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Brief · Markets
Chip stocks had their worst stretch in 16 months as investors grow less patient with heavy AI spending. Broadcom's CEO comments and China competition in memory are cited as pressures.
Analysis · Tech
AI accelerators are waiting on high-bandwidth memory more than on logic. Here is how stacked DRAM, HBM4 and a three-way supplier fight decide who ships Nvidia's next chips.
Brief · Markets
NT$511.86 billion for the month, nearly flat versus August. Nine-month revenue is up 41.1%.
Analysis · Markets
After years of culture clashes and delays, TSMC's Arizona plant has matched the manufacturing yields of its Taiwan fabs, proving American silicon production is actually viable.
Analysis · Tech
For sixty years, we have wired chips from the top down. Here is why moving the power grid to the back of the silicon is the most radical architectural leap in modern semiconductor history.
Analysis · Tech
ASML's new High-NA EUV machines cost $350 million and require three Boeing 747s to ship. Here is why the sub-2nm chip era depends entirely on them.
Analysis · Tech
Organic substrates are warping under the thermal stress of massive AI chips. Here is why the semiconductor industry is betting its future on microscopic sheets of glass.
Analysis · Markets
Intel practically invented Silicon Valley. Now, bleeding billions and facing unprecedented takeover rumors, the undisputed king of x86 is fighting for its life.