March 12, 2026

AMD specific news

AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips, paper saysedit

Lisa Su is expected to visit South Korea on March 18 to meet Jay Y. Lee to discuss securing supplies of high-bandwidth memory (HBM) chips used in AI processors. The visit also includes talks with Naver on potential cooperation in data-center semiconductors and sovereign AI infrastructure, amid surging global demand for AI memory chips.

Publication: The Economic Times

Competition in news

NVIDIA rumored to unveil an x86 CPU built with Intel at GTC 2026edit

Rumors are beginning to swirl ahead of NVIDIA GTC 2026, suggesting that NVIDIA could be preparing a surprising announcement. According to recent reports and chatter, the GPU giant may unveil an x86 CPU developed in collaboration with Intel during the event.

Publication: Sports Keeda

Nvidia CEO Says AI Will Create Massive Demand For Skilled Workersedit

Artificial intelligence may transform the global economy, but it is unlikely to eliminate jobs on the scale many fear, according to Jensen Huang, founder and chief executive of Nvidia.

Publication: Business World

Nvidia signs $2-bn deal with Al data centre firm Nebiusedit

NVIDIA Said On Wednesday it will invest $2 billion in artificial intelligence cloud company Nebius, adding to the chipmaker’s growing list of investments in Al firms.

Publication: The Financial Express

Intel announces Core Ultra 200S Plus desktop processorsedit

Intel has announced its Core Ultra 200S Plus desktop processors, expanding its Core Ultra lineup with new unlocked chips aimed at gamers, enthusiasts, and creators. The lineup includes the Core Ultra 7 270K Plus and Core Ultra 5 250K Plus (with KF variants without integrated graphics). The processors offer higher core counts, faster DDR5 memory support up to 7200 MT/s, and improved gaming and multithreaded performance. They will be available from March 26, 2026, starting at $199.

Publication: Digit

Industry news

The AI boom is creating a new chip problem for carmakersedit

New Delhi: India’s automakers could be heading toward another semiconductor supply squeeze—this time triggered by the artificial intelligence (AI) boom.

Publication: Live Mint

STMicroelectronics propels new era of ultra-wideband technology for automotive and smart device applicationsedit

This UWB chip family combines extended range with greater processing power and robustness to enable new and improved automotive, consumer, and industrial use cases, including secure digital access control, presence and motion sensing, and precise approach detection.

Publication: BIS Infotech

Japan aims to sell eight times more chips in 2040 as in 2020edit

Japan has set a new sales target for domestically produced microchips, with the country aiming for an eightfold increase by 2040 compared with 2020 levels. In its 1980s heyday, the Asian country boasted around half the share of the global semiconductor market, the government says.

Publication: ET Manufacturing

AI not cutting jobs yet, but entry-level hirings show early signs of slowdownedit

In India, the findings come at a time when large IT services firms are still hiring fresh graduates, though hiring patterns remain uneven across the industry. Infosys CFO Jayesh Sanghrajka said during the company’s Q3 earnings press conference that they had hired about 18,000 freshers so far in FY26 and is on track to onboard about 20,000 during FY26.

Publication: The New Indian Express

AI boom pushes global semiconductor sales to record $795 billion in 2025edit

The global semiconductor industry reached a record $793–$795 billion in sales in 2025, growing about 21% year-on-year, largely driven by the surge in AI-related chips such as GPUs, high-bandwidth memory, and networking components used in data centres. AI semiconductors accounted for nearly one-third of total chip sales, with companies like Nvidia leading the market. Strong AI infrastructure spending is expected to push the industry close to $1 trillion in revenue by 2026.

Publication: VAR India

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