Articles by tag: semiconductor-analysis

Nvidia and SK Hynix Partnership: Control Over Physical AI

Analysis of the Nvidia and SK Hynix Deal: How Joint Memory Development Is Changing the Market for Physical AI, Robotics, and Semiconductors. Read Insights.

Intel shares surged 11%: analysis of the Google contract and risks

Intel shares rose 11% on rumors of a Google contract for 3 million TPUs. But what is behind the rise? Foundry losses, 18A issues, and 2028 risks. Read the analysis.

Intel and Hitachi: Partnership or Mutual Rescue? Deal Analysis

We analyze the strategic partnership between Intel and Hitachi in Physical AI: who really benefits, hidden risks, technology transfer, and a 30-90 day forecast. Read the analysis.

Tesla Dojo 2 chip for Cybercab: the truth about 900 TFLOPS and rebranding

Tesla introduced the autopilot chip Dojo 2. We analyze the real specifications of 900 TFLOPS, the AI6 rebranding, Musk's marketing, and the prospects of Cybercab robotaxis. Read the analysis.

BrainChip AKD2500 Chip: Neuromorphic AI Project

BrainChip creates the AKD2500 silicon chip to demonstrate the Akida 2.0 neuromorphic architecture. Learn how this will change the edge AI and IP licensing market.