Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
TSMC is raising prices across every node, even mature 7nm. Why this semiconductor cost reset is structural, what's driving it, and who bleeds most.
Qualcomm's Snapdragon brand emerged in 2007, unifying various components for effective marketing. Over two decades, its journey included notable successes and failures, adapting to…
Keller welcomes the Cerebras IPO, then bets cheap DRAM and open RISC-V beat it on cost. The real prize is the CPU Qualcomm is…
In 2005, SMIC, China’s semiconductor champion, faced a dramatic journey, building advanced fabs with foreign technology while accumulating losses. Despite early successes and optimism…
Qualcomm's Snapdragon X2 Elite shipped this spring and the reviews are in: up to 18 cores at 5.0 GHz, an 80 TOPS NPU, and…
As of June 2026, the RTX 5090's price has surged to $4,329, driven by high demand for its GDDR7 memory. While it boasts impressive…
OpenAI and Broadcom announce Jalapeño, a custom chip designed to run OpenAI's models. With a nine-month development timeline, the ASIC aims for efficiency and…
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.…
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