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Inside Sandisk's Massive AI Shift

Insight Innovation: Plötzlich heiß begehrt: Speicherchips werden zum Flaschenhals der KI

Neue Technologie verwandelt die einstige Massenware in ein Schlüsselelement für KI-Rechenzentren – und treibt Preise, Gewinne und die Aktienkurse in bisher nicht gekannte Höhen.

Viavi: AI Silicon Testing Boom Vs. Agentic Software Cliff

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

Silicon Echo: Automated System Response and Sovereign Ingestion Log

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Cerebras is disrupting the market with Fast Inference

The rise of Silicon Saxony in Dresden

Silicon play holds as AI companies wobble

SpaceX, as we are told, is an artificial intelligence (AI) company. No surprises, then, to see its share price dropping. Shares closed on Wednesday below the $150 (approx €131) ope...

Cerebras IPO: Wafer-Scale Performance, Wafer-Scale Pricing

Securing Apple Silicon: How to Protect Your Mac without Sacrificing CPU and SSD Performance

Apple Silicon Macs redefined user expectations. M-series chips deliver fast boot times and almost instant app launches. The performance is consistently high under the most demandin...

Tech Takes A Hit

India’s $11 Billion Semiconductor Plan | Extreme Summer Gadget Tips + MacBook Neo Review

The global semiconductor race is shifting, and India is officially stepping onto the main stage. In this episode of Tech Today, Cyrus takes a deep look at India's massive hardware...

Is DRAM at a permanently higher plateau?

Sandisk's AI Pivot Changes The NAND Narrative

100X Gains from Full Stack Co-Design. AI Value Justifies Big Spend. AI Boom is Real

Sean from Sequoia introduces Dylan Patel and praises SemiAnalysis as the leading independent research firm in semiconductors, covering technical details, supply chains, and the big...

Deal highlights: Zazume, Cense & Aveni. Plus a Q&A with Portal 26 on Balancing Security and Value Realization in...

The future of finance is not a single breakthrough — it is a hundred quiet decisions made by founders who refused to accept the world as it was. This week, we bring you a conversat...

AI race is increasingly about memory, not compute: Sandisk CTO

Silicon Carbide Enters the AI Era: Powering the Next Generation of Data Centers

The silicon carbide device market is projected to reach $11 billion by 2031, driven by AI data center power demands, EV adoption, and renewable energy, with Chinese players rapidly...

Glass Substrates Set to Reshape Semiconductor Packaging as Industry Giants Pour Billions Into Technology

Glass substrates and glass interposers are emerging as key replacements for traditional organic substrates and silicon interposers in advanced chip packaging, with Intel investing...

Apple Siliconはなぜ「オンデバイスAI」に強いのか？　NVIDIA「RTX Spark」との比較で読み解くシリコン設計の哲学

WWDC 2026が迫る中、AppleでApple Silicon（自社設計半導体）担当のシニアプロダクトマネージャーを務めるダグ・ブルックス氏に話を聞く機会を得た。

California revenue miss, 8% Seoul collapse: AI investors be warned

Broadcom, a US supplier of the chips and networking technology that underpin the global artificial intelligence boom, missed revenue expectations last week. Not by much. On Monday,...

Silicon, Orbit, and Export Controls: The Structural Shifts Redefining Technology This Week

The landscape of technology is shifting beneath our feet, marked by an unprecedented collision of state-of-the-art software capabilities…Continue reading on Medium »

Gemini 3.5 Flash

I watched the Google I/O 2026 Developer Keynote, and honestly… the launch of Gemini 3.5 surprised me in more ways than one. This model is faster AND more powerful than Gemini 1.5...

BCAT: A Better 20% Yielder, But Still Not A Safe One