Social Media Ideas for Siliconbytes Insights

Insight Innovation: Neue Dimension der Datenübertragung: Der größte Chiphersteller wettet auf die Kraft des Lichts

TSMC setzt auf eine neue optische Verbindungstechnik, die Rechenzentren grundlegend verändern soll. Ausgerechnet der Schlüsselkunde Nvidia zeigt, wie schwierig der Wandel ist.

100 signs of Silicon Shock

We are biased. Given our faith in the rapidly rising utility of AI that can only be done on a completely new type of hardware, we wrote in January about the theme of this era: Sili...

The Silicon Monolith: Inside the M6, M5 Max and M5 Ultra Leap

The Memory Wall and the Desktop ResetContinue reading on Medium »

Sandisk: A Better Business Is Emerging From The AI Boom

From BMW to Data Centers: Brands Tap 3 Known Chips in New Ways

Companies across industries are leveraging tech from NXP, MaxLinear and Nordic Semiconductor on automotive UWB, accelerated OpenZFS storage, and low-power Bluetooth Mesh sensing.

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

CCD: The 9.6% Yield Looks Sustainable, But The Premium Leaves Little Cushion

Etched: A $21 Billion Bet on One of the Hardest Businesses in Technology

Etched may be a very good semiconductor company.Continue reading on Medium »

China’s entry to silicon lithography shakes up chip manufacturing

Everyone who follows the tech sector knows it, but the company that is arguably Europe’s single most important player in the wide computing and information technology sector remain...

A chip of one’s own

“Custom chip” is the new buzzword. Everyone is getting into it. The big and the small. The public and the private. Companies that never built anything but software and companies th...

Soitec: AI's Optical Bottleneck Is Becoming Its Earnings Engine

Secure Silicon Speeds AI Cloud Infrastructure

New server management, battery monitoring, and security silicon targets AI and HPC platforms with integrated management, post-quantum security, high-voltage battery support, and im...

Guest Post — Beyond Silicon: How AI Is Accelerating the Next Era of Computing

Guest Post By Ian Foley The biggest story in AI may not be AI at all. It may be the growing realization that silicon is running out of road. The remarkable progress of AI over the...

Semiconductor Economics Rewritten by AI Demand

Semiconductor forecasts rarely move enough to reshape an enterprise boardroom budget conversation. Omdia's latest worldwide market study findings does exactly that.The research fir...

Insight Innovation: Die weltweit komplexeste Maschine kommt aus Europa – und ist fast zu gut

ASML hat die High-NA-EUV-Anlage für die Chipproduktion entwickelt. Ausgerechnet Schlüsselkunde TSMC möchte sie vorerst nicht einsetzen. Ein Lehrbeispiel für Innovation, Kosten und...

AI Craze Drives Wave of Semiconductor Deals Toward $1T Chip Era

In this edition of Business Shorts, we spotlight five announcements that show AI demand is reshaping everything from Wall Street financing to washing machines.

California may win chip race while losing productivity one

Silicon Valley built its reputation by making transistors smaller and smaller. For decades, each shrink delivered a predictable payoff: faster computers, cheaper computing power, n...

Sandisk forecasts upbeat quarterly revenue on AI-driven demand

5 Semiconductor Stocks To Buy And 1 To Ignore

The AI boom is reshaping tech portfolios. Discover which semiconductor stocks are buys today and which you should ignore to protect your capital.

InsTech.ie CEO Gary Leyden on effective mentorship

The chip industry has wiped more than $100 billion off its value in a single day while Apple is heading in the opposite direction. We look at what the sell-off means. Plus, Gary Le...

Silicon Motion, MediaTek showcase AI-ready car storage

The keynote signals AI-ready automotive storage is becoming as critical to vehicle design as the chips running it The post Silicon Motion, MediaTek showcase AI-ready car storage ap...

India’s Semiconductor Gold Rush: Where Are Investors Placing Their Bets?

Beyond manufacturing, India’s semiconductor ecosystem is attracting a new wave of investors. Which parts of the value chain are drawing the most capital, and where do the biggest o...

Out of Chips, Into Software: Reading The 2026 Sector Rotation

Summary Micron posted the best quarter in its history on June 24 and the stock is down more than 28% since; the I Know First 1-year signal peaked at 1,045 on June 4, three weeks b...

Glass Substrate Packaging Edges Toward Mass Production as Intel and Lens Technology Strike Strategic Alliance

Intel and Lens Technology signed a strategic alliance to accelerate glass substrate packaging, as Triassic and Tongge Micro push past the brittleness barrier. TGV yield, multi-laye...