Latest news with #SemiAccurate
Tom's Guide
17-07-2025
- Tom's Guide
Nvidia N1X ARM CPU is reportedly delayed until late 2026 — here's what we know
Nvidia's rumored N1X CPU has been a long time coming, but it may be another while until the Arm-based chip arrives due to major production issues. The custom Arm CPU is now being pushed back until late 2026, according to tech site SemiAccurate. Sources state that the chip has been hit with problems that require engineers to make design changes to the silicon, with the report calling it another "whoopsie." The Arm-based laptop chip was initially expected to be revealed back at Computex 2025, but clearly, Nvidia wasn't ready to announce its all-new CPU for gaming laptops, and it won't be for some time, according to the report. Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to be suffering from another hurdle. Now, Nvidia did officially announce that a new Arm-based CPU is in the works, and would be arriving in a "one-year rhythm." However, with the reported issues, this may not fall in line with CEO Jensen Huang's roadmap. The report doesn't state the specific problem with the chip, just that it's causing a delay in production. If accurate, it could be another year until we see Nvidia's custom CPU — likely closer to CES 2027. Recent reports have detailed that Nvidia's Arm-based CPU delivers the same performance as an RTX 4070-equipped laptop, with the benchmarks indicating it could be launching in late 2025 or early 2026. Now, this may not be the case, but it does leave room for possible improvements. Get instant access to breaking news, the hottest reviews, great deals and helpful tips. Rumor has it that the Arm-based chip will use a Blackwell-based GPU, with a smaller GB10 Blackwell chip for laptops or a GB206 model as seen in RTX 5060 Ti or RTX 5060 graphics cards. It's also believed to use 65W power to match the performance of a 120W RTX 4070 laptop GPU, which is already impressive, while other leaks suggest the chip would offer a TDP (Thermal Design Power) of 80W to 120W. This would give gaming laptops more ultraportable designs, with better power efficiency that could translate to improved battery life (something even the best gaming laptops today struggle with). But with this delay, perhaps Nvidia has time to refine its custom CPU, giving it even greater power gains to match current and upcoming chips. But if the delay is accurate, it also gives time for Nvidia's competition to bolster its offerings. For one, the AMD Strix Halo APU already delivers close to RTX 4060 desktop GPU power, and Qualcomm's Snapdragon X2 Series chip is set to arrive soon. Only time will tell when we see Nvidia's N1X Arm-based CPU arrive, but in the meantime, we'll be enjoying what its RTX 50-series GPUs have to offer. Follow Tom's Guide on Google News to get our up-to-date news, how-tos, and reviews in your feeds. Make sure to click the Follow button.
Yahoo
15-07-2025
- Business
- Yahoo
Intel's new Nova Lake CPU is reportedly being made on TSMC N2 right now, pointing to a hybrid 18A node and late 2026 launch
When you buy through links on our articles, Future and its syndication partners may earn a commission. It hasn't exactly been the best year for Intel. The chip giant has faced major struggles recently with chips flopping and fab partners seemingly nowhere to be found. Even Bill Gates has lamented the current state of the company, but maybe the upcoming Nova Lake-S CPUs, will turn all that around. We've seen a lot of rumours around the Nova Lake launch, and while some make more sense than others one has likely been confirmed. According to SemiAccurate (Via TechPowerUp) the next generation CPUs have been taped out on TSMC's N2 node in fabrication centres in Taiwan. Well, kind of. SemiAccurate is actually pretty slim on the details. "Intel taped out a major product a few weeks ago, a little late but they got there. SemiAccurate took longer than usual to confirm this one but we finally did. "Sorry, no hints this time." reads the website. I guess that is semi-accurate. Assuming this is the Nova Lake chipset, this likely confirms the hybrid nature of the tech, using a mix of both the N2 node as well as Intel's highly anticipated 18A node. It could be Intel has gone with a mix due to a lack of faith in the 18A, or just to maximise manufacturing capabilities with more fallback on the established N2 nodes. The chase of Intel's 18A node is an interesting one. We expected to see these chips launch in PCs but it seems Intel just didn't have the faith to launch them. Of course with these CPUs only being taped out now, these processors could be a fair way off, with at least a few months being the norm from taped to manufacturing, let alone retail availability. We'll likely be waiting at least a year to get our hands on these, but with delays around the 18A chipset maybe it'll be even longer. Hopefully we'll see the 18A powered Nova Lake chips before the end of 2026. In terms of performance, the numbers look good. The CPUs are reportedly delivering up to 25% faster processing with up to 36% more efficiency than before. Intel's new chips are also rumoured to have over double the cores of its previous Arrow Lake's offerings. And though we'll probably be waiting another year for them, a new chip being taped down is always cause for celebration.
Yahoo
14-05-2025
- Business
- Yahoo
Tariffs and TSMC delays could turn Apple into an Intel Foundry customer
When you buy through links on our articles, Future and its syndication partners may earn a commission. Intel has historically downplayed its external Foundry customers, but on Tuesday, CFO David Zinsner gave us some insight into why Intel remains silent on its biggest clients. During a conversation at the J.P. Morgan Global Technology, Media, and Communications conference in Boston, Zinsner confirmed that Intel doesn't have a significant volume of external chips. At least on the 18A process node. Zinsner implied Intel will have more customers for its future 14A process node. "We have the traditional pipeline modeling, we have a bunch of potential customers, and then we get test chips, and then some customers fall out of the test chips. And there's a certain amount of customers that hang in there. So committed volume is not significant right now," Zinsner said. Zinsner has been at Intel since 2022 and was at Micron before that. Before Lip-Bu Tan took over as CEO in March, Zinsner served as co-CEO with fellow Intel executive MJ Johnston Holthaus after Pat Gelsinger stepped down as CEO in December 2024. Intel Foundry is currently working on the 18A and 14A production pipelines for chips in the 2 nm-and-under range, these processes will be used for Intel's own chips. The first, codenamed Panther Lake, will arrive later this year, Zinsner confirmed. "We always expected that the predominant amount of volume of 18A was going to be internal to us, and we would win customers here or there that would fill in the gaps." However, Intel will be looking for a higher volume of external sales for 14A. So, while Intel may not be making many chips for outside customers right now, a recent report from SemiAccurate indicates that could change soon. Let's take a closer look at what could be in store for Intel's chip foundry business. So far, a few big names have been reported as Intel Foundry clients. Reuters and SemiAccurate have previously reported that Broadcom and Nvidia are Intel Foundry customers, and Taiwan Semiconductor could potentially pitch a change to Intel to its longtime customers. According to that same Reuters report, TSMC also pitched Intel Foundry to AMD, but there has been no further news on that front. Reuters has also reported on a deal between Intel Foundry and Amazon to make a custom chip. One of the few official confirmed partners with Intel Foundry is Microsoft, which announced a partnership with Intel Foundry in February of last year. While not all of these rumors and deals have been confirmed, they do indicate a potential shift in the silicon production market, which lends some credence to SemiAccurate's most recent report on Intel Foundry. This new report, published on Monday, implies that Apple might be the newest Foundry customer as TSMC, Apple's current production partner, is capacity-bound on advanced packaging. DEAL SPOTLIGHT Lenovo's Early Memorial Day Access sale knocks $256 off the 2024 Lenovo IdeaPad 5i 2-in-1 laptop with coupon "DEASAVINGS1". Get things done from anywhere and enjoy seamless performance, whether working on a college term paper, drafting documents for work, or consuming content in your downtime. Key specs: 14-inch FHD (1920 x 1080) 300-nit touchscreen, Intel Core 5 120U 10-core CPU, 8GB RAM, Integrated Intel Graphics, 512GB SSD, 720p webcam with dual microphone and privacy shutter, fingerprint reader, Lenovo Digital Pen, Windows 11 HomeView Deal A direct read Zinsner's comments implies that many of Intel's external Foundry customers have yet to fully switch production lines for their chips. However, it's possible that those external custom chips are still in testing or that the exact details of the agreement are still being negotiated. After all, Zinsner did indicate that most of Intel Foundry's 18A process would be sold internally to Intel, while 14A is expected to have a broader range of external wafer sales. But if the rumors of TSMC's maxed capacity are true, combined with the ever-shifting US foreign manufacturing tariffs, Intel Foundry could be a more attractive option than ever for silicon production. TSMC is not out of the chip game yet, though. It's reportedly working on 2nm and smaller silicon wafers, which are expected to be used in the next generations of Apple Silicon. So, even if a company like Nvidia or Apple were to shift production from TSMC to Intel Foundry, we likely wouldn't see those chips for a few generations. That's in line with Zisner's comments on Tuesday about Foundry production. Intel's 14A process is expected to hit commercial production in 2027, which is also when Intel Foundry is set to break even. This could potentially be thanks to external customers. And that would coincide with the next big Nvidia (RTX 60-series) or Apple Silicon (M7) launches. Intel has been keeping its Foundry cards close to its chest for years, so we'll likely only know the details once the chips are ready for production or agreements have been filed with the SEC. Intel's new CEO Lip-Bu Tan has a retro vision for Intel's future, but is nostalgia the key to success? Forget the M5, Apple is reportedly already working on the M6 and M7 Computex showdown: Nvidia & MediaTek tipped to steal Windows-on-Arm spotlight
Yahoo
14-05-2025
- Business
- Yahoo
Tariffs and TSMC delays could turn Apple into an Intel Foundry customer
When you buy through links on our articles, Future and its syndication partners may earn a commission. Intel has historically downplayed its external Foundry customers, but on Tuesday, CFO David Zinsner gave us some insight into why Intel remains silent on its biggest clients. During a conversation at the J.P. Morgan Global Technology, Media, and Communications conference in Boston, Zinsner confirmed that Intel doesn't have a significant volume of external chips. At least on the 18A process node. Zinsner implied Intel will have more customers for its future 14A process node. "We have the traditional pipeline modeling, we have a bunch of potential customers, and then we get test chips, and then some customers fall out of the test chips. And there's a certain amount of customers that hang in there. So committed volume is not significant right now," Zinsner said. Zinsner has been at Intel since 2022 and was at Micron before that. Before Lip-Bu Tan took over as CEO in March, Zinsner served as co-CEO with fellow Intel executive MJ Johnston Holthaus after Pat Gelsinger stepped down as CEO in December 2024. Intel Foundry is currently working on the 18A and 14A production pipelines for chips in the 2 nm-and-under range, these processes will be used for Intel's own chips. The first, codenamed Panther Lake, will arrive later this year, Zinsner confirmed. "We always expected that the predominant amount of volume of 18A was going to be internal to us, and we would win customers here or there that would fill in the gaps." However, Intel will be looking for a higher volume of external sales for 14A. So, while Intel may not be making many chips for outside customers right now, a recent report from SemiAccurate indicates that could change soon. Let's take a closer look at what could be in store for Intel's chip foundry business. So far, a few big names have been reported as Intel Foundry clients. Reuters and SemiAccurate have previously reported that Broadcom and Nvidia are Intel Foundry customers, and Taiwan Semiconductor could potentially pitch a change to Intel to its longtime customers. According to that same Reuters report, TSMC also pitched Intel Foundry to AMD, but there has been no further news on that front. Reuters has also reported on a deal between Intel Foundry and Amazon to make a custom chip. One of the few official confirmed partners with Intel Foundry is Microsoft, which announced a partnership with Intel Foundry in February of last year. While not all of these rumors and deals have been confirmed, they do indicate a potential shift in the silicon production market, which lends some credence to SemiAccurate's most recent report on Intel Foundry. This new report, published on Monday, implies that Apple might be the newest Foundry customer as TSMC, Apple's current production partner, is capacity-bound on advanced packaging. DEAL SPOTLIGHT Lenovo's Early Memorial Day Access sale knocks $256 off the 2024 Lenovo IdeaPad 5i 2-in-1 laptop with coupon "DEASAVINGS1". Get things done from anywhere and enjoy seamless performance, whether working on a college term paper, drafting documents for work, or consuming content in your downtime. Key specs: 14-inch FHD (1920 x 1080) 300-nit touchscreen, Intel Core 5 120U 10-core CPU, 8GB RAM, Integrated Intel Graphics, 512GB SSD, 720p webcam with dual microphone and privacy shutter, fingerprint reader, Lenovo Digital Pen, Windows 11 HomeView Deal A direct read Zinsner's comments implies that many of Intel's external Foundry customers have yet to fully switch production lines for their chips. However, it's possible that those external custom chips are still in testing or that the exact details of the agreement are still being negotiated. After all, Zinsner did indicate that most of Intel Foundry's 18A process would be sold internally to Intel, while 14A is expected to have a broader range of external wafer sales. But if the rumors of TSMC's maxed capacity are true, combined with the ever-shifting US foreign manufacturing tariffs, Intel Foundry could be a more attractive option than ever for silicon production. TSMC is not out of the chip game yet, though. It's reportedly working on 2nm and smaller silicon wafers, which are expected to be used in the next generations of Apple Silicon. So, even if a company like Nvidia or Apple were to shift production from TSMC to Intel Foundry, we likely wouldn't see those chips for a few generations. That's in line with Zisner's comments on Tuesday about Foundry production. Intel's 14A process is expected to hit commercial production in 2027, which is also when Intel Foundry is set to break even. This could potentially be thanks to external customers. And that would coincide with the next big Nvidia (RTX 60-series) or Apple Silicon (M7) launches. Intel has been keeping its Foundry cards close to its chest for years, so we'll likely only know the details once the chips are ready for production or agreements have been filed with the SEC. Intel's new CEO Lip-Bu Tan has a retro vision for Intel's future, but is nostalgia the key to success? Forget the M5, Apple is reportedly already working on the M6 and M7 Computex showdown: Nvidia & MediaTek tipped to steal Windows-on-Arm spotlight Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
12-02-2025
- Business
- Globe and Mail
Why Intel (INTC) Stock Is Trading Up Today
What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) jumped 8.7% in the morning session after Vice President JD Vance announced at the AI Action Summit in Paris that the US will provide regulatory measures to protect the country's artificial intelligence technologies from "theft and misuse." The global AI race is intensifying across industries, but few are as critical as semiconductors, where AI-powered chips run smart data centers, large language models like ChatGPT, and self-driving cars. Intel has recently won government grants to build facilities to manufacture cutting-edge semiconductor chips on US soil in the coming years, a move that could help improve the company's competitiveness. The Vice President's comments suggest Intel and other US innovators could benefit from measures that help protect valuable intellectual property, especially in artificial intelligence, ensuring their innovations drive sales and expand market share both domestically and internationally. Is now the time to buy Intel? Access our full analysis report here, it's free. What The Market Is Telling Us Intel's shares are very volatile and have had 21 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 25 days ago when the stock gained 8% on the news that Bloomberg reported the company could be a potential acquisition target. Bloomberg cited SemiAccurate, a tech site founded by Charlie Demerjian. SemiAccurate claimed it had "read an email about a company attempting to buy all of Intel." Intel is up 4.4% since the beginning of the year, but at $21.12 per share, it is still trading 54.2% below its 52-week high of $46.15 from March 2024. Investors who bought $1,000 worth of Intel's shares 5 years ago would now be looking at an investment worth $313.24. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
