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AMD's acquisition of MEXT aims to address rising memory costs by enhancing flash storage capabilities, offering 2-4x effective capacity while reducing expenses. This strategic…
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…
"Fix this code" triggered the Fable 5 export ban. Security researcher Katie Moussouris, the only external expert to read the Amazon report, says no…
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…
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase. Modular specializes…
Apple's WWDC 2026 Siri update is real. The multi-step chaining works. The on-device architecture is the right call for privacy. The gap against Gemini…
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…
The complete OnePlus story: from the coffee table conversation in Shenzhen in 2013 to the Realme merger in 2026. Every product, every corporate betrayal,…