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ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom
By Anton Shilov published
Premium ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.

Samsung's Taylor, Texas fab could herald a breakthrough for the chipmaker, company plans 2026 risk production
By Anton Shilov published
Premium 50,000 wafer starts per month?

SK hynix invests $10 billion in creating a U.S.-based 'AI solutions' company
By Jon Martindale published
Premium Solidigm brand to be spun off into a new subsidiary in the process

Intel's roadmap adds mysterious 'hybrid' AI processor featuring x86 CPUs, dedicated AI accelerator, and programmable IP
By Anton Shilov published
Premium Intel's AI strategy begins to take shape as the company announces mysterious x86 CPU with AI acceleration and programmable logic.

SoftBank pauses $50bn AI data center operator acquisition talks
By Luke James published
Premium SoftBank has paused talks to acquire U.S. data center operator Switch, stepping back from what would have been one of its largest deals to date.

Exploring Clawdbot, the AI agent taking the internet by storm
By Zak Killian published
Premium Clawdbot is a new pseudo-locally-hosted gateway for agentic AI that offers a sneak peek at both good and bad futures for the technology.

Intel Q4 earnings reveal rocky path to recovery following weakest full-year revenue since 2010
By Anton Shilov published
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
By Jon Martindale published
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
By Anton Shilov published
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.
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