ASML’s near monopoly feels the heat
AI’s favourite chip etcher hit by delays, tariffs and shaky demand
ASML might hold a near-monopoly on the machines that make advanced chips, but even kings can wobble.
Samsung braces for worst quarter
US chip curbs and HBM3E delays dent profit forecast
Samsung Electronics stunned markets by forecasting a 56 per cent plunge in second‑quarter operating profit to Won 4.6 trn (€3.3 bn, which is its weakest performance in six quarters.
Intel’s Arrow Lake Refresh arrives soon
New chips try to plug the gap until Nova Lake shows up
Troubled Chipzilla is preparing to flog an ‘Arrow Lake Refresh’ update in the second half of this year, offering a mild clock boost and a swapped-out neural processing unit in a bid to stay relevant in a desktop market that’s increasingly swinging red.
Hardware tool plays catch-up as GPU and CPU launches pile up
CPU-Z has rolled out version 2.16 of its well-worn hardware tool, and this one lands with support for a host of newly released GPUs and CPUs.
DeepSeek and Alibaba muscle into markets as Western firms squabble over premiums
The Wall Street Journal reckons China is building an AI ecosystem that dodges US influence and the rest of the world seems happy to go along with it.