Latest News Analysis
Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain
Premium Chemical companies have absorbed costs so far this year, but they're about to dump them onto South Korean memory makers.
SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines
Premium China's semiconductor equipment vendors collectively posted record revenues in 2025, but profitability is under pressure from domestic price competition.
Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead
Premium Musk turns Grok’s original AI cluster into a revenue machine.
Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC
Premium The plant, located in Yunlin County, is expected to come online as early as 2028 and will co-develop advanced photoresists with TSMC.
Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals
Premium Orders for Arm's AGI CPU double to $2 billion over the next two years in 1.5 months. While will not make Arm a major supplier of data center CPUs, it will make it a strong contender.
White House reportedly considers mandatory government vetting of AI models before release
Premium The Trump administration is in early discussions about an executive order that would create a government review process for AI models before public release.
Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhood
Premium According to a new survey conducted by Ipsos at the end of last year, almost half of all queried Americans said they would oppose an AI data center being built near their community.
Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region
Premium The projection, based on orders already received from major Chinese technology firms including Alibaba, ByteDance, and Tencent, would represent growth of at least 60% year-over-year.
