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Silicon Motion Q1 Preview: AI Growth Is Unstoppable

Inside Sandisk's Massive AI Shift

QuantumDiamonds Unveils Quantum Sensing System to Target Chip Yield Crisis

Insider Brief PRESS RELEASE — QuantumDiamonds GmbH, the Munich-based pioneer in quantum sensing–based semiconductor testing, today announced the successful installation of its QD m...

Sandisk: A High Beta Play For NAND Memory As AI Demand Surges

Silicon Motion: Further Upside Beckons As Demand For Enterprise-Grade SSDs Steps Up

Insight Innovation: Die Rückkehr der klassischen Prozessoren – Intels unerwartetes Comeback

Lange schien es, als ob die Halbleiter von Intel im KI-Zeitalter ausgedient hätten – und Konkurrenten wie Nvidia unschlagbar wären. Nun deutet sich eine überraschende Wende an.

Märkte-Insight: Ausgerechnet Intel steht für die nächste Phase des KI-Booms

Lange galt der Chipproduzent als heruntergewirtschafteter Übernahmekandidat. Ein Monat reichte aus, um den Trend komplett umzudrehen, weiß Michael Maisch.

AI Week: 6 Insights Shaping the AI Economy

Explore 6 key insights from AI Week, from Big Tech spending to business adoption, and see how AI is reshaping the economy.

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Advanced chip packaging is suddenly at the center of the AI boom. Intel is going all in.

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

So long Chromebook, there’s a new toy in town

This week we examine the arrival of the Googlebook and its enigmatic G-key and Glowbar. We also tackle the sobering news from LinkedIn, where large job cuts where soaring revenues...

The quiet layer keeping the chip boom alive

The semiconductor boom is no longer just about building more fabs; it’s about keeping the tools inside them running with near-perfect reliability. As global chipmakers pour billion...

Sandisk's AI Pivot Changes The NAND Narrative

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

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...

Inside Nvidia's $4B Optical Strategy--And Why CPO Changes Everything

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

Broadcom: AI Is Here To Stay

Cerebras Systems: The Next Move In Fast AI

Sivers Semiconductors: A High-Upside AI Optics Bet Best Bought On Pullbacks

Why smart money is choosing semiconductors over Bitcoin: What can be done?

Crypto assets slipped 0.62 per cent, bringing total market capitalisation to US$2.54 trillion. This decline occurred against a backdrop of jubilation in traditional financial marke...

Micron's Massive Gains: Why The Upside Isn't Over Yet

Inside FuriosaAI: The AI Chip Pioneer the West Hasn't Noticed

As a community, we're constantly chasing the dragon of performance. Whether it's Bun rewriting Node.js modules in Rust for blazing-fast JavaScript runtime, or our tireless efforts...

How DeepSeek’s radical architecture is shattering Silicon Valley's token moat

DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of S...