The Hot Take: Apple to me is starting to look better and better I hate to say it.
It wouldn't be Google if it did not somehow try to hobble its Tensor-class chips. And, this unfortunate trend appears all set to continue with the upcoming Tensor G6 SoC, which is quite likely to sport a GPU that launched all the way back in 2021! A new leak indicates that the Google Tensor G6 chip will sport the PowerVR CXT-48-1536 GPU that debuted in 2021 As our readers would be well aware, we had ripped into Google a few months back for using generations-old ARM CPU cores within the Tensor G5 chip. Thankfully, as per recent leaks, Google has [ā¦]Read full article at https://wccftech.com/google-tensor-g6-chip-likely-to-launch-with-an-ancient-gpu-that-debuted-around-5-years-back/
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The Hot Take: Will be interesting to see where this goes. I'm wondering what type of cooling/heating this will bring using this medium over what it's replacing.
Amkor says that Glass Substrates, a packaging technology replacement for CoWoS spearheaded by Intel, is set for commercialization within 3 years. Intel-Partner, Amkor, Says Glass Substrates Will See First Commercialization Within Three Years Advanced Packaging is key to any major foundry business as chips are getting more and more complex to meet growing compute and memory demands. TSMC is the single-most important advanced packaging provider in the world thanks to its CoWoS 2.5D technology. Current chip requirements involve integration of HBM and logic chips in a single package & the number of HBM chips is expanding aggressively. Recently, OpenAI showcased [ā¦]Read full article at https://wccftech.com/intel-backed-glass-substrates-tech-will-be-commercilization-ready-within-three-years/
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The Hot Take: Interesting, is this feedback because people STILL want high performance parts? To me it looks like they've all been trying to push us to mid-range devices that we're not supposed to own either.
NVIDIAās plans to enter the APU market are becoming clearer, as new leaks outline the specifications and timeline for its upcoming N1X SoC. The chip represents a shift for NVIDIA, combining an Arm-based CPU with a Blackwell GPU in a single package aimed at high-performance laptops and compact desktop systems.
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The Hot Take: We need the market to get a flood of these CUDIMMs as it seems they're capping classic DDR5 to 6400mt/s from the looks of it. New intel chips support this standard and it seems the only way to break that 6400mt/s barrier now.
Memory profiles rarely sound excitingāuntil a system starts acting up, fails to boot, or turns into a test of patience with manually adjusted timings. AMDās EXPO 1.2 isnāt exactly the kind of thing youād see on a big stage with a smoke machine, but itās a thoroughly important update for AM5. Itās about DDR5 compatibility, [ā¦]
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By ckasprzak | TkOut
| April 29, 2026 |
Hardware
The Hot Take: I support this, the soldering and making everything toss away electronics is maddening.
"California, Colorado, Minnesota, New York, Connecticut, Oregon and Washington have all passed comprehensive right-to-repair regulations," reports CNBC, "covering everything from consumer electronics and farm equipment to wheelchairs and automobiles."
And the consumer movement "continues to gain political momentum" across America...
As of this year, advocates are tracking 57 right-to-repair bills across 22 states. In Maine, the state senate just advanced a bill that would bring the right to repair to electronics in the state. Texas's new right-to-repair law kicks in on Sept. 1 and covers phones, laptops, and tablets, but excludes medical and farm equipment, and game consoles.... [U.S.] Senator Ben Ray LujƔn (D-NM) and Josh Hawley (R-Mo.) are unlikely political bedfellows but have joined together to sponsor the REPAIR Act... The REPAIR Act would require automakers to give vehicle owners, independent repair shops, and aftermarket manufacturers secure access to vehicle repair and maintenance data, preventing manufacturers from funneling consumers into their own exclusive and more expensive dealership repair networks... Hawley criticized big corporations in his arguments in favor of right-to-repair legislation.
"Big corporations have a history of gatekeeping basic information that belongs to car owners, effectively forcing consumers to pay a fixed price whenever their car is in the shop," Hawley told CNBC. "The bipartisan REPAIR Act would end corporations' control over diagnostics and service information and give consumers the right to repair their own equipment at a price most feasible for them." The largest small business lobby in the U.S., the NFIB, says 89% of its members support right-to-repair legislation, making it a top legislative priority for 2026.
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The Hot Take: I'm wondering if they're holding out to see if China catches up to ASML's equipment as I know they are dumping boat loads of money to try and catch up to ASML's monopoly.
ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had originally expected TSMC to adopt it first, but the company has held back. TSMC Senior Vice President of Global Business Kevin Zhang stated at the North America Technology Symposium that there are currently no plans to introduce High-NA EUV before 2029, mainly because "it's too expensive!" This decision also reflects how TSMC is shifting competition focus from equipment to process integration and cost efficiency.
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The Hot Take: And you get Ai, you get Ai and you get Ai!
Apple's new CEO is very hopeful for how AI can transform the company.
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The Hot Take: Good new as this should help stave off an Nvidia buy out but we'll have to see if it's enough.
Intel's stock price soared 24% Friday. It's the stock's largest single-day spike since since October 1987, reports CNBC, "as investors cheered signs of renewed growth due to mounting artificial intelligence demand."
The stock closed at $82.57 and is now up 124% this year after jumping 84% in 2025. Friday's rally topped a 23% gain for the stock on Sept. 18, when Nvidia agreed to invest $5 billion in the company... "INTC's new CEO fixed the balance sheet, and is executing on a strategy that appears to have put INTC back on the competitive track," analysts at Evercore ISI wrote in a report after earnings, upgrading the shares to the equivalent of a buy rating.
First-quarter revenue topped estimates and rose 7.2% to $13.58 billion from $12.67 billion a year earlier. In five of the prior seven quarters, the company posted year-over-year declines in revenue...
The rally on Wall Street marks a stark turnaround for the U.S. chipmaker, which lost 60% of its value in 2024, leading to the ouster of Pat Gelsinger as CEO in December of that year... Intel's data center business is driving much of the current growth. Revenue jumped 22% from a year earlier to $5.1 billion, as AI fuels renewed demand for central processing units. Analysts at Citi upgraded the stock to a buy from a neutral rating, anticipating an uplift in CPU sales for all suppliers over the next few years.
Besides Tesla, Intel's CEO said Thursday that "multiple customers" are "actively evaluating the technology" their new 14A chip technology, according to CNBC, and that 14A development is happening faster than its 18A technology.
The sudden spike in Intel's stock price makes the stock chart look almost like a straigbht line up. Last August it was selling for less than $20 a share ā so it's quadrupled in value less that nine months.
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The Hot Take: Not good, but then again would need to happen if Nvidia is planning on buying intel. We all loose a third wheel market option and we're going to continue having high prices.
New leaks claim that Intel's upcoming Xe3P graphics architecture won't feature any discrete gaming GPUs, and even the next-gen Xe4 lineup isn't confirmed to. Intel is instead prioritizing the datacenter and workstation segments for new graphics IP, and is featuring them on mobile parts.
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The Hot Take: It appears they definitely woke a sleeping giant....
Intel's next-gen Xeon "Diamond Rapids" CPUs will offer up to 512 cores, while Coral Rapids will bring back SMT on 8-channel platforms in 2028. Intel Diamond Rapids 16-Channel Slips Into 2027, Features Up To 512 Cores Intel Diamond Rapids "Xeon" CPUs were going to launch this year, but delays in plans have pushed it to 2027. The delay can be attributed to several reasons, such as yields and the fact that the 8-channel line was cancelled. Now, Intel plans to launch Diamond Rapids "Xeon" CPUs in 2027. As per Jaykihn, Intel's mid-2027 plans for Diamond Rapids include a volume launch [ā¦]Read full article at https://wccftech.com/intel-diamond-rapids-xeon-2027-512-cores-16-channel-memory-coral-rapids-smt-in-2028/
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