SK Hynix Records Profits: The Memory Maker Behind Every AI GPU
SK Hynix achieved record profits in 2024, with a net income of $1.3 billion in Q4 and $4.5 billion for the year, largely due…
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.
SK Hynix achieved record profits in 2024, with a net income of $1.3 billion in Q4 and $4.5 billion for the year, largely due…
The Snapdragon 8 Gen 4 is not a mobile chip refresh. Qualcomm brings custom Oryon CPU architecture to phones for the first time, a…
MIT's breakthrough in AI reasoning capabilities, Intel's 18A process node for AI workloads, and generative AI transforming drug discovery, three developments that signal a…
Two weeks after Apple Intelligence and six days after the first Copilot+ laptops, Qualcomm's on-device AI bet spans phone and PC at once. The…
GPT-4 Turbo ships measurably better reasoning. AMD MI300X brings 5.3 TB/s of memory bandwidth. Intel Xeon 6 argues the CPU still matters. Together they…
Intel 3 marks a pivotal point in Intel's strategy, serving as its first foundry node designed for external customers. As the company aims to…
Agentic AI, quantum computing, and biotech drug discovery are all racing for the same finite pool of data center silicon. The bottleneck is not…
SMIC 5nm means leading-edge logic on DUV at punishing cost, driven by China's need to build Huawei's Ascend AI chips after the US banned…
Google Cloud's Gemini 1.5 Pro and Intel's new AI chips intensify cloud AI competition. Discover the latest in enterprise AI...
Intel 4 is the company's first EUV node, in Meteor Lake, finally adopting the lithography Intel refused at 10nm and that the foundries shipped…
SMIC 7nm shipped in the Huawei Mate 60 Pro's Kirin 9000S, a DUV-built chip that proved export controls could not cap China at 14nm.…
For years, the honest answer to whether you should care about a MediaTek flagship was no, because there wasn’t one worth the word. The…
Explore how Google DeepMind's MathVerse and Intel's Ponte Vecchio represent two distinct paths in AI development—software reasoning and hardware optimization.
TSMC's 3nm node is FinFET's last stand: hard, expensive, and splitting into N3B and N3E, just as AI accelerators arrive to fight phones for…
The Xiaomi 12S Ultra features a groundbreaking one-inch Sony IMX989 sensor and a partnership with Leica, enhancing its camera capabilities. This approach aims to…