Latest News Analysis
Intel Q4 earnings reveal rocky path to recovery following weakest full-year revenue since 2010
Premium Intel's management stabilized the company in 2025, but after posting rather good results in Q4, the company claims that it will face supply constraints in Q1 2026.
Alibaba plans IPO for chip-arm T-Head to help bankroll ambitious AI infrastructure investments
Premium Alibaba fancies itself a player in the Chinese AI accelerator space
Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026
Premium The Chinese semiconductor industry is working to localize production of HBM3 memory, in addition to the tools required for HBM assembly. However, the exact progress of these projects is unknown.
OpenAI shows clear compute and revenue scaling to soothe investor worries as company preps for IPO
Premium OpenAI links computing power to revenue and assuages investors
U.S company Noveon Magnetics raises $215 million to expand homegrown rare earth magnet supply
Premium Rare earth metals like magnets are frequently used in HDDs and other crucial pieces of hardware.
Micron acquires PSMC fab site in Taiwan for $1.8 billion, acquisition to expand the memory maker's operations within the region
Premium As fabs get dramatically more expensive than they used to be, technology for capacity partnerships lose their appeal, so Micron buys production facility from PSMC to upgrade it and run it itself.
Robotics and world models are AI's next frontier, and China is already ahead of the West
Premium With the AI race showing no signs of stopping, the next great frontier is conquering the complex requirements that advanced robotics demands, and China is positioned to dominate.
Microsoft built a ‘Community-First AI Infrastructure’ framework for its data center projects
Premium Will this policy turn AI data centers into future tech hubs, or was it made just to give tech companies political cover and continue unchecked expansion?
