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Category: Semiconductors

Qualcomm’s New Budget Laptop Chips Are All About That Battery Life
BusinessHardwareSemiconductors

Qualcomm’s New Budget Laptop Chips Are All About That Battery Life

Qualcomm is doubling down on its Windows on Arm push with new budget-friendly Snapdragon X2 Plus processors. Announced at CES, they promise huge efficiency gains and an 80 TOPS NPU, but the company still faces an uphill battle against entrenched x86 rivals in the enterprise market.

by Megan CarterJanuary 5, 2026
Samsung’s HBM4 Gets a “You’re Back” from NVIDIA, Shaking Up the AI Memory Race
HardwareManufacturingSemiconductors

Samsung’s HBM4 Gets a “You’re Back” from NVIDIA, Shaking Up the AI Memory Race

After stumbling with HBM3, Samsung is poised for a major comeback in the critical high-bandwidth memory market. The company’s co-CEO revealed that key clients, including NVIDIA, are optimistic about its upcoming HBM4 modules, which boast industry-leading 11 Gbps pin speeds. Analysts now predict Sams

by Tyler Brooks P.EJanuary 2, 2026
Premarket Movers: Baidu Soars on Chip Spin-Off, Tariff Delay Lifts Furniture Stocks
AIBusinessSemiconductors

Premarket Movers: Baidu Soars on Chip Spin-Off, Tariff Delay Lifts Furniture Stocks

Chinese tech giant Baidu is leading premarket gains with a 12% jump after announcing plans to spin off its semiconductor unit. Home goods retailers like Wayfair and RH are also climbing following a delayed tariff hike on furniture.

by Megan CarterJanuary 2, 2026
A $160M Chip Smuggling Bust Meets a Trump Policy Curveball
AISemiconductorsTechnology

A $160M Chip Smuggling Bust Meets a Trump Policy Curveball

Federal prosecutors unsealed a case detailing “Operation Gatekeeper,” a smuggling ring that allegedly tried to export $160M in Nvidia H100 and H200 GPUs to China. In a bizarre twist, President Trump announced on the same day that the US would now allow H200 exports to China for a 25% fee.

by Megan CarterDecember 31, 2025
Nvidia’s H200 Chip Rush and Meta’s Startup Buy
AIHardwareSemiconductors

Nvidia’s H200 Chip Rush and Meta’s Startup Buy

The AI hardware race is heating up on two fronts. Nvidia is pushing TSMC to produce more H200 chips amid massive Chinese orders, while Meta is buying startup Manus to bolster its AI agent capabilities.

by Tyler Brooks P.EDecember 31, 2025
Nvidia’s $20B Groq Deal Is a Bet on AI’s Next Phase
AIHardwareSemiconductors

Nvidia’s $20B Groq Deal Is a Bet on AI’s Next Phase

Nvidia is making a huge strategic move into AI inference, licensing Groq’s chip technology for a reported $20 billion. The deal brings Groq’s leadership and engineers into Nvidia’s fold as the AI market shifts focus from training models to running them at scale.

by Tyler Brooks P.EDecember 30, 2025
TSMC’s 2nm Chips Are Booked Solid, Prices Rising for Years
AIManufacturingSemiconductors

TSMC’s 2nm Chips Are Booked Solid, Prices Rising for Years

TSMC is facing a severe supply crunch for its upcoming 2nm chips, with capacity fully booked until the end of 2026. The company has notified customers of price increases for its advanced nodes for four consecutive years, starting January 1st.

by Tyler Brooks P.EDecember 28, 2025
A Lemon-Shaped Exoplanet Is Baffling Astronomers
AIBusinessSemiconductors

A Lemon-Shaped Exoplanet Is Baffling Astronomers

Astronomers using the James Webb Space Telescope have analyzed the atmosphere of a truly bizarre world. The planet, PSR J2322-2650b, is stretched into a lemon shape, has a carbon-rich atmosphere, and orbits a millisecond pulsar every 7.8 hours, completely upending our understanding of planetary evol

by Tyler Brooks P.EDecember 24, 2025
Apple’s M1 gamble paid off, but the real magic is just starting
ComputingHardwareSemiconductors

Apple’s M1 gamble paid off, but the real magic is just starting

Apple’s switch to its own silicon five years ago was a massive risk that redefined laptop performance and battery life. The real impact, however, is how the M-series’ unique architecture is now enabling a new wave of on-device AI applications that competitors are scrambling to match.

by Tyler Brooks P.EDecember 24, 2025
Intel’s 32 GB Arc GPU Tease: Is Big Battlemage Finally Here?
AIHardwareSemiconductors

Intel’s 32 GB Arc GPU Tease: Is Big Battlemage Finally Here?

Intel’s latest AI Playground software update appears to have leaked a major new GPU. The guide references an unnamed Arc GPU with a massive 32 GB of VRAM, sparking speculation about the upcoming Battlemage architecture.

by Megan CarterDecember 20, 2025

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