SemiPulse — Semiconductor Intelligence

Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage riva

Vera Arrives: NVIDIA’s First CPU Built for Agents Lands at Top AI Labs - NVIDIA Blog

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blogs.nvidia.com 2026-05-19 NVIDIA Blog

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China bypasses US GPU bans with 1.54-exaflops 'LineShine' supercomputer

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tomshardware.com 2026-05-17 Anton Shilov

CPUs can successfully do GPU jobs, but there is one important caveat.

Supercomputer Artificial Intelligence Chinese Semiconductor CPU-only Architecture Arm Processor HBM Memory AI Training GPU Ban

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

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digitimes.com 2026-05-14

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

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digitimes.com 2026-05-13

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

Microsoft staunchly defends its new "Low Latency Profile" for Windows 11 that boosts CPU clocks for faster load times

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tomshardware.com 2026-05-12 Hassam Nasir

The quest to fix Windows 11 is a bumpy one.

Windows 11 Low Latency Profile CPU clock boost Operating system performance Microsoft Dynamic frequency scaling User experience Tech industry trends

China's next-gen CPUs and GPUs prepare to challenge Intel Alder Lake and AMD RX 550 in 2027

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tomshardware.com 2026-05-12 Zhiye Liu

Loongson has provided updates on the company's upcoming 3B6600 processor and 9A1000 graphics card during its 2025 annual and 2026 Q1 earnings calls.

Loongson CPU GPU Chinese chip 3B6600 9A1000 processor architecture performance comparison

Arm's AGI CPU demand surges as supply constraints loom

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digitimes.com 2026-05-12

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including AWS, Google, and Nvidia, while maintaining rapid growth in licensing revenue driven by rising demand for AI infrastructure.

PC chip demand stays murky in 2H26 as pre-buying clocks key

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digitimes.com 2026-05-12

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising

AMD, Intel, Qualcomm likely to benefit from server CPU super cycle, GF says (AMD:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-11 Seeking Alpha

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Samsung Foundry Has Apparently Won A 2nm CPU Order From A “North American Fabless Customer,” With AMD Identified As The Order’s Source - Wccftech

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wccftech.com 2026-05-11 Wccftech

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Kenyi bets on Arm AGI CPU and chiplets to reshape edge telecom infrastructure - The Mobile Network

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the-mobile-network.com 2026-05-08 The Mobile Network

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AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture

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tomshardware.com 2026-05-06 Anton Shilov

AMD plans to expand its portfolio of CPUs for data centers that will be targeted at different workloads.

AMD EPYC CPU architecture Zen 7 Artificial Intelligence Data Center Server Chip Semiconductor Industry

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand

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tomshardware.com 2026-05-06 Anton Shilov

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

AMD Data Center CPU EPYC processors AI infrastructure Instinct accelerators Server market Artificial Intelligence Semiconductor industry