Latest News Analysis
Why TSMC grew four times faster than its foundry rivals in 2025
That lopsided split isn’t a one-quarter anomaly or a function of a single product cycle, but instead reflects three massive advantages held by TSMC.
China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market
Premium Nvidia's market share in the Chinese data center market has shrunk, with a wealth of options coming from Huawei, Cambricon and more, bringing their total share up to 41%.
Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in
Premium Nvidia has announced that it has invested $2 billion in Marvell and entered a partnership through NVLink Fusion.
The global helium shortage is a direct threat to the chipmaking supply chain
Premium Some industry analysts expect it will take Qatar around five years to regain lost capacity.
Analyzing Elon Musk's TeraFab — A step towards Tesla and SpaceX's partial vertical integration, or an unattainable dream?
Premium Raising trillions of dollars and building 150+ fabs in a few years?
US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal
Premium They don't believe CEO Jensen Huang's claims, either.
The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion
Premium Yih-Shyan 'Wally' Liaw has since been ousted from the board, while the company's share price crashed.
Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding
Premium The Pentagon intends to designate Palantir's Maven Smart System as an official program of record, locking in multi-year funding for the AI-enabled targeting platform.
