Intel Foundry’s Last Stand: How Pat Gelsinger’s Successor Plans to Win Back TSMC Defectors
The new Intel CEO is betting everything on 18A process [...]
The $500 Billion CHIPS Act Effect: Two Years In, Is America’s Semiconductor Bet Paying Off?
Federal subsidies have triggered a construction boom, but manufacturing jobs, [...]
HBM4 Is Coming. Here’s Why the Memory Market Will Never Be the Same Again
High-bandwidth memory is no longer a niche AI component — [...]
Custom Silicon Is Winning: What Google, Microsoft, and Amazon Know That Intel Doesn’t
The hyperscaler in-house chip movement isn’t a threat to NVIDIA [...]