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Backside Power Delivery: A Radical Shift in Chip Architecture
January 26, 2026
Via TokenRing AI
Topics Artificial Intelligence
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Exposures Artificial Intelligence
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Beyond the Memory Wall: How 3D DRAM and Processing-In-Memory Are Rewiring the Future of AI
January 26, 2026
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Topics Artificial Intelligence
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Silicon’s Glass Ceiling Shattered: The High-Stakes Shift to Glass Substrates in AI Chipmaking
January 26, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Exposures Artificial Intelligence Supply Chain
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Printing the 2nm Era: ASML’s $350 Million High-NA EUV Machines Hit the Production Floor
January 26, 2026
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Topics Artificial Intelligence
Tickers AAPL AMD ASML INTC NVDA SSNLF
Exposures Artificial Intelligence
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Custom Silicon Titans: Meta and Microsoft Challenge NVIDIA’s Dominance
January 26, 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
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The AI PC Upgrade Cycle: Windows Copilot+ and the 40 TOPS Standard
January 26, 2026
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Topics Artificial Intelligence
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Exposures Artificial Intelligence
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The Dawn of the Optical Era: Silicon Photonics and the End of the AI Energy Crisis
January 26, 2026
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Topics Artificial Intelligence Economy
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The RISC-V Revolution: Breaking the ARM Monopoly in 2026
January 26, 2026
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Topics Artificial Intelligence
Tickers AAPL AMD ARM BABA GOOGL IFNNY
Exposures Artificial Intelligence
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India’s Silicon Shield: How the Tata-ROHM Alliance is Rewriting the Global Semiconductor and AI Power Map
January 26, 2026
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Topics Artificial Intelligence Economy
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NVIDIA H200s Cleared for China: Inside the Trump Administration’s Bold High-Stakes Tech Thaw
January 26, 2026
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Topics Artificial Intelligence Economy Government
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The Memory Wall: Why HBM4 Is Now the Most Scarce Commodity on Earth
January 26, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Exposures Artificial Intelligence Economy Lead
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The Silicon Pact: US and Taiwan Ink Historic 2026 Trade Deal to Reshore AI Chip Supremacy
January 26, 2026
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Topics Artificial Intelligence Economy Immigration
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Intel’s 18A Turning Point: Reclaiming the Process Leadership Crown
January 26, 2026
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Topics Artificial Intelligence Economy
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The 2nm Revolution: TSMC Ramps Volume Production of N2 Silicon to Fuel the AI Decade
January 26, 2026
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Topics Artificial Intelligence Earnings Economy
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Exposures Artificial Intelligence Economy Financial
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The $1 Trillion Milestone: How the AI Super-Cycle Restructured the Semiconductor Industry in 2026
January 26, 2026
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Topics Artificial Intelligence Economy
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The Glass Age of AI: How Glass Substrates are Unlocking the Next Generation of Frontier Super-Chips at FLEX 2026
January 26, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Exposures Artificial Intelligence Supply Chain
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Tesla Breaks the Foundry Monopoly: Dual-Sourcing AI5 Silicon Across TSMC and Samsung’s U.S. Fabs for 2026 Global Ramp
January 26, 2026
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Topics Artificial Intelligence Economy
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The Battle for the Local Brain: CES 2026 Crowns the King of Agentic AI PCs
January 26, 2026
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Topics Artificial Intelligence
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Exposures Artificial Intelligence
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The Power Behind the Intelligence: Wide-Bandgap Semiconductors to Top $5 Billion in 2026 as AI and EVs Converge
January 26, 2026
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Topics Artificial Intelligence Electric Vehicles
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Exposures Artificial Intelligence Electric Vehicles
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The High-NA Era Arrives: How Intel’s $380M Lithography Bet is Redefining AI Silicon
January 26, 2026
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Topics Artificial Intelligence Economy
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The Great Unclogging: TSMC Commits $56 Billion Capex to Double CoWoS Capacity for NVIDIA’s Rubin Era
January 26, 2026
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Topics Artificial Intelligence Earnings Economy
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The Silicon Renaissance: How AI-Led EDA Tools are Redefining Chip Design at CES 2026
January 26, 2026
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Topics Artificial Intelligence Economy
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The 1.6T Surge: Silicon Photonics and CPO Redefine AI Data Centers in 2026
January 26, 2026
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Topics Artificial Intelligence Economy
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RISC-V Reaches Server Maturity: SpacemiT Unveils 64-Core Vital Stone V100 with 30% Efficiency Gain Over ARM
January 26, 2026
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Topics Artificial Intelligence Economy
Tickers AMD ARM INTC NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
The Silicon Pact: US and Taiwan Seal Historic $250 Billion Trade Deal to Secure AI Supply Chains
January 26, 2026
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Topics Artificial Intelligence Economy Immigration
Tickers AAPL INTC META NVDA TSM
Exposures Artificial Intelligence Coal Immigration
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The HBM4 Era Begins: Samsung and SK Hynix Trigger Mass Production for Next-Gen AI
January 26, 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD MU NVDA SSNLF TSM
Exposures Artificial Intelligence Supply Chain
News headline image
NVIDIA Unveils Vera Rubin Platform at CES 2026: The Dawn of the Agentic AI Era
January 26, 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMZN GOOGL INTC META MS
Exposures Artificial Intelligence Supply Chain
News headline image
Intel’s 18A Moonshot Lands: Panther Lake Shipped, Surpassing Apple M5 by 33% in Multi-Core Dominance
January 26, 2026
Via TokenRing AI
Topics Artificial Intelligence
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Exposures Artificial Intelligence
News headline image
The Angstrom Era Arrives: TSMC Dominates AI Hardware Landscape with 2nm Mass Production and $56B Expansion
January 26, 2026
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Topics Artificial Intelligence Economy Supply Chain
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News headline image
NVIDIA CEO Jensen Huang Champions “Sovereign AI” at WEF Davos 2026
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Topics Artificial Intelligence Economy
Tickers AMZN GOOGL MSFT NVDA
Exposures Artificial Intelligence Supply Chain
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