Detailed performance insights, technical breakdowns and long-form reporting from our hardware team.
-
-
Tech IndustryWhy TSMC grew four times faster than its foundry rivals in 2025That 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.
-
PremiumChina's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the marketNvidia'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%.
-
PremiumWhy Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-inNvidia has announced that it has invested $2 billion in Marvell and entered a partnership through NVLink Fusion.
-
PremiumThe global helium shortage is a direct threat to the chipmaking supply chainSome industry analysts expect it will take Qatar around five years to regain lost capacity.
-
PremiumAnalyzing Elon Musk's TeraFab — A step towards Tesla and SpaceX's partial vertical integration, or an unattainable dream?Raising trillions of dollars and building 150+ fabs in a few years?
-
PremiumUS Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandalThey don't believe CEO Jensen Huang's claims, either.
-
PremiumThe Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasionYih-Shyan 'Wally' Liaw has since been ousted from the board, while the company's share price crashed.
-
PremiumPentagon formalizes Palantir's Maven AI as a core military system with multi-year fundingThe 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.
-
PremiumHow Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin PlatformNvidia unveiled the Groq 3 language processing unit at GTC 2026 in San Jose on Monday, marking the first chip to emerge from its $20 billion licensing and talent deal with Groq.
-
