hardware Firm Arduino To Boost Edge Business

Qualcomm said Tuesday that it has reached an agreement to acquire open-source hardware and software firm Arduino in a move to boost its edge business.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 11d

It's a good question. I'm hoping to write an article soon as time allows.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 12d

A leading Wall Street analyst on Monday called AMD’s new multibillion-dollar Instinct GPU deal with OpenAI a “major validation moment” and said the agreement should throw out “any lingering fears around” the chip designer. www.crn.com/news/compone...

AMD’s OpenAI Deal A ‘Major Validation Moment’ For Chip Designer: Analyst

A leading Wall Street analyst on Monday called AMD’s new multibillion-dollar Instinct GPU deal with OpenAI a “major validation moment” and said the agreement should throw out “any lingering fears arou...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 12d

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.”

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 15d

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.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 16d

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.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 18d

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...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 19d

Wish I could have been there, but an important family thing kept me home.

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 19d

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.

Quote from Intel's website: "Intel’s operations in Oregon are our largest concentration of facilities and talent in the world. Today, with over 22,000 employees across four campuses in Hillsboro – just ten miles west of Portland – we are developing technology that makes the most amazing experiences possible."

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 22d

The leader of Qualcomm’s global enterprise and channel sales is leaving the chip designer this month after helping rapidly grow the partner program for its Snapdragon X Series processors to a roster of more than 150 companies. www.crn.com/news/compone...

Qualcomm Channel Leader To Exit After Helping Build Snapdragon X Partner Program

The leader of Qualcomm’s global enterprise and channel sales said Thursday that he is leaving the chip designer after helping rapidly grow the partner program for its Snapdragon X Series processors to...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 23d

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."

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 23d

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...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 23d

Thanks for sharing, Suhaib!

Reposted by Semiconductor News by Dylan Martin

Suhaib Khan @suhaibkhan.bsky.social · 23d

While the Nvidia/Intel deal seems to be a win-win, Nvidia might be doing more of the winning

Deal Creates x86 Option For Nvidia Rack-Scale Platforms

Intel Opens Big, New PC Market For Nvidia

www.crn.com/news/compone...

#AI @dylanonchips.bsky.social

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...

Semiconductor News by Dylan Martin @dylanonchips.bsky.social · 23d

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...