NVIDIA’s Real Moat Is in the Loan Paperwork, Not the Silicon
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…
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…
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 20A was the leadership node carrying RibbonFET and PowerVia, until Intel cancelled it in 2024 to save 18A, and built Arrow Lake at…
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’s reception of a preliminary $8.5 billion award under the U.S. CHIPS and Science Act in March 2024 marked one of the most significant…
Samsung’s decision to build its most advanced U.S. semiconductor fab in Taylor, Texas, is one of the defining FDI stories of the 2020s. The…
TSMC’s Arizona Fab 1, officially known as the Phoenix fab complex, represents one of the most consequential foreign direct investments in U.S. history. The…
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…
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…
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.…