2 – Breaking News & Latest Updates 2026
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Chips

Dominic Preston
Dominic Preston
Qualcomm holds Arm at bay.

It’s claiming a “complete victory” in the companies’ legal battle over licensing, after a judge dismissed Arm’s attempt to have December’s jury trial either thrown out, or held all over again. Of course, Arm plans to appeal, leaving the chip industry’s biggest frenemies stuck in court a little longer.

Dominic Preston
Dominic Preston
Arm nixes Cortex.

If you care about who makes the processors that MediaTek, Samsung, and more use in their smartphone chips, you’ll want to know that Arm has released new CPUs and GPUs named Lumex. It marks the end of its “Cortex” cores, which now get boring names like “C1-Ultra” and “C1-Pro.”

Sean Hollister
Sean Hollister
AMD is selling record numbers of CPUs at Intel’s expense.

AMD just reported its Q2 2025 earnings, and it’s attributing a new quarterly revenue record of $7.7 billion to one particular thing: “record server and PC processor sales.” And while AMD doesn’t mention its flagging competitor Intel, it seems many are turning to Team Red: AMD just crossed 40 percent market share for the first time on the Steam Hardware Survey of PC gamers, and it may have 40 percent server market share soon too.

Data center wasn’t the big driver this quarter, BTW: there was a surge in consumer gaming and client chips.
Data center wasn’t the big driver this quarter, BTW: there was a surge in consumer gaming and client chips.
Image: AMD
Dominic Preston
Dominic Preston
TSMC’s US chips come at a premium.

Five to 20 percent, to be a little inexact. That’s according to AMD CEO Lisa Su, who told Bloomberg that components from TSMC’s Arizona facilities will cost more than similar parts made in Taiwan, but says it’s worth it for diversifying supply chains.

AMD is expecting its first Arizona-made chips by the end of the year.