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.
The article discusses the challenges faced by Chinese CPU companies due to reliance on foreign technology and sanctions. It outlines five key players navigating…
In December, a BIS team tested post-quantum signatures in TARGET2, successfully rejecting forged transfers but facing challenges with increased signature sizes impacting performance. While…
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.
A class action lawsuit alleges that Samsung, SK Hynix, and Micron colluded to restrict conventional DRAM production since 2022, leading to a 700% price…
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…
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…
A team at Chalmers University reshaped the surface beneath YBCO superconductors, significantly enhancing their performance. By creating a nanofaceted substrate, they improved transition temperatures…
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…