The industry everything else quietly runs on. I cover it from the fab up, process nodes and lithography and the foundry wars, plus the export controls now deciding who even gets to build what. This is the manufacturing and geopolitics side of silicon, kept deliberately apart from the chip-and-platform coverage.
AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration…
Halo Studios faced layoffs following the successful launch of Campaign Evolved, part of Microsoft's larger job cuts across its studios. As hardware costs rise…
Five years ago, creating a 7nm-class chip without EUV was deemed irrational. SMIC achieved it, but claims about its N+3 node density remain unverified.…
CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially challenging Samsung…
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Samsung and SK Hynix have quietly tested Chinese chip manufacturing tools from AMEC in their Chinese factories for two years, amid concerns over U.S.…
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…
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…
Sony's IMX928 sensor features 68 megapixels in a 1:1 square format, enabling high-speed global shutter operation at 126fps. It targets industrial applications, offering versatile…
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…
PLA Unit 96941 developed a method to summarize sensitive military code by distilling outputs from GPT-3.5 into a domestic model, avoiding direct API risks.…
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…