Latest News Analysis
Google reports that state hackers from China, Russia and Iran are using Gemini in 'all stages' of attacks
Premium Hackers from Iran, China, India, and Russia all found using the AI.
Cadence embeds AI 'super agent' to assist engineers when designing EDA tools
Premium “We’re easily going to get over a trillion transistors… in the package, by the end of the decade,” Cadence Senior Vice President Paul Cunningham claims.
Montage's strong IPO highlights Chinese investment rush into AI and data center ecosystems
Premium AI and microelectronics boom in China drives IPOs as investors put money both in AI startups and adjacent sectors.
Using AI actually increases burnout despite productivity improvements, study shows
Premium Often, the pressure to succeed comes from the employees themselves, which could be half the problem.
U.S. government plans tariff exemptions for TSMC, if it follows through on American investment
Premium The scale of the tariff exemptions will be tied to the scale of the investment, too.
Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers
Premium Samsung and SK hynix have begun moving away from long-term, fixed-price supply contracts, replacing them with shorter agreements and post-settlement pricing mechanisms.
Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026
Premium Google announced in its Q4 earnings call this week that it expected to more than double its capital expenditure in 2026 over 2025's already sky-high numbers, to up to $185 billion.
Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading
Premium Despite layoffs attributed to surging use of AI, employers may be placating investors by using AI as an excuse for failings elsewhere.
