Semiconductors
AMD and NVIDIA Plan GPU Price Hikes Starting 2026
·531 words·3 mins
GPUs
AMD
NVIDIA
Semiconductors
PC Hardware
TSMC and the Hidden Costs of Semiconductor Dominance
·551 words·3 mins
TSMC
Semiconductors
AI Chips
Foundry
NVIDIA’s $20B Groq Acqui-hire: Securing the Future of AI Inference
·699 words·4 mins
NVIDIA
Groq
AI Inference
LPU
TPU
Semiconductors
NVIDIA Strikes $20B Groq Deal to Reinforce AI Inference Dominance
·601 words·3 mins
NVIDIA
Groq
AI Inference
Semiconductors
Data Centers
NVIDIA and AMD Evaluate Intel 14A as a TSMC Alternative
·660 words·4 mins
Intel Foundry
14A
NVIDIA
AMD
Semiconductors
Advanced Nodes
Micron Warns Memory Shortage Will Persist Despite Expansion
·483 words·3 mins
Micron
Memory
DRAM
HBM
AI Infrastructure
Semiconductors
Apple’s First AI Server Chip Baltra Targets 2027 Deployment
·507 words·3 mins
Apple
AI Chips
Server Chips
Semiconductors
Intel’s AI Strategy: Edge Inference and Custom ASICs Take Center Stage
·695 words·4 mins
Intel
AI Strategy
Edge AI
ASIC
Semiconductors
Apple A19 Die Shrinks ~10% vs A18 Through Layout Optimization
·542 words·3 mins
Apple Silicon
SoC Design
Semiconductors
TSMC
Mobile Chips
Google's TPU Expansion Challenges NVIDIA's AI Dominance
·681 words·4 mins
Google
TPU
NVIDIA
AI Chips
Semiconductors
Inference
Training