Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
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.…
TSMC's A16 node brings backside power delivery (Super Power Rail) in 2026, answering Intel's 18A and opening the angstrom era for AI and HPC…
NVIDIA's B300 yields are stabilizing. That is not the story. The story is CoWoS: TSMC's packaging bottleneck that sits between Nvidia and the demand…
SMIC EUV does not exist and under current rules never will, and that single absence is the wall that decides whether China's foundry can…
Intel 14A uses High-NA EUV and may not be built at all unless outside foundry customers commit, the node where Intel Foundry either becomes…
Intel 18A brings RibbonFET and PowerVia backside power to Panther Lake, a genuine leadership feature, just as the CEO who bet everything on it…
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.
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…
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