Latest News Analysis
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?
Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material
Premium Limited supply and skyrocketing demand brew a perfect storm.
GlobalFoundries acquires ARC and RISC-V IP from Synopsys
Premium GlobalFoundries acquires more CPU IP as it is reshaping its role in the semiconductor supply chain and becomes an IP and manufacturing partner rather than just a chipmaker.
SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record
Premium Company prepares for next-gen HBM4E, HBM5, and HBM5E memory.
AI chip design is pushing advanced chip packaging to its limits
Premium As AI accelerators and HPC devices grow larger and more complex, advanced chip design continues to move away from the transistor and toward the package.
Qwen boss says Chinese AI models have 'less than 20%' chance of leapfrogging Western counterparts
Premium China’s AI sector made a splash this month as a cluster of domestic AI firms raised more than $1 billion through IPOs in Hong Kong.
