Chips
• Key takeaways • Intel is centering its turnaround on the Core Ultra 3 chip to push on-device AI across PCs and robotics. • Jim Johnson says Intel will embed chips in many devices: “The devices between PCs and the cloud are almost infinite.” • Oversonic Robotics plans to move from Nvidia to Intel
Chips
* Key takeaways: * Intel is launching Core Ultra Series 3 (Panther Lake) laptop CPUs built on its new 18A process this month. * 14 SKUs across five families will appear in 200+ designs; first units available Jan. 27, others through H1 2026. * High-end X9/X7 chips include a 12-core Intel Arc B390
Chips
• Key takeaways • Global semiconductor shortages and constrained fab capacity risk pushing consumer electronics prices up to 20%. • Demand from automotive, AI and 5G devices is tightening supply for key nodes used in phones, laptops and TVs. • Firms are responding with long-term contracts, redesigns to older process nodes and accelerated fab
Chips
* Key Takeaways: * Leaked Geekbench 6 and PassMark entries show a Ryzen 9 9950X3D2 with 16 cores, 32 threads and 192MB L3 (dual 3D V-Cache). * Boost clock in leaks is 5.6GHz and test samples reportedly ran at ~170W, lower than earlier 200W rumours. * Early synthetic results place it close to
Chips
* Key Takeaways: * Samsung’s Exynos 2600 is built on its 2nm GAA process and initially reported ~50% yields. * Qualcomm supplies ~75% of Galaxy S26 chips (Snapdragon 8 Elite Gen 5); Exynos occupies the remaining 25%. * Analyst Samir Khazaka says Samsung won’t invest heavily in custom CPU/GPU designs unless
Chips
* Apple will source about 60%–70% of iPhone 17 LPDDR from Samsung, per industry reports. * LPDDR5X module prices jumped from roughly $30 to about $70 in 2025, tightening margins. * SK Hynix and Micron are redirecting capacity toward HBM for AI/data-center demand, reducing LPDDR supply. * Apple’s A19/A19 Pro
Chips
• Micron warns DRAM and NAND supply will "persist through and beyond" 2026 as AI demand climbs. • CEO Sanjay Mehrotra says "supply will remain substantially short of the demand for the foreseeable future." • Micron reported record revenue ($13.64B) and plans a 20% shipment increase next year
Chips
* Apple kernel debug files show Apple tested an unreleased MacBook running the A15 Bionic. * A separate A18 Pro-based MacBook entry (J700) looks like a defined product configuration with MediaTek "Sunrise" wireless. * The A15 listing appears to be a test platform (J267, mac14p, H14P); the A18 Pro MacBook is
Chips
* Key Takeaways: * Multiple Asian supply-chain reports say NVIDIA could reduce GeForce RTX 50-series production by roughly 30–40% in the first half of 2026. * The squeeze is attributed to tight availability of memory components — including GDDR6, GDDR7 and system DRAM — rather than a single part shortage. * Early supply adjustments may
Chips
• iPhone 17e appears to reference Apple’s first-generation C1 cellular modem in leaked macOS Kernel Debug Kit code. • The same leak shows iPhone 17e entries omitting Apple’s N1 wireless chip. • For the iPhone 18 Pro, Apple seems undecided between C1X and C2 modem variants. • The macOS KDK that revealed
Chips
* Memory giant Micron is shutting down its consumer-focused brand, Crucial, after nearly three decades. * The company is pivoting to prioritize the booming demand for memory and storage from the AI and data center industry. * This move is expected to contribute to already-surging memory prices, making future PC upgrades more expensive
Chips
* Intel's stock surged by 10% following a high-profile analyst's prediction of a renewed partnership with Apple. * The potential deal would see Intel supplying Apple's lowest-end M-series processors as early as the second quarter of 2027. * This move is seen as a major validation for