Semiconductor industry: chip design, fabs, TSMC, Intel, NVIDIA, and global supply chain.
The ASML lithography monopoly is the most complete chokepoint in tech. High-NA in fabs, Hyper-NA ahead, China capped, one company holding it all up.…
In 2026, storage prices are rising due to DRAM and NAND shortages, pushing some companies toward failure. Most brands are assemblers rather than manufacturers,…
Renesas, Microchip and Ceva are pushing AI inference onto microcontrollers at milliwatt budgets. Inside the TinyML architecture war for the volume edge.
The evolution of edge AI processing from the Myriad 2's 100 gigaflops to the Dragonwing Q-8750's 77 TOPS illustrates a shift towards powerful, local…
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…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
Jensen Huang's presence in Beijing coincided with the U.S. Commerce Department's lifting of a chip ban, allowing Nvidia and AMD to resume shipments to…
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…
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…
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…
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…
Samsung 3nm beat TSMC to gate-all-around with its MBCFET transistor, but poor yields and thin customers meant the world's first GAA node barely mattered.
Samsung 4nm built the Snapdragon 8 Gen 1, which ran so hot Qualcomm moved the refresh to TSMC, where the same chip ran cooler.…