Reading Time : 2 minutesThe global server CPU market is entering a period of sustained tension as AI demand accelerates faster than supply can adapt. Intel and AMD are locking in longer deals with Chinese firms, exposing pricing pressure, extended lead times, and gaps in export controls. The shift suggests deeper structural changes in how computing resources are secured and distributed worldwide.
Reading Time : 2 minutesThis developing story highlights the delicate balance between geopolitics and global technology markets. AMD’s engagement with China reflects broader industry tensions, where access to one of the largest tech ecosystems collides with regulatory constraints. The outcome may shape not only corporate strategies but also the future structure of the global semiconductor landscape.
Reading Time : 3 minutesAMD’s 84-core EPYC 8005 “Sorano” processors target vRAN’s cost crunch with LDPC acceleration and edge-optimized design, backed by Ericsson and Samsung. A bold challenge to Intel in telecom’s high-stakes edge race.
Reading Time : 2 minutesAMD has hit a milestone, surpassing 40% CPU share in Steam’s global hardware survey. With gamers increasingly choosing Ryzen processors for their performance and value, Intel’s long-held dominance is fading. Though this reflects gaming trends more than the full market, AMD’s steady climb shows how user preferences are reshaping the CPU landscape.
Reading Time : 2 minutesAMD will start producing high-end CPUs at TSMC’s Arizona plant, accepting a 5–20% cost increase per wafer. CEO Lisa Su views this as a necessary price for supply chain resilience and future-proofing production amid global uncertainty.
