semiconductors

AI Fresh US strikes on Iran are squeezing metals on two tracks that traditional safe-haven logic cannot explain

4 min 875 views

AI Europe's €120 Billion Chip Pivot: No More Blank Checks for Empty Fabs

5 min 1K views

AI Samsung just showed where the AI money is really landing

6 min 962 views

AI Qualcomm is trying to turn its phone-chip business into an AI hardware story

6 min 1.2K views

AI Intel's surprise earnings surge signals that CPUs are becoming the quiet backbone of enterprise AI

4 min 853 views

AI SK Hynix posts a five-fold profit jump as AI chip demand blows past its ability to supply

4 min 1.3K views

AI Apple's Next Mac Studio and MacBook Pro Face Multi-Month Delays

4 min 775 views

AI Google Courts Marvell for Custom AI Chips, Challenging Broadcom's Silicon Grip

3 min 1.2K views

AI NVIDIA's Trillion-Dollar AI Bet and the Markets It Hasn't Tapped Yet

4 min 657 views

AI Jensen Huang nearly lost his composure defending Nvidia's China chip business and shot back that he did not wake up a loser

4 min 1.1K views

CRYPTO Nvidia's AI Dominance Amplifies US-China Tech Cold War

4 min 679 views

FINANCIAL MARKETS Taiwan's stock market surpasses the UK's total value as TSMC posts record profits and AI chip demand reshapes global finance

4 min 1.1K views

AI Taiwan Semiconductor's CEO just told Wall Street that agentic AI is about to demand a lot more chips

4 min 906 views

AI ASML blows past earnings estimates and raises its 2026 outlook as AI chip demand rewrites the semiconductor cycle

4 min 1.9K views

AI How the Tariff War Is Quietly Rewiring the AI Startup Economy

3 min 660 views

CRYPTO Markets Ignore War-Fueled Inflation Spike as AI Rally Masks Weakness

4 min 785 views