AMD specific news
Rashi Peripherals Wins AMD Ryzen Distributor of the Year India Awardedit
Rashi Peripherals Limited has been recognised with the AMD Ryzen Distributor of the Year India award at the AMD APJ Channel Executive Summit 2026 held in Bangkok, marking a significant achievement in its distribution journey within the Indian technology ecosystem.
Publication: Digital Terminal
AMD Ryzen 9 9950X3D2 Dual Edition processor with AMD 3D V-Cache announcededit
AMD has released the Ryzen 9 9950X3D2 Dual Edition CPU. It is the first desktop processor to use dual AMD 3D V-Cache technology. This new processor is based on the “Zen 5” architecture and has a large 208MB cache that is particularly intended to fulfil the needs of developers and content creators that deal with heavy workloads.
Publication: Gadget Bridge, Var India
Vinay Awasthi Joins AMD as SVP – Asia Pacific, Japan & India Salesedit
Vinay Awasthi has joined AMD as Senior Vice President – Asia Pacific, Japan & India (APJ) Sales, where he will lead the company’s regional sales strategy and execution across one of the fastest-growing technology markets globally.
Publication: HR Today
AMD Unveils Ryzen 9 9950X3D2 With Dual 3D V-Cache For Desktop PCs: Check Specs and Featuresedit
AMD has introduced the Ryzen 9 9950X3D2 Dual Edition, the first desktop processor featuring dual 3D V-Cache across both chiplets, delivering up to 208MB of cache. Built on the Zen 5 architecture with 16 cores and 32 threads, it is designed for developers and creators handling AI, rendering, and simulation workloads. The chip offers improved performance, efficiency, and remains compatible with existing AM5 platforms, targeting high-end desktop users.
Publication: Gizbot
Competition in news
QCOM stock surges over 8% today ahead of April 29 earnings: Can Qualcomm extend the semiconductor stocks rally fueled by Intel’s strong quarter?edit
Despite the rally, the bigger test is still ahead. Qualcomm is set to report fiscal second-quarter earnings on April 29. The company is guiding for revenue between $10.2 billion and $11 billion, with adjusted earnings per share in the $2.45 to $2.65 range, as per a Ts2.Tech report.
Publication: The Economic Times
NVIDIA becomes first company to hit $5 trillion market valueedit
NVIDIA has made history by becoming the first company ever to reach a market capitalization of $5 trillion. The chipmaker s valuation was around $5.08 trillion, surpassing tech giants like Alphabet ($4.1 trillion) and Apple ($3.97 trillion).
Publication: The Economic Times
Intel shares eclipse dot-com peak after blockbuster forecastedit
Intel Corp. shares hit a record high after the chipmaker delivered a sales forecast that shattered Wall Street expectations, showing that it’s finally benefiting from a boom in AI spending.
Publication: Money Control
Google plans to invest $40bn in Anthropicedit
expansion of an agreement announced earlier this month between Anthropic, Google and Broadcom Inc. Google’s tensor processing units are one of the best alternatives to Nvidia’s chips, making them a precious resource for AI developers.
Publication: The Times of India
Intel Soars on New Signs of AI Boom for CPUsedit
Rival AMD and Arm also gained more than 11% each on growing conviction that inference the process by which artificial intelligence answers user queries could restore central processing units to the heart of the industry after years of being eclipsed by graphics chips used in AI training. Nvidia, chip giant that has dominated AI boom, has also sensed the shift and braced for greater competition.
Publication: The Economic Times
Google Expands AI Infrastructure With NVIDIA Partnership and $185B Investment Planedit
Google is expanding its AI capabilities through a deeper partnership with NVIDIA and a planned $175–$185 billion investment in 2026. The initiative focuses on scaling AI infrastructure—data centres, advanced chips, and cloud systems—to support more powerful, autonomous AI applications. By integrating NVIDIA’s GPUs into its cloud ecosystem, Google aims to meet rising enterprise demand and strengthen its competitive position in the global AI landscape.
Publication: Analytics Insight
Industry news
Siemens and TSMC Strengthen AI Chip Partnership to Accelerate Next-Gen Semiconductor Designedit
Siemens and TSMC are doubling down on their partnership, and this time, it’s all about weaving AI deeper into chip design and manufacturing. The goal’s pretty clear: chips are only getting more complex, especially the ones powering AI, high-performance computing, and 5G.
Publication: BIS Infotech
India launches indigenous silicon photonics tech at IIT Madras in semiconductor self-reliance pushedit
Calling it a major milestone, Secretary MeitY S Krishnan said India’s progress in this space is keeping pace globally. “Silicon Photonics in India is matching with global state of the art.
Publication: Money Control
The Competition Is Outside, Not Within: L&T Semiconductor s CHROedit
Thirty-five years in HR across NGOs, manufacturing, FMCG, medical devices, and engineering gives you a certain clarity about what actually works — and what organisations only think works.
Publication: BW People
India’s Semiconductor Push: Why Execution Will Separate Momentum From Capacityedit
India’s Semiconductor Push: Why Execution Will Separate Momentum From Capacity. Semiconductor policy has become one of the clearest expressions of industrial ambition. Governments want domestic capacity. Investors want exposure to strategic manufacturing.
Publication: One India
AI chip surge elevates Taiwan, Korea in global equity rankingsedit
The shift is largely down to massive gains in shares of three companies that provide essential hardware for AI: Taiwan Semiconductor Manufacturing Co., the world’s largest chip foundry, and South Korea’s leading memory makers Samsung Electronics Co. and SK Hynix Inc.
Publication: Communications Today
US chipmakers hit record highs as Intel turbocharges AI rallyedit
Intel surged 22.3% to surpass its dotcom-era peak in 2000 following a robust revenue outlook that signaled strong demand for central processors (CPUs), with rivals AMD and Arm also climbing 11.8% and 8.1%, respectively. Nvidia, now the world’s most valuable company, rose 1.2%.
Publication: The Economic Times
AI chip boom lifts Taiwan, Korea in equity rankingsedit
Investors have become more cognisant of this role, with TSMC, Samsung and SK Hynix known as key suppliers to Al kingpin Nvidia Corp. TSMC shares have climbed more than 40% this year while the Korean duo have surged more than 80% each.
Publication: The Financial Express
AI chip boom lifts Taiwan, Korea in equity rankingsedit
The AI-driven semiconductor surge is reshaping global equity markets, pushing Taiwan and South Korea ahead of major European economies. Taiwan’s stock market has reached about $4.3 trillion, surpassing the UK, while South Korea is close behind. The rally is largely driven by gains in chip leaders like Taiwan Semiconductor Manufacturing Company, Samsung Electronics, and SK Hynix, which are key suppliers in the AI ecosystem. Strong chip demand, rising exports, and investor focus on semiconductors as a long-term growth driver have cemented Asia’s central role in the global AI economy, even as concerns remain about overdependence on tech stocks.
Publication: The Financial Express
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