Semiconductor News by Dylan Martin
@dylanonchips.bsky.social
News/features about semiconductors from CRN Senior Editor Dylan Martin. Send tips to dmartin@thechannelco.com or dylanljmartin.81 on Signal. Find my articles here: https://www.crn.com/authors/dylan-martin
BREAKING NEWS: Sachin Katti, Intel’s chief technology and artificial intelligence officer, is leaving the chipmaker for ChatGPT creator OpenAI. www.crn.com/news/compone...
Intel AI Leader Sachin Katti Decamps To OpenAI
Intel Chief Technology Officer Sachin Katti is headed to OpenAI.
www.crn.com
November 10, 2025 at 10:35 PM
BREAKING NEWS: Sachin Katti, Intel’s chief technology and artificial intelligence officer, is leaving the chipmaker for ChatGPT creator OpenAI. www.crn.com/news/compone...
AMD said Monday it has bought an AI software startup founded by two veterans of Elon Musk’s Neuralink firm as part of an ongoing acquisition spree to build out its AI capabilities against Nvidia. www.crn.com/news/ai/2025...
AMD Buys AI Startup Led By Neuralink Veterans In Ongoing Acquisition Spree
AMD said Monday it has bought an AI software startup founded by two veterans of Elon Musk’s Neuralink firm as part of an ongoing acquisition spree to build out its AI capabilities against Nvidia.
www.crn.com
November 10, 2025 at 8:51 PM
AMD said Monday it has bought an AI software startup founded by two veterans of Elon Musk’s Neuralink firm as part of an ongoing acquisition spree to build out its AI capabilities against Nvidia. www.crn.com/news/ai/2025...
Intel is losing former Global Channel Chief John Kalvin along with the leader of its Europe, Middle East and Africa commercial business as the chipmaker’s Sales and Marketing Group undergoes changes to boost its AI sales efforts among other things, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel’s Ex-Global Channel Chief, EMEA Leader To Exit Amid SMG Changes
Intel is losing former Global Channel Chief John Kalvin along with the leader of its Europe, Middle East and Africa commercial business as its Sales and Marketing Group undergoes changes to boost its ...
www.crn.com
November 7, 2025 at 8:15 PM
Intel is losing former Global Channel Chief John Kalvin along with the leader of its Europe, Middle East and Africa commercial business as the chipmaker’s Sales and Marketing Group undergoes changes to boost its AI sales efforts among other things, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel is losing a data center AI executive who previously helped lead the company’s Gaudi accelerator chip efforts and is now headed for a job at AMD, CRN has learned. www.crn.com/news/compone...
Exclusive: Intel Is Losing A Data Center AI Executive To AMD
Intel is losing a data center AI executive who previously helped led the company’s Gaudi accelerator chip efforts and is now headed for a job at AMD, CRN has learned.
www.crn.com
November 6, 2025 at 9:04 PM
Exclusive: Intel is losing a data center AI executive who previously helped lead the company’s Gaudi accelerator chip efforts and is now headed for a job at AMD, CRN has learned. www.crn.com/news/compone...
AMD said in an SEC filing that it paid $36 million on acquisitions this year outside of its blockbuster $4.9 billion ZT Systems deal to boost the company's data center business. It also addressed the potential impact of the new Nvidia-Intel partnership in the filing. www.crn.com/news/compone...
AMD Paid $36M On Smaller Acquisitions This Year To Boost Its Data Center Business
AMD said it paid $36 million on acquisitions this year outside of its blockbuster $4.9 billion ZT Systems deal to boost the chip designer’s data center business.
www.crn.com
November 5, 2025 at 5:57 PM
AMD said in an SEC filing that it paid $36 million on acquisitions this year outside of its blockbuster $4.9 billion ZT Systems deal to boost the company's data center business. It also addressed the potential impact of the new Nvidia-Intel partnership in the filing. www.crn.com/news/compone...
AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and server segments as well as its Instinct data center GPUs allowed it to deliver record revenue of $9.2 billion for the third quarter as it teased deeper ties with OpenAI. www.crn.com/news/compone...
AMD Notes ‘Sharp’ Sales Jump For CPUs And Instinct GPUs As OpenAI Ties Deepen
AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and segments as well as its Instinct data center GPUs allowed it to deliver a record revenue of $9.2 billion for the ...
www.crn.com
November 5, 2025 at 12:20 AM
AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and server segments as well as its Instinct data center GPUs allowed it to deliver record revenue of $9.2 billion for the third quarter as it teased deeper ties with OpenAI. www.crn.com/news/compone...
In a sign of AMD's growing channel prominence, the chip designer beat Intel in CRN’s 2025 Annual Report Card for the first time since the feature introduced a processor category 22 years ago. The company now making big moves with a restructured partner program. www.crn.com/news/compone...
Analysis: AMD Puts Channel Pressure On Intel As Both Firms Revamp Partner Programs
AMD is putting pressure on Intel in the channel, reflected by the company’s victory in CRN’s 2025 Annual Report Card and a 40 percent boost in spending for its restructured partner program.
www.crn.com
November 4, 2025 at 9:37 PM
In a sign of AMD's growing channel prominence, the chip designer beat Intel in CRN’s 2025 Annual Report Card for the first time since the feature introduced a processor category 22 years ago. The company now making big moves with a restructured partner program. www.crn.com/news/compone...
When Trump said Sunday that he won’t allow Nvidia to sell its most advanced AI chips to China, he seemed to escalate his rhetoric on semiconductor trade policy by also saying that every other country outside the U.S. won’t have access too. Partners aren't concerned. www.crn.com/news/compone...
Trump Says US Will Block Other Countries From Nvidia’s Top Chips
Partners explain to CRN why they are not concerned by President Trump’s Sunday statement that the U.S. will block Nvidia from selling its most advanced chips to other countries besides China.
www.crn.com
November 3, 2025 at 10:38 PM
When Trump said Sunday that he won’t allow Nvidia to sell its most advanced AI chips to China, he seemed to escalate his rhetoric on semiconductor trade policy by also saying that every other country outside the U.S. won’t have access too. Partners aren't concerned. www.crn.com/news/compone...
Nvidia announced Tuesday that it plans to invest $1 billion into Nokia as part of a major push by the company to expand in the telecom industry with a new AI platform. www.crn.com/news/network...
Nvidia To Invest $1B In Nokia In Major AI Telecom Platform Push
Nvidia announced Tuesday that it plans to invest $1 billion into Nokia as part of a major push by the company to expand in the telecom industry with a new AI platform.
www.crn.com
October 28, 2025 at 8:22 PM
Nvidia announced Tuesday that it plans to invest $1 billion into Nokia as part of a major push by the company to expand in the telecom industry with a new AI platform. www.crn.com/news/network...
Reposted by Semiconductor News by Dylan Martin
Nvidia unveils BlueField-4 data processing unit, combining a 64-core Grace CPU and ConnectX-9 SuperNIC for 800 Gbps of network throughput, launching in 2026 (Dylan Martin/CRN)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 28, 2025 at 5:50 PM
Nvidia unveils BlueField-4 data processing unit, combining a 64-core Grace CPU and ConnectX-9 SuperNIC for 800 Gbps of network throughput, launching in 2026 (Dylan Martin/CRN)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Nvidia said Tuesday that it plans to integrate its Grace CPU and ConnectX-9 SuperNIC into the next-generation BlueField-4 DPU to bring 800 Gbps of network throughput to future AI data centers for high-performance inferencing. www.crn.com/news/compone...
Nvidia Reveals BlueField-4 DPU, Packed With 64-Core Grace CPU For AI Data Centers
Nvidia said Tuesday that it plans to integrate its Grace CPU and ConnectX-9 SuperNIC into the next-generation BlueField-4 DPU to bring 800 Gbps of networking throughput to future AI data centers for h...
www.crn.com
October 28, 2025 at 5:34 PM
Nvidia said Tuesday that it plans to integrate its Grace CPU and ConnectX-9 SuperNIC into the next-generation BlueField-4 DPU to bring 800 Gbps of network throughput to future AI data centers for high-performance inferencing. www.crn.com/news/compone...
I made the news.
"Unsuspecting YouTube viewers looking for Nvidia's GTC keynote on Tuesday might well have found themselves accidentally watching an AI-generated Jensen Huang deepfake promoting a cryptocurrency scam, after YouTube promoted the video over the official stream." www.tomshardware.com/tech-industr...
Fake Nvidia GTC stream hosting deepfake Jensen Huang crypto scam garners 100,000 YouTube viewers, AI-generated hoax generates 5x more views than real event
A terrible time all round
www.tomshardware.com
October 28, 2025 at 5:26 PM
I made the news.
"Unsuspecting YouTube viewers looking for Nvidia's GTC keynote on Tuesday might well have found themselves accidentally watching an AI-generated Jensen Huang deepfake promoting a cryptocurrency scam, after YouTube promoted the video over the official stream." www.tomshardware.com/tech-industr...
Fake Nvidia GTC stream hosting deepfake Jensen Huang crypto scam garners 100,000 YouTube viewers, AI-generated hoax generates 5x more views than real event
A terrible time all round
www.tomshardware.com
October 28, 2025 at 5:25 PM
"Unsuspecting YouTube viewers looking for Nvidia's GTC keynote on Tuesday might well have found themselves accidentally watching an AI-generated Jensen Huang deepfake promoting a cryptocurrency scam, after YouTube promoted the video over the official stream." www.tomshardware.com/tech-industr...
Heads up: There's a fake Nvidia GTC DC keynote stream happening now on YouTube hosted by a channel called NVIDIA Live. It appears to be a deepfake of Jensen Huang promoting a "crypto mass adoption event." Obviously don't do anything to connected to that QR code.
October 28, 2025 at 4:18 PM
Heads up: There's a fake Nvidia GTC DC keynote stream happening now on YouTube hosted by a channel called NVIDIA Live. It appears to be a deepfake of Jensen Huang promoting a "crypto mass adoption event." Obviously don't do anything to connected to that QR code.
AMD has made U.S. electronics services giant Sanmina a new product introduction manufacturing partner for its cloud rack and cluster-scale AI solutions after selling its ZT Systems manufacturing business to the partner company. www.crn.com/news/data-ce...
AMD Makes Sanmina A Top AI Ally After $3B Sale Of ZT Systems’ Manufacturing Unit
AMD said Monday that it has sold ZT Systems’ manufacturing unit to Sanmina for $3 billion, making the U.S. electronics services giant a top AI ally for the chip designer in its fight against Nvidia.
www.crn.com
October 27, 2025 at 3:33 PM
AMD has made U.S. electronics services giant Sanmina a new product introduction manufacturing partner for its cloud rack and cluster-scale AI solutions after selling its ZT Systems manufacturing business to the partner company. www.crn.com/news/data-ce...
Intel on Thursday warned of a CPU shortage that could last well into next year due to current demand “outpacing supply” as the semiconductor giant reported its “fourth consecutive quarter of improved execution” in its ongoing comeback effort. www.crn.com/news/compone...
Intel Warns Of CPU Shortage As It Reports ‘Improved Execution’ For Comeback Plan
Intel on Thursday warned of a CPU shortage that could last well into next year due to current demand “outpacing supply” as the semiconductor giant reported its “fourth consecutive quarter of improved ...
www.crn.com
October 23, 2025 at 11:33 PM
Intel on Thursday warned of a CPU shortage that could last well into next year due to current demand “outpacing supply” as the semiconductor giant reported its “fourth consecutive quarter of improved execution” in its ongoing comeback effort. www.crn.com/news/compone...
Axelera AI on Tuesday said its newly revealed Europa AI chip can outperform certain Nvidia products using less energy and at lower cost for high-performance edge computing use cases, including large language models and computer vision. www.crn.com/news/compone...
Axelera AI Challenges Nvidia With Europa Chip For High-Performance Edge Computing
Axelera AI on Tuesday said its newly revealed Europa AI chip can outperform certain Nvidia products using less energy and at lower cost for high-performance edge computing use cases, including large l...
www.crn.com
October 21, 2025 at 12:19 PM
Axelera AI on Tuesday said its newly revealed Europa AI chip can outperform certain Nvidia products using less energy and at lower cost for high-performance edge computing use cases, including large language models and computer vision. www.crn.com/news/compone...
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...
www.crn.com
October 16, 2025 at 3:27 PM
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...
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...
www.crn.com
October 14, 2025 at 5:02 PM
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 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...
www.crn.com
October 14, 2025 at 12:52 AM
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...
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.
www.crn.com
October 13, 2025 at 9:14 PM
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...
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...
www.crn.com
October 9, 2025 at 1:01 PM
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...
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.
www.crn.com
October 8, 2025 at 1:37 PM
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/...
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...
www.crn.com
October 7, 2025 at 8:16 PM
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...
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.
www.crn.com
October 7, 2025 at 2:13 PM
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...