Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
Elon Musk announced SpaceX's exclusive partnership with Nvidia during an earnings call, securing advanced hardware for AI satellite operations. SpaceX disclosed significant investments in…
AMD has agreed to acquire Taalas, a startup focusing on specialized inference silicon that embeds trained model weights directly into chips, enhancing efficiency but…
Five years ago, creating a 7nm-class chip without EUV was deemed irrational. SMIC achieved it, but claims about its N+3 node density remain unverified.…
CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially challenging Samsung…
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Samsung and SK Hynix have quietly tested Chinese chip manufacturing tools from AMEC in their Chinese factories for two years, amid concerns over U.S.…
Alibaba's Qwen team launched the Qwen3.8-Max, a 2.4 trillion parameter model, outperforming competitors in key benchmarks. While it promises "open weights" soon, skepticism remains…
Qualcomm's push into data-center inference, Windows-on-ARM laptops, and car cockpits is an escape plan from a shrinking smartphone annuity. Where its power-efficiency edge actually…
Apple delayed its smart glasses for privacy reasons, Meta walked back a feature cap after backlash, and Samsung is selling durability instead of specs.…
JASM's Kumamoto fab reported a $29 million net profit in Q1 2026, rebounding from prior losses. This news, announced amidst production halts due to…
Qualcomm's aggressive 2026 strategy aims to reinvent the company amid threats from Apple's in-house chip development. They face pressures in the mobile sector while…
Qualcomm's recent agreement with the European Commission raises concerns about its suitability for Europe’s AI gigafactories, as it specializes in inference rather than training…
Qualcomm spent three years proving the Oryon cores it acquired from Nuvia were licensed under its own Arm deal. It won a final judgment…
MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…