Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Malaysia's new 30-day permit window on H100-class accelerators is the part of the directive that actually changes procurement, and the same export coalition is…
The Snapdragon X Elite NPU and NVIDIA's H20 are the same story from opposite ends of the compute stack. Memory bandwidth, not TOPS, decides…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
Qualcomm and Xiaomi renewed a 15-year partnership the same week Xiaomi shipped its own XRing O1 chip. The modem gap explains why both tracks…
xAI launched Grok 4 on July 9, improving upon Grok 3 with a focus on reasoning, math, and coding. The impressive Grok 4 cluster,…
Qualcomm's Snapdragon X Elite walked into Computex 2025 with 9% of the AI PC market. The custom Oryon core and 45-TOPS NPU deliver, but…
Gerard Williams III, former Apple architect, founded Nuvia to adapt Apple’s microarchitecture for a broader market, leading to Qualcomm's Oryon chip. The architecture features…
The Switch 2 is a powerful evolution of the original, featuring improved hardware and innovative control options. Despite pricing controversies, it’s positioned to become…
Xiaomi's new XRING O1 flagship system-on-chip boasts impressive specs, including over three million on AnTuTu and a powerful 10-core CPU, marking a significant advancement…
Computex 2025 in Taipei is dominated by AI agents going mainstream as Qualcomm, NVIDIA, Intel, and AMD all push next-generation PC platforms. The throughline:…
Qualcomm’s Q2 FY2025 results extend the record-breaking run: $10.8 billion in revenue, up 15% year-over-year. The AI smartphone super-cycle — driven by Galaxy AI,…
Qualcomm’s push into the PC market accelerates in 2025 with the Snapdragon X Plus hitting a new wave of mid-range and mainstream Windows laptops.…
Google ships Gemini 1.5 Pro with reasoning mode six months after OpenAI's o1, while AMD's MI300X accelerator signals the AI market's shift from training…
OnePlus kills the Open 2, and the real story is the OPPO group consolidation, the BBK empire's collapse, and why Motorola, not Samsung, is…
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