Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
Jensen Huang navigated U.S.-China trade dynamics as Nvidia's export licenses for the H20 chip were contingent on a rare earth deal. Unlike Nvidia’s precarious…
In spring 2025, Washington banned and then unbanned Nvidia's H20 chip, causing confusion in AI markets. Despite efforts, trade with China lagged. Amid a…
Qualcomm's Q3 FY2025 automotive record looks like a win, and it is, but the design wins behind it won't pay out until 2028. A…
Qualcomm delivered another strong quarter with its Q3 FY2025 results on July 30, 2025, reporting revenue of $10.98 billion — up 19% year-over-year —…
HP is putting a discrete Hailo-10H edge AI chip into its Engage retail point-of-sale systems for cashierless checkout and theft detection. The dataflow architecture,…
The Snapdragon Manchester United partnership deepens for 2025/26: the Microsoft Copilot+ PC logo returns to the back of United shirts in WSL matches and…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
Jensen Huang's presence in Beijing coincided with the U.S. Commerce Department's lifting of a chip ban, allowing Nvidia and AMD to resume shipments to…
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…