Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
Nvidia entered the PC market at Computex 2026 with RTX Spark: a 20-core Arm CPU plus a 6,144-CUDA-core Blackwell GPU connected by NVLink-C2C, sharing…
Qualcomm's Snapdragon C brings phone-chip efficiency to $300 Windows laptops: Kryo cores, fanless designs, all-day battery, and an NPU as standard. Acer, HP, and…
In mid-2026, Sony leads console sales with the PS5 dominating the market. Microsoft shifted focus from hardware to service, while Nintendo excelled in hybrids.…
Nvidia guided $91 billion for next quarter. Data center is 88% of revenue. A 71% gross margin on hardware. I cannot tell if this…
The initial wave of artificial intelligence adoption relied almost exclusively on massive, cloud-reliant APIs. While these centralized models boast incredible capabilities, they introduce persistent…
Qualcomm has announced two new Snapdragon mobile platforms designed to bring faster performance and enhanced AI capabilities to a broader range of smartphones worldwide.…
Samsung and Qualcomm announced on May 6, 2026, that they have achieved the industry’s first Power Class 1 validation for 5G Fixed Wireless Access…
Qualcomm announced a limited-edition Manchester United-themed Snapdragon 8 Elite For Galaxy processor on April 25, 2026, featuring custom RED branding and performance optimizations tuned…
Jetson Thor owns the humanoid robot; Qualcomm Dragonwing is fighting for the high-volume middle. The 2026 edge robotics compute split, broken down.
In April 2026, Nothing launched the Phone (4a) simultaneously in India and Japan, marking its first direct entry into Japan's competitive market. The midrange…
Qualcomm's Dragonwing IQ10 packs an 18-core Oryon CPU, up to 700 TOPS, a safety island, and dense sensor I/O. A voice-driven architecture deep dive,…
The post details the rapid advancement of AI from 2023 to 2026, highlighting significant investments, partnerships, and innovations in infrastructure, robotics, and consumer devices,…
In 2026, storage prices are rising due to DRAM and NAND shortages, pushing some companies toward failure. Most brands are assemblers rather than manufacturers,…
Ray-Ban Meta reaches 82% of the global smart glasses market (Counterpoint H2 2025), EssilorLuxottica confirms 7 million units sold in 2025, and supply cannot…
Hyperscaler AI capex hits ~$700 billion in 2026, nearly double 2025. The buildout is real, power is the bottleneck, and the Nvidia-funds-its-own-customers circularity should…