AMD

Research reveals fundamental flaws in the attested TLS protocols used in confidential computing, enabling diversion and relay attacks that compromise cryptographic trust. Despite vendor claims, protocols like remote attestation fail to verify server location or prevent traffic interception by malicious entities.

Micron, Intel, and AMD increased their market capitalization by over $2 trillion in the last quarter, rising to the 10th, 11th, and 12th most valuable U.S. tech companies as investors expanded their artificial intelligence (AI) investments.

The AI trade extended for a second day, with US chips surging as Nvidia, AMD, and Intel rose on strong guidance. The Nasdaq gained 1.52% while the Dow closed at a record, but Brazil's market slipped again.

A record chip rally in the second quarter added $2 trillion in combined value to Micron, Intel, and AMD as Wall Street invested in chipmakers not named Nvidia. The artificial intelligence boom expanded to include more suppliers, driving increased investment in the sector.

Qualcomm is developing a near-memory compute architecture called High-Bandwidth Compute (HBC), stacking DRAM on XPUs to improve AI infrastructure performance. The technology will debut in 2025 as part of the AI250-series Dragonfly systems, claiming 768 GB memory and 133 TB/s effective bandwidth, though skepticism surrounds its 'effective' bandwidth claims compared to competitors like Nvidia.

The semiconductor market faces elevated risk due to a large spread between stock and index volatility, impacting leaders like AMD and Micron. This rare market risk has reached its highest level since 2015.

Loss of copayment assistance for drugs treating neovascular age-related macular degeneration (nAMD) disrupted patient care, leading to shifts in therapy and reliance on samples. Patients and ophthalmologists face challenges due to the financial strain.

The article provides a setup guide for an AMD Strix Halo RDMA cluster, accessible via a GitHub repository. It includes a Hacker News discussion link with 9 points and no comments.

Qualcomm is challenging Nvidia's dominance in the AI chip market for data centers through new AI accelerators and CPUs. The company projects $15 billion in annual AI component sales by 2029 and plans to reduce reliance on smartphone chips by expanding into automotive tech, PC chips, and smart home devices. Qualcomm acquired Modular, an AI software company, to compete with Nvidia's CUDA platform.

Intel is attempting a comeback under CEO Lip-Bu Tan, with its market value tripling to $650 billion amid AI-driven demand. The company has secured government support, including a 10% stake, and partnerships with major tech firms, but remains unprofitable and faces challenges from competitors like AMD and Arm-based chips.

AMD will reinstate memory encryption (TSME) on Ryzen 9000 CPUs through a BIOS update scheduled for July. This decision follows valuable feedback from the community, prompting the return of the security feature after it was initially removed.

US President Donald Trump announced that Apple has agreed to partner with Intel to design and manufacture chips in the United States, aiming to diversify Apple's manufacturing base away from TSMC. The Trump administration previously invested $10 billion in Intel to build US factories and holds a 10% stake, part of broader efforts to secure US semiconductor supply chains.

Amazon, along with the investment arms of Nvidia and AMD, has participated in a $310 million funding round for Odyssey ML, an AI start-up focused on developing models to simulate the physical world.

AMD’s stock is surging, with the company now worth more than JPMorgan Chase. The valuation increase follows AMD's advancements in memory technology, pushing its value toward $900 billion.

AMD, primarily known for CPUs, is gaining traction in AI chips. A Citi analyst argues Wall Street is underestimating Meta's potential spending on AMD's AI chips.

Delos Data, a startup backed by former Intel and Barefoot Networks executives, introduced a modular server platform at COMPUTEX 2026 to help AI chip startups achieve rack-scale systems with reduced complexity. The platform uses OAM sockets and 36 OSFP ports to enable high-bandwidth interconnects, offering flexibility in networking and scalability compared to solutions from AMD, Nvidia, and AWS.

China is planning a $295 billion AI data center buildout, requiring state firms to source at least 80% of technology, including AI chips, from local suppliers. This initiative aims to exclude foreign companies like Nvidia and AMD.

AMD is investing £2 billion over five years to develop AI supercomputers in the U.K., including new systems at Cambridge and partnerships with Imperial College London. The commitment focuses on advancing AI research and infrastructure.

AMD's Radeon RX 9070 GRE is priced at $549, the same as the original RX 9070, but features 85% as many GPU cores, 75% as much memory, and 66% as much memory bandwidth. The article criticizes this as an example of 'GPU shrinkflation,' where consumers pay the same price for a significantly less capable product amid rising GPU prices due to AI-driven RAM shortages.

AMD captured 33.2% of the server CPU market in Q1 2026, driven by strong growth in AI server demand, while overall x86 processor shipments declined. Intel's server CPU shipments remained flat, and its client CPU market share increased slightly due to supply constraints affecting AMD's desktop performance.

Nvidia is expanding its AI competition to laptops, shifting the focus from data centers. The company is entering a new phase of rivalry with Apple, Intel, AMD, and Qualcomm.

The MSI Claw 8 EX AI Plus handheld features Intel's new Arc G3 Extreme graphics, powered by the Panther Lake laptop chip on the 18A process. The device demonstrates significant performance and battery life improvements, potentially positioning Intel as a leader in portable gaming chips despite recent challenges.

Nvidia announced new PC chips as part of CEO Huang's strategy to dominate the AI stack, causing stock declines for AMD, Intel, and Qualcomm due to perceived market threat.

AMD's Radeon RX 9070 GRE is now available globally at $549 and is described as a solid performer. The GPU is marketed as a more affordable option in a high-priced market.

AMD announced extended support for its AM5 socket until 2029 and re-released the Ryzen 7 5800X3D 3D V-Cache processor for AM4. The AM5 extension adds 2-4 years to its original timeline, while the AM4 chip aims to reduce bottlenecks with high-end GPUs.

Computex 2026 in Taipei features major tech announcements including Nvidia's RTX Spark chips for laptops and mini PCs, Intel's Arc G3/G3 Extreme chips for handhelds, Qualcomm's Snapdragon C platform targeting MacBook Neo, and AMD's extended AM5 support. Acer, MSI, and Dell are launching new devices like the Predator Atlas 8, OLED gaming monitors, and XPS 13 revivals.

Nvidia unveiled RTX Spark superchips combining CPU and GPU capabilities to power new AI personal computers from Microsoft and Dell, aiming to reinvent PCs for AI-driven tasks. The move challenges Intel and AMD as Nvidia seeks to expand its AI chip dominance beyond data centers.

Intel plans to release an AI chip by year-end using cheaper memory and cooling technology compared to Nvidia and AMD. The 'Crescent Island' GPU targets AI 'inference' tasks rather than model training, where Nvidia dominates.

Nvidia has launched an AI-powered 'superchip' called RTX Spark PC, designed for Microsoft Windows to enable AI agents to replace traditional mouse and keyboard inputs. The chip aims to integrate advanced AI capabilities into laptops and desktops, positioning Nvidia against competitors like Intel, Apple, Qualcomm, and AMD.

Nvidia has launched an AI-powered 'superchip' called RTX Spark PC chip for Microsoft Windows, aiming to replace traditional mouse and keyboard inputs with AI agents. The development positions Nvidia in a competitive landscape against Intel, Apple, Qualcomm, and AMD in the AI chip market.

Nvidia and Microsoft announced PCs powered by the RTX Spark chip designed for AI agents. Intel and AMD shares fell more significantly than Nvidia's stock rose following the announcement.

Nvidia introduced a new RTX Spark superchip combining CPU and GPU capabilities to power AI personal computers, with Microsoft and Dell launching models later this year. The chip aims to bring advanced AI functions to laptops and desktops, challenging rivals Intel and AMD, and Nvidia's stock rose 4% following the announcement.

Nvidia announces the RTX Spark, its first PC chip aimed at competing with Intel, AMD, Apple, and Qualcomm. The chip is claimed to be 'the most efficient PC chip ever built' but lacks supporting data. The RTX Spark is based on the GB10 chip used in the DGX system.

Intel's Diamond Rapids Xeon will increase core counts to 192, a 50% jump from the previous generation, but will eliminate Hyperthreading (SMT). The next Xeon, Coral Rapids, may reintroduce SMT, while AMD's 256-core Epyc Venice is expected to outpace Intel's offering in core count and potential market timing.

AMD is relaunching three older components and promising support for its AM5 desktop motherboard socket with new Ryzen processors through 2029, allowing users to upgrade CPUs without replacing their motherboard until 2030. The company also mentions continued support for the older AM4 socket.

AMD has introduced the Ryzen 7 7700X3D at $329 and reintroduced the 5800X3D at $349, both targeting gaming-focused consumers. The processors are positioned as cost-effective options in the current economic climate.

AMD's Radeon RX 9070 GRE graphics card is now available for purchase. It is finally available outside of China.

The US Department of Commerce has taken steps to block the export of advanced AI chips like Nvidia's Rubin and Blackwell, and AMD's MI350x to Chinese firms operating outside China, addressing a loophole that allowed these chips to reach subsidiaries in countries like Malaysia.

AMD is reintroducing Linux support for the BASIC version of Vivado, a tool used for FPGA development. The move addresses user demand for cross-platform compatibility.

AMD's Zen 5 architecture demonstrates performance improvements through Cache Aware Scheduling in PostgreSQL and Valkey benchmarks. The article highlights specific gains in database and in-memory computing workloads.