Articles by tag: semiconductors
Nvidia capitalization $5.4 trillion: surpassed Europe
Nvidia reached $5.4 trillion capitalization, outpacing the 10 largest companies in Europe. Analysis of growth reasons, overheating risks, and forecasts for the AI chip market. Read the review.
How Do Semiconductors and Microchips Work? Explained
Learn how do semiconductors and microchips work, from transistor physics to real-world impacts on healthcare, AI, and the global economy. Read the full guide.
China's photonic chip stamping technology reduces cost by 90%
Chinese nanoimprint (NIL) for photonic chips reduces cost by 90%, bypassing US sanctions. Breakthrough by IMECAS and Suzhou NaLi reshapes the semiconductor market. Read the analysis of consequences.
NeoLogic quasi-CMOS: technological pioneer of WEF 2026
Israeli startup NeoLogic revolutionized chip architecture with quasi-CMOS. 3x reduction in power consumption. Find out who wins and who loses.
UK Sovereign AI: $1.5 Billion Plan and the Chip Battle
Analysis of the UK's plan to create sovereign AI hardware worth $1.5 billion. The role of AMD, startups Fractile, and the hidden battle for ARM. Read the details.
SK Hynix and Samsung shares: collapse and recovery on ceasefire
Analysis of the fall and rise of chipmaker SK Hynix and Samsung shares amid the Middle East ceasefire, Fed rates, and AI overheating. Find out who won. Read more.
Alphabet raises $85 billion: SOS signal of AI race or corporate rescue?
Why does Alphabet with $110 billion in cash sell shares for $85 billion? Analysis of the true reasons: refinancing, decline in Google Cloud share, and risks of the AI bubble. Read the details.
NVIDIA Rubin AI architecture launched into production in the USA: analysis
Analysis of NVIDIA Rubin's quiet coup: why startups got chips first, who loses, thermal issues, and implications for the AI market. Read.
BYD introduced its own Xuanji A3 chip for autonomous driving
Analysis of BYD Xuanji A3 chip: 4nm process, 2100 TOPS, full autopilot insurance and competition with Nvidia. Read about the future of ADAS in China.
MediaTek's Transition to Intel EMIB-T Packaging: Reasons and Benefits
MediaTek exclusively uses Intel EMIB-T instead of TSMC CoWoS for AI chips from 2027. We analyze the reasons, benefits, and market implications. Read details.
Silicon Carbide: Breakthrough or Panic of the USA and Taiwan for 6G and AI
Analysis of the American-Taiwanese partnership on silicon carbide wafers for 6G and AI: real risks, China's panic and hidden consequences. Learn the truth about the semiconductor race.
Samsung and SK Hynix started mass production of HBM4 for NVIDIA AI accelerators
South Korean giants released HBM4 for NVIDIA: prices $700, supply delays, impact on AI market. Who wins and why regular DRAM is more profitable. Read the analysis.
Moov acquisition by Axion Semiconductor: chip market consolidation
Three veterans consolidate the gray market for used chip equipment through the purchase of marketplace Moov. Deal analysis, implications for China, ASML, and startups. Learn more.
Cerebras and Fast Tokens: The Deal with OpenAI
How Cerebras is Reshaping the Economics of AI Inference: Speed vs. Intelligence, a $200 Billion Contract with OpenAI, and a Future Without Nvidia. Find Out Who Wins.
Cerebras IPO 2026: $56 billion and the AI chip market reshuffle
Cerebras raised $5.55 billion at a $56.4 billion valuation on Nasdaq. We analyze the architectural bet on inference, risks, and the future of the AI infrastructure market. Get the key points in 2 minutes.
Casimir Chips: $12M for Quantum Energy
Startup Casimir raised $12M for MicroSparc chips to power electronics without batteries. We analyze the real technology behind the loud announcement. Learn more.
CoPoS: TSMC demands exclusivity from partners
TSMC imposes strict supply bans on competitors, locking the CoPoS supply chain. Learn how this will change the chip market and why AI giants are losing choice.
US-China Summit: Chips, Sanctions, and AI Race
Analysis of key US-China negotiations: confrontation over AI chips, rare earth metals, and the future of global microelectronics. Find out who will win in the semiconductor bargaining.
China's AI Boom: $20 Billion for a Chatbot — The Second Front of the Cold War
China is building a sovereign AI stack from 2nm chips to agents: what lies behind investments in Moonshot AI and DeepSeek. Find out how this will change the market.
TSMC factory in Germany €10 billion: analysis and forecast
Learn how TSMC is building a factory in Dresden for €10 billion: geopolitics, technology control, benefits for Saxony and risks for the EU. Detailed expert analysis.
Toto ramps up production of ceramic components for AI chips: stock rise
Japanese Toto, known for plumbing, expands production of ceramic parts for AI chips. Shares surged 18% amid investment boom. Learn how the company is becoming a key player in AI infrastructure.
China's Breakthrough in 2D Chips: Synthesis 1000 Times Faster
China Accelerates Production of 2D Semiconductor WSi2N4 for Future Chips. Learn about the CVD Method, Properties, and Impact on Microelectronics. Read the Industry Impact Analysis.