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Semiconductors

12 briefings
EeroQ Solves Critical 'Wiring Problem' in Quantum Computing, Paving Way for Million-Qubit Systems
Quantum Computing

EeroQ Solves Critical 'Wiring Problem' in Quantum Computing, Paving Way for Million-Qubit Systems

The Chicago-based startup has demonstrated a control architecture capable of managing millions of qubits with fewer than 50 wires, a major leap for hardware scalability.

Jan 16, 2026 3 min read
Nvidia Shatters Records Again: $57 Billion Quarter Signals Unrelenting AI Demand
NVIDIA

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.

Dec 28, 2025 4 min read
Billions for Sovereignty: US Cements Chip Production with Historic Late-2024 Awards
CHIPS Act

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.

Dec 27, 2025 4 min read
Nvidia's $20 Billion 'Surgical' Strike: Licensing Groq's Tech and Hiring Top Talent
NVIDIA

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.

Dec 27, 2025 4 min read
The Arm Revolution Intensifies: Oracle's Strategic Bet on Ampere to Disrupt Cloud Compute
Oracle Cloud Infrastructure

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.

Dec 26, 2025 4 min read
Qualcomm's Ventana Acquisition Shakes Arm's Valuation and Signals RISC-V Pivot
Qualcomm

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.

Dec 26, 2025 4 min read
Intel Bets $1.6 Billion on SambaNova to Salvage AI Ambitions
Intel

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.

Dec 26, 2025 3 min read
Market Shift: AMD Claws Back Share in AI and Graphics as Competition Heats Up
AMD

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.

Dec 26, 2025 4 min read
Micron's 'Rosy' Outlook Signals the AI Hardware Boom Is Accelerating
Micron Technology

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.

Dec 19, 2025 3 min read