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.
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…
China's yuan-denominated integrated circuit exports surged 88.7% in early 2025, driven by global AI demand, though currency depreciation and outsourced assembly inflate figures. Despite…
BMW has secured a decade-long partnership with Qualcomm as its primary provider for automotive computing systems, focusing on digital cockpit and advanced driving features.…
IBM Quantum has reported a cumulative quantum revenue of $1 billion, highlighting its long-term commitment to the field. However, this figure, which includes grants,…
China's first homegrown immersion DUV lithography tool order includes five machines this year and twenty next year. This development signals a shift in the…
Huawei recently unveiled its new laptop processors, Kirin X90 Plus and XE90, at a HarmonyOS event in China. The chips refine existing designs but…
Taiwan has detained Nvidia employee Chang amid a smuggling investigation linked to Super Micro's operations, involving alleged falsification of export documents for AI chips…
The CMF Phone 3 Pro has been canceled by Nothing, attributed to soaring memory prices that have increased nearly fourfold. The cancellation reflects broader…
NVIDIA's acquisition of TSMC's CoWoS capacity creates a competitive bottleneck in AI infrastructure, prompting Intel to leverage its EMIB technology. Google’s ninth-generation TPU utilizes…
Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia extending its…
Broadcom's $200 billion commitment to Samsung's foundry, confirmed by a memorandum of understanding, signifies strong validation of Samsung's technology. This partnership encompasses advanced memory…
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman downplayed CUDA's…
On July 1, 2026, AMPERA unveiled the world's first full-scale, 3D-printed nuclear reactor module using silicon carbide and a thorium fuel cycle, raising questions…