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Follow our founder
Vahe Aslanyan
Semiconductors
Chipmakers, memory and AI hardware, and the supply and demand behind them.
Semiconductors
Samsung expects the memory shortage to deepen in 2027 as PC shipments fall
Leila Morgan
Nov 1, 2026
Semiconductors
SK hynix profit rises about sevenfold to a record and its shareholder payout grows by $45 billion
Leila Morgan
Nov 1, 2026
Semiconductors
Foxconn’s chairman sets a 50% AI server share as a goal, up from about 40% today
Leila Morgan
Nov 1, 2026
Semiconductors
Intel shares fall 29% in worst day since the 1970s after a weak fourth-quarter forecast
Leila Morgan
Nov 1, 2026
Semiconductors
Iluvatar CoreX says its Tiangai 300 GPU reaches Nvidia H200 level; test details are not public
Leila Morgan
Nov 1, 2026
Semiconductors
ASML’s China Dip, Five Levels Down: What Beijing’s Lithography Push Actually Changes
Leila Morgan
Nov 1, 2026
Semiconductors
EU clears €319 million in Austrian aid for Infineon’s gallium nitride chip plant
Leila Morgan
Nov 1, 2026
Semiconductors
Cerebras CS-4 and WSE-3 Turbo: What “30x Faster Than GPUs” Does and Does Not Mean
Leila Morgan
Nov 1, 2026
Semiconductors
Cerebras CTO Sean Lie Does the Math: How 59 Wafers Can Serve a Trillion-Parameter Model
Leila Morgan
Nov 1, 2026
