AMD specific news
AMD announces Ryzen 7 9850X3D, targeting gamers as GPU prices climbedit
According to AMD’s internal testing, the Ryzen 7 9850X3D delivers up to a 27% average gaming performance improvement compared to Intel’s Core Ultra 9 285K across a broad set of titles. The emphasis, as with earlier X3D chips, remains on real-world gaming workloads rather than peak synthetic benchmarks.
Publication: The Economic Times
AMD Ryzen AI Processors Power AI-Driven Automotive & Industrial Experiencesedit
“As industries push for more immersive AI experiences and faster on-device intelligence, they need high performance without added system complexity,” said Salil Raje, senior vice president and general manager, AMD Embedded.
Publication: EET Asia
Competition in news
Nvidia’s Synthesia wants its talking AI avatars to recruit and trainedit
Victor Riparbelli, Synthesia’s chief executive, described the new product as a way to meet the demand from companies to upskill employees using automation. We re providing one part of the solution today, he said in an interview.
Publication: The Economic Times
Nvidia invests $2 billion more in CoreWeave, offers new chipedit
That means Nvidia will be challenging processors from Intel Corp. and Advanced Micro Devices Inc. inside data centers. The Vera product also could offer an alternative to in-house components that cloud providers use, such as Amazon.com Inc.’s Graviton.
Publication: Hindustan Times
Intel Could Take the Handheld Crown From AMD With Panther Lakeedit
That’s one of the reasons, after all, why Valve elected to toss a 15W custom AMD APU in the Steam Deck, otherwise it’d run out of battery after an hour like these other handhelds. That was also the driving force behind AMD’s Z-series chips, starting with the Z1 Extreme that showed up in the ROG Ally and the original Legion Go.
Publication: IGN
Nvidia Rising as AI Reorders Data Centre Mktedit
The AI boom has reordered the pecking order in the data centre market in just a few years catapulting firms such as Nvidia as the dominant player in the industry even as traditional chipmakers like Intel lost ground. As AI workloads continue to grow, this shift is expected to deepen in the coming years. Tanya Pandey breaks down how market share has changed over time and where the industry appears to be headed. (AMD).
Publication: The Economic Times
Samsung to start HBM4 deliveries to Nvidia in Febedit
Samsung has been trying to catch up with cross-town rival SK Hynix, a primary supplier for advanced memory chips crucial for Nvidia’s AI accelerators, after supply delays had hit its earnings and share prices earlier last year. South Korean newspaper Korea Economic Daily reported on Monday that Samsung passed HBM4 qualification tests for Nvidia and AMD and will start shipping to Nvidia next month, citing chip industry sources.
Publication: Business Standard
Nvidia has replaced Apple as Taiwan semiconductor s largest clientedit
The wave of artificial intelligence is reshaping the landscape of the global semiconductor supply chain. Nvidia CEO Jensen Huang recently revealed that, thanks to the explosive demand for AI processors, the company has replaced Apple as Taiwan Semiconductor (TSM.US)$the largest customer currently.
Publication: Communications Today
China allows Alibaba, others to prep Nvidia ordersedit
Chinese officials have told the country’s largest tech firms, including Alibaba Group, they can prepare orders for Nvidia H200 AI chips, suggesting Beijing is close to formally approving imports of components essential to running artificial intelligence.
Publication: The Economic Times
Nvidia board member Persis Drell after over a decade: What SEC filing saidedit
Nvidia director Persis Drell has resigned from the company’s board of directors, says a CNBC report. In a filing with the US Securities and Exchange Commission, Nvidia revealed that Drell, 70, stepped down to pursue a “new professional opportunity”.
Publication: The Times of India
Samsung Nears Nvidia’s Approval for Key HBM4 AI Memory Chipsedit
Samsung Electronics Co. is getting close to securing certification from Nvidia Corp. for the latest version of its AI memory chip, called HBM4, making progress in narrowing the gap with rival SK Hynix Inc.
Publication: Live Mint
Intel confirms Nova Lake launch for late 2026edit
Intel has officially confirmed that its next-generation desktop processor family, codenamed “Nova Lake,” is scheduled to launch at the end of 2026. The company made this announcement during its Q4 2025 earnings call and provided a timeline for the highly anticipated CPU architecture.
Publication: Sports Keeda
Intel shares tumble after weak outlook flags manufacturing strainedit
Intel Corp. shares suffered a steep fall after the company delivered a downbeat outlook for the first quarter, citing ongoing manufacturing challenges and lower-than-expected financial guidance.
Publication: Var India
Intel India calls for privacy-driven AI growth as Centre advances data protection lawsedit
Intel India is working on technology architectures to safeguard AI models and data, while India develops its regulatory framework under the Digital Personal Data Protection (DPDP) regime, the company’s Chief Executive Officer Gokul Subramaniam told on Friday.
Publication: ET Telecom
Intel boost on India-China border, Delhi aims to deter fresh PLA transgressionsedit
The home ministry has asked central security agencies to deploy more intelligence officials in “sensitive” zones along the Line of Actual Control, looking to increase vigil and avert further Chinese incursions, government sources said on Saturday.
Publication: The Telegraph
Intel CEO Lip-Bu Tan gives shareholders the ‘disappointing’ news: We are not able to…edit
Intel’s CEO Lip-Bu Tan addressed investors with a candid admission on Thursday, saying he’s “disappointed that we are not able to fully meet the demand in our markets.”
Publication: Gadgets Now
Intel suffers worst decline in 17 months after weak forecastedit
Earlier this month, Intel announced that the Panther Lake design for processors was now available in devices — with Tan touting their capabilities at the CES trade show in Las Vegas. Intel is locked in a race with rival Advanced Micro Devices Inc. and would-be interlopers such as Qualcomm Inc. for leadership in what they hope is a new era of AI-capable personal computers.
Publication: Money Control
Intel shares tumble as supply chain snarls hamper turnaroundedit
But the company was caught off guard by the demand surge and cannot keep up even as it runs factories at capacity. It also warned a spike in memory chip prices could dampen sales in the PC market, where its new “Panther Lake” PC chips were expected to spark a comeback after years of market share losses to AMD .
Publication: The Economic Times
Nvidia may finally be coming for Intel and Qualcomm with gaming-ready Arm laptop chipsedit
Nvidia is expected to launch its first consumer Arm laptop processors, N1 and N1X, potentially this quarter, with the N1X arriving in early 2026. Lenovo and Dell are preparing multiple laptops, including gaming models, challenging Intel and AMD. Early leaks suggest impressive performance, hinting at a new era for Windows on Arm devices.
Publication: The Times of India
Prepare orders for Nvidia chips: China to firmsedit
Regulators have recently granted in-principle approval for Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. to move to the next stage of preparations for purchases, people familiar with the mat-ter said.
Publication:
Nvidia CEO Jensen Huang in Shanghai amid China regulatory headwindsedit
Nvidia CEO Jensen Huang is in Shanghai, a person briefed on the matter said on Saturday, as the U.S. chip giant faces fierce competition from local rivals and scrutiny from Chinese authorities.
Publication: The Sunday Guardian
Intel shares drop on supply chain woesedit
Also weighing on Intel’s forecast was the global memory supply shortage where price hikes are expected to dampen end-market demand in the personal computer market Intel’s biggest segment, where its new “Panther Lake” PC chips were expected to spark a comeback after years of market-share losses to AMD.
Publication: The Sunday Guardian
Partner in news
ASUS Initiates Review of 800-Series Motherboards Amid CPU Concernsedit
Since the launch of AMD’s flagship gaming CPU, users have raised alarms about compatibility concerns. The Ryzen 7 9800X3D is designed for high-performance gaming, making any issues particularly alarming for enthusiasts and professionals reliant on stability and reliability in their setups.
Publication: India News Network
Industry news
Semiconductors and AI Driving India’s Geoeconomic Riseedit
India is rapidly repositioning itself as a pivotal player in the global economy, driven by large-scale investments in semiconductor manufacturing and the accelerating adoption of artificial intelligence (AI), according to a new report from KPMG released at the World Economic Forum 2026.
Publication: EE Times India
India’s semiconductor sector eyes Budget 2026 for execution pushedit
India’s semiconductor sector enters Union Budget 2026 at a crucial stage, with industry leaders calling for a sharper focus on execution, timely incentives and value creation rather than just capacity build-up.
Publication: Money Control
Chinese automakers and government discuss chip shortage and exportsedit
An automotive industry meeting attended by multiple Chinese government departments including the state planner and industry ministry discussed intense sector competition, chip shortages and exports among other issues, the China Association of Automobile Manufacturers ( CAAM ) said on Monday.
Publication: The Economic Times
India’s First Major Semiconductor Win As US Chipmaker Micron’s Gujarat Facility Set To Start Commercial Production Next Monthedit
India s ambitions to establish itself as a global semiconductor manufacturing hub are poised to take a significant leap forward next month when Micron Technology s $2.75 billion assembly and test facility in Gujarat begins commercial production.
Publication: Swarajya Mag
Semiconductor pilot production begins, commercial output soonedit
India has started a new semiconductor industry and that lithography, which involves printing the circuit on the wafer, is the most complex and precision-intensive process in the entire semiconductor manufacturing chain, according to the government.
Publication: Telangana Today
India on track for semiconductor commercial production by 2026; AI investments may hit $150 billion: Ashwini Vaishnawedit
Union Minister for Electronics and Information Technology Ashwini Vaishnaw said that India is on track to begin commercial production of semiconductors in 2026.
Publication: Fortune India
Davos 2026: India emerging as a key global electronics manufacturing hubedit
India is steadily positioning itself as a key global manufacturing hub for electronics, driven by strong policy support, a skilled workforce and growing confidence among multinational companies, Qualcomm President and CEO Cristiano Amon said at the World Economic Forum (WEF) Annual Meeting in Davos on Thursday.
Publication: Var India
World’s Trust in India’s Semiconductor and AI Sectors is Growing, Investment Will Also Increase: Vaishnawedit
Union Minister for Electronics and Information Technology Ashwini Vaishnaw said that the world’s confidence in India’s progress in the fields of semiconductors and artificial intelligence (AI) is continuously increasing.
Publication: Amar Ujala
The silicon curtainedit
“If the 20th century ran on oil and steel, the 21st century runs on compute and the minerals that feed it,” declared Jacob Helberg, U.S. Undersecretary for Economic Affairs, as America launched a chip supply chain alliance to “build the AI ecosystem of tomorrow — from energy and critical minerals to high-end manufacturing and models”.
Publication: The Hindu
Indian IT mega deals rise on AI pushedit
In October-December, Cognizant Technology Solutions Corp, Tata Consultancy Services Ltd and Infosys reported three mega deals combined, the most in nine quarters, according to their earnings filings.
Publication: Hindustan Times
Government should focus on funding regional AI infrastructureedit
Industry leaders also expect a strong emphasis on data centre development. Deepak Kedia, CFO, Mastek Group says recognising data centres as essential national infrastructure, like roads and airports, could accelerate approvals and investments.
Publication: Deccan Herald
Disclaimer - For AMD Internal Use Only
