Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
Qualcomm's Investor Day revealed the Dragonfly brand, alongside a multi-generation agreement with Meta for a custom CPU. Qualcomm aims for strong competition in data…
Qualcomm is acquiring Modular, the vendor-neutral stack that runs AI models on any chip. The phone NPU benefit is a side effect. The real…
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
Over 75 data center projects worth $130 billion were blocked in Q1 2026 alone, matching all of 2025 in three months. The bottleneck is…
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase. Modular specializes…
A paper on temporal entanglement entropy suggests time might emerge from quantum systems rather than being fundamental. Here's why the infrastructure being built in…
Xiaomi recently launched a high-performance electric SUV and a competitive smartphone, the Xiaomi 17. While its phone business thrives in China, it struggles in…
The ASML lithography monopoly is the most complete chokepoint in tech. High-NA in fabs, Hyper-NA ahead, China capped, one company holding it all up.…
Snapdragon Insider bias declared. Qualcomm's AI200 data center card plus the five-form-factor Hexagon NPU strategy is a bet that inference is where the real…
TSMC's A16 node brings backside power delivery (Super Power Rail) in 2026, answering Intel's 18A and opening the angstrom era for AI and HPC…
Midjourney's full-body ultrasound scanner promises 60-second scans. The prototype takes 20 minutes and has scanned just 12 people.
Reflecting my journey with Nothing's products, starting with Phone (1) in 2021. Despite initial challenges in the US market, including limited support, the launch…
Qualcomm's Snapdragon Reality Elite puts the NPU first: 48 TOPS, Android XR, and the XREAL Aura. Here's what the chip actually changes for XR…
NVIDIA's data center revenue surpassed $100 billion in fiscal 2026, bolstered by innovations like the Blackwell B200, which significantly enhances performance. The acquisition of…
Qualcomm's Snapdragon Reality Elite lands 48 TOPS of on-device AI compute in XR headsets, a 160% NPU jump over the XR2+ Gen 2 that…