
Chips
SK Hynix's 58% Margins and $438B Valuation: The HBM Shortage's Unlikely Winner
2/11/2026

Chips
Cerebras Nears $1B Series H as Benchmark Raises Special Fund for AI Chip Investment
2/8/2026

Hardware
Chuwi AuBox X1: A Copilot+ Mini PC with Intel Lunar Lake Power
2/4/2026

Chips
Intel CEO Lip-Bu Tan Signals Return to GPU Market with New Chief Architect Hire
2/3/2026
Chips
Nvidia Reportedly Allocates 70% of 2026 HBM4 Orders to SK Hynix
1/28/2026
Chips
Bill Gates-backed Neurophos develops optical transistors 10,000x smaller than current tech, enabling 1,000x1,000 matrix processing
1/27/2026

Chips
Microsoft's Maia 200 AI Accelerator Enters Production on TSMC 3nm with Industry-Leading Inference Efficiency
1/27/2026

Hardware
Memory Walls and Interconnect Bottlenecks: New Research Charts Path for Efficient LLM Inference Hardware
1/25/2026

Hardware
As confusion reigns over Jony Ive's iO device, I remain an AI hardware skeptic
1/23/2026

Chips
Intel's Data Center AI Chip Supply Struggles Signal Deeper Manufacturing Challenges
1/23/2026

Chips
China's AI Ambitions Clash with Supply Reality: H200 Chips Trapped at Border, Black Market Premiums Soar
1/22/2026

Chips
Neurophos Raises $110M for Optical AI Chips, Challenging the GPU Dominance in Training
1/22/2026

Regulation
Taiwan-US Tariff Agreement Set to Reshape Tech Supply Chains
1/22/2026