Semiconductor industry: chip design, fabs, TSMC, Intel, NVIDIA, and global supply chain.
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.…
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…
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…
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…
Viettel has become the first company in Qualcomm's 6G Early Access Program, signaling a significant partnership. While focused on 6G, the real impact lies…
As of July 2026, Samsung and SK hynix reconsider hybrid bonding for HBM4 due to JEDEC's potential increase in stack height limits. This change…
Cristiano Amon announced that Samsung's Galaxy Watch 9 and Watch Ultra 2 now use Qualcomm's Snapdragon Wear Elite, marking a shift from Samsung's Exynos…
Memory chip prices pushed every Samsung foldable up $100 at Unpacked. The odd part is that Samsung sells the memory too, which makes this…
QTL is a sliver of Qualcomm's revenue that runs at margins the chip business can only dream about. It walked through antitrust regulators on…
Broadcom's $30 billion agreement with Apple, announced on July 7, 2026, ensures the production of custom silicon products through 2031. This commitment enhances Apple's…
MediaTek still sells more phone chips than anyone. By 2026 that's the least interesting thing about it: 3nm flagships, satellite NTN, and co-designing Google's…
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