Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
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…
China's yuan-denominated integrated circuit exports surged 88.7% in early 2025, driven by global AI demand, though currency depreciation and outsourced assembly inflate figures. Despite…
BMW has secured a decade-long partnership with Qualcomm as its primary provider for automotive computing systems, focusing on digital cockpit and advanced driving features.…
The European AI sector faces a significant challenge: while purchasing AI accelerators is quick, connecting them to the power grid can take seven to…
The European Union is investing ten billion euros in seven AI Gigafactories, aiming to enhance its AI computing capabilities amid competition from the US…
China's first homegrown immersion DUV lithography tool order includes five machines this year and twenty next year. This development signals a shift in the…
Huawei recently unveiled its new laptop processors, Kirin X90 Plus and XE90, at a HarmonyOS event in China. The chips refine existing designs but…
Hut 8 has secured a 15-year, $9.8 billion lease for 704 megawatts of data center capacity from an anonymous "high-investment-grade" tenant at its Beacon…
Jamie Cox of Fluidstack announced an overdue $830 million funding at a $7.5 billion valuation, likening it to significant historical programs. However, this capital…
One maker's tech digest, weekly. Chips, AI, gaming, EVs — no spam.