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.
Samsung 2nm, the SF2 node behind the Exynos 2600, is the company's comeback bid: a third-generation gate-all-around process against TSMC N2 and Intel.
TSMC's 2nm node brings gate-all-around nanosheets at last, three years after Samsung, into the first real leading-edge fight with Intel's 18A in a decade.
A silicon-level read on the Snapdragon 8 Elite Gen 5: the all-Oryon 2+6 CPU, the Adreno GPU, the Hexagon NPU, and the TOPS number…
Jensen Huang navigated U.S.-China trade dynamics as Nvidia's export licenses for the H20 chip were contingent on a rare earth deal. Unlike Nvidia’s precarious…
In spring 2025, Washington banned and then unbanned Nvidia's H20 chip, causing confusion in AI markets. Despite efforts, trade with China lagged. Amid a…
Quantum gravity research suggests time only exists where spacetime is curved enough to support it. As the universe expands and space flattens, time may…
HP is putting a discrete Hailo-10H edge AI chip into its Engage retail point-of-sale systems for cashierless checkout and theft detection. The dataflow architecture,…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Malaysia's new 30-day permit window on H100-class accelerators is the part of the directive that actually changes procurement, and the same export coalition is…
The Snapdragon X Elite NPU and NVIDIA's H20 are the same story from opposite ends of the compute stack. Memory bandwidth, not TOPS, decides…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
xAI launched Grok 4 on July 9, improving upon Grok 3 with a focus on reasoning, math, and coding. The impressive Grok 4 cluster,…
Gerard Williams III, former Apple architect, founded Nuvia to adapt Apple’s microarchitecture for a broader market, leading to Qualcomm's Oryon chip. The architecture features…
Xiaomi's new XRING O1 flagship system-on-chip boasts impressive specs, including over three million on AnTuTu and a powerful 10-core CPU, marking a significant advancement…