Semiconductors

Nvidia

28 Dec 2025 · 4 min read

Nvidia Shatters Records Again: $57 Billion Quarter Signals Unrelenting AI Demand

Nvidia's Q3 Fiscal 2026 earnings reveal a staggering $51.2 billion in datacenter revenue, cementing its dominance as the engine of the artificial intelligence revolution.

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CHIPS Act

27 Dec 2025 · 4 min read

Billions for Sovereignty: US Cements Chip Production with Historic Late-2024 Awards

The US Department of Commerce accelerates CHIPS Act implementation, finalizing nearly $8 billion for Intel and major agreements for Texas Instruments to secure domestic supply chains.

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Nvidia

27 Dec 2025 · 4 min read

Nvidia's $20 Billion 'Surgical' Strike: Licensing Groq's Tech and Hiring Top Talent

In a move redefining the AI chip war, Nvidia licenses Groq's low-latency technology and hires CEO Jonathan Ross, cementing its grip on the inference market.

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Oracle Cloud Infrastructure

26 Dec 2025 · 4 min read

The Arm Revolution Intensifies: Oracle's Strategic Bet on Ampere to Disrupt Cloud Compute

By deploying Ampere's high-core Altra processors, Oracle Cloud Infrastructure is claiming performance leadership over legacy x86 architectures while offering a distinct alternative to AWS Graviton.

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Qualcomm

26 Dec 2025 · 4 min read

Qualcomm's Ventana Acquisition Shakes Arm's Valuation and Signals RISC-V Pivot

The strategic purchase of RISC-V specialist Ventana Micro Systems suggests Qualcomm is hedging against Arm dominance, causing market ripples and delaying server chip roadmaps to 2026.

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Intel

26 Dec 2025 · 3 min read

Intel Bets $1.6 Billion on SambaNova to Salvage AI Ambitions

In a bid to close the widening gap with Nvidia, Intel is reportedly finalizing a deal to acquire AI chip specialist SambaNova Systems at a steep discount.

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AMD

26 Dec 2025 · 4 min read

Market Shift: AMD Claws Back Share in AI and Graphics as Competition Heats Up

New data reveals AMD has secured 17% of the graphics market in late 2024, signaling a potential crack in Nvidia's dominance as the AI hardware race enters a new phase.

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Micron Technology

19 Dec 2025 · 3 min read

Micron's 'Rosy' Outlook Signals the AI Hardware Boom Is Accelerating

The US chipmaker projects a record $18.7 billion revenue forecast, confirming that demand for AI-critical memory is stripping supply and driving a new semiconductor supercycle.

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Broadcom

14 Dec 2025 · 3 min read

Broadcom's 5% Slide: Why 'Guidance Optics' Spooked the AI Market

Despite a massive $73 billion backlog and improving debt ratios, Broadcom stock faces headwinds as investors scrutinize fiscal guidance in a jittery AI semiconductor market.

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Photonic Integrated Circuits

14 Dec 2025 · 4 min read

Lab on a Chip: New Photonic Devices Shrink Laser Precision for Quantum and AI Systems

Researchers achieve a massive leap in miniaturization, integrating laboratory-grade laser frequency control onto silicon chips. The breakthroughs promise to transform autonomous navigation, quantum sensing, and data centers.

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Broadcom

13 Dec 2025 · 3 min read

Broadcom Shares Slide as Margin Pressures Dampen AI Euphoria

Despite reporting record revenues and a doubling of AI chip sales, Broadcom (AVGO) stock tumbled 11% as investors reacted to dipping margins and growing 'AI angst' in the semiconductor sector.

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