Latest updates for Chip Strategy

Fresh curated links around Chip Strategy are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Chip analysis providers report record-high sales
  • Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'
  • Guess the Chip Stack!

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taipeitimes.com /1 week ago

Chip analysis providers report record-high sales

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investmentweek.co.uk /2 weeks ago

Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'

Ever-rising demand for compute due to AI, coupled with supply issues, is turning chipsets into a “quasi-commodity”, according to Orbis Investment Management portfolio manager Alec...

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youtube.com /3 weeks ago

Guess the Chip Stack!

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electronicsforu.com /1 month ago

Prototype Software Improves 3D Chip Optimization

A chip design tool treats multilayer chips as one 3D structure, reducing wire length by 30% while improving performance and thermal management. Peking University’s School of Integr...

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seekingalpha.com /2 weeks ago

SA Asks: What's the most attractive chip stock right now?

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timesofindia.indiatimes.com /1 week ago

The biggest hurdle in India's chip race isn't the plan—it's execution

India's semiconductor strategy draws on proven Asian models for growth. Execution, not strategy, presents the nation's primary challenge now. Developing skilled workers and stren...

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investing.com /2 weeks ago

Chip stocks hit record 19.7% of S&P 500, quadrupling since 2020

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taipeitimes.com /2 weeks ago

Chip tech to deliver major performance leap: IBM

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seekingalpha.com /1 month ago

The Chip Stocks That Will Crack First

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ft.com /1 month ago

Chip stocks race towards biggest gains since dotcom era on AI demand

Philadelphia Semiconductor Index rides Big Tech’s data centre spending spree to 75% gains in 2026

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electronicsforu.com /1 month ago

Chip Cooling Technique for AI

A new in-package cooling innovation tackles rising heat challenges in 3D-stacked memory chips, improving thermal efficiency and stability for AI workloads while enabling higher ban...

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fool.com /1 month ago

3 Chip Designers That Could Make Investors a Fortune

All three companies are growing their chip business at a rapid pace.

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fool.com /1 month ago

3 Chip Designers That Could Make Investors a Fortune

All three companies are growing their chip business at a rapid pace.

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cnbc.com /1 month ago

Chip rebound sparks hedging flurry from traders

Despite the overall bearish sentiment on the cohort, traders put a few bullish bets on potential semiconductor winners.

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fiercesensors.com /4 weeks ago

The quest for better chip design accelerates

Synopsys announces Multiphysics Fusion products and early customers to lower prevent respins and lower costs

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digitaltrends.com /1 month ago

TSMC’s latest chip packaging breakthrough promises lower costs and better performance

TSMC's upcoming CoPoS packaging technology could reduce chip costs while improving AI performance, with mass production reportedly targeted for 2028.

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pandaily.com /1 month ago

Chipsea Technology Rides the AI PC Wave with Next-Gen EC Chips

The trillion-dollar AI PC market is reshaping the global semiconductor landscape, and one Chinese chipmaker is quietly positioning itself at the center of the transformation. Chips...

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spectrumlocalnews.com /1 month ago

CHIPS funding to help establish quantum wafer fab at Albany NanoTech

A multi-billion-dollar investment by the U.S. and IBM will help bring quantum wafer manufacturing to Albany NanoTech, officials announced Thursday.

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fool.com /1 week ago

Chip Stocks Have Soared by 157% Over the Past Year. Here Are 2 Top Stocks to Buy Before the Semiconductor Industry Soars...

These two semiconductor titans have delivered terrific gains over the past year, and they can continue soaring thanks to the industry's secular growth.

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cnbc.com /1 week ago

What's behind the volatility in memory chip stocks this week?

New chip designs suited to query response are gaining a foothold.

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taipeitimes.com /1 month ago

Alchip Technologies eyes revenue bump

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gizmodo.com /2 weeks ago

We Thought Computer Chips Were Running Out of Room. IBM Found a New Way Forward.

The new chip technology packs nearly 100 billion transistors into a fingernail-sized chip.

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asia.nikkei.com /1 day ago

AI-driven 'chipflation' puts chill on electronics purchases

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retailcustomerexperience.com /1 week ago

Vending machine offers rare chips

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Sources covering Chip Strategy

asia.nikkei.com

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electronicsforu.com

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gizmodo.com

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pandaily.com

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search.cnbc.com

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seekingalpha.com

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