Year: 2025
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4Q24 Processor Market: AMD, Intel, Microchip, and Nvidia Q4 Earnings Review
Every quarter we examine earnings from an illustrative set of processor companies targeting data-center, PC, and embedded markets.
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MIPS Targets Physical AI to Fuel Next Growth Phase
MIPS is developing an AI accelerator and a CPU subsystem for real-time processing. The S8200 NPU and M8500 subsystem target industrial and automotive applications. MIPS will produce an M8500 chip as a reference for customers evaluating custom MCUs based on the subsystem.
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Bolt Graphics Seeks to Disrupt HPC and Rendering with Zeus GPU
Bolt Graphics is developing Zeus, a RISC-V-based chiplet GPU for rendering and HPC, not AI. To challenge Nvidia and AMD, it promises 10x faster path-tracing, massive memory, and unique Ethernet connectivity.
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Arm Cortex-A320 Is a Better Little Cortex Upgrade
Offering 15% faster integer performance and a 6× INT8 matrix-multiplication boost over the Cortex-A53, the Arm Cortex-A320 is a better upgrade than the Cortex-A520 for industrial and consumer SoCs—especially for AI-enabled applications.
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Ceva-XC23 and XC21 DSPs Power Next-Gen Wireless Modems
Targeting 5G Advanced, 6G, RedCap, and NTN satellite designs, Ceva has unveiled the XC23 and XC21 DSPs for chips targeting everything from low-cost IoT devices to base stations.
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MediaTek is Bringing AI Everywhere
MediaTek is at MWC showcasing several processor and processor-adjacent technologies, including a satellite-capable modem, 224G serdes, and a processor for e-cockpits. From the M90 modem and the serdes are the most significant, but from a processor (XPU) viewpoint, the Dimensity Auto has the greatest disruptive potential.