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China’s Glass Substrate Pivot: The 2026 Strategic Blueprint for AI Dominance
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Silicon Sovereignty: Assessing the U.S. CHIPS Act’s Path to 20% Global Share by 2030
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The Great GPU War of 2026: AMD’s MI350 Series Challenges NVIDIA’s Blackwell Hegemony
January 30, 2026
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Breaking the Memory Wall: Silicon Photonics Emerges as the Backbone of the Trillion-Parameter AI Era
January 30, 2026
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Beyond the Shrink: How 6-Micrometer Hybrid Bonding is Resurrecting Moore’s Law for the AI Era
January 30, 2026
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The Silicon Standoff: China’s Strategic Pivot and the New Geopolitical Tax on NVIDIA’s AI Dominance
January 30, 2026
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Foundation for the AI Era: Texas Instruments Commences Volume Production at $60 Billion SM1 ‘Mega-Fab’ in Sherman, Texas
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The GaN Revolution: Onsemi and GlobalFoundries Set to Supercharge AI Data Centers and EVs with 200mm GaN-on-Silicon Breakthrough
January 30, 2026
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Micron Breaks Ground on $24 Billion ‘Double-Story’ Megafab in Singapore to Combat Global NAND Crisis
January 30, 2026
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SK Hynix Invests $13 Billion in World’s Largest HBM Packaging Plant (P&T7) to Power NVIDIA’s Rubin Era
January 30, 2026
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Intel Reclaims the Silicon Throne: 18A Enters High-Volume Production, Completing the ‘5 Nodes in 4 Years’ Odyssey
January 30, 2026
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Topics Artificial Intelligence
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Silicon’s New Horizon: TSMC Hits 2nm Milestone as GAA Transition Reshapes AI Hardware
January 30, 2026
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Topics Artificial Intelligence Economy
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ASML’s $71 Billion Ambition: The High-NA EUV Revolution Powering the AI Era
January 30, 2026
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Topics Artificial Intelligence Economy Supply Chain
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NVIDIA Shatters Records with $57B Quarterly Revenue as Blackwell Ultra Demand Reaches “Off the Charts” Levels
January 30, 2026
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Topics Artificial Intelligence Economy
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Japan’s FugakuNEXT Revolution: RIKEN Deploys Liquid-Cooled NVIDIA Blackwell to Bridge Quantum and AI
January 30, 2026
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Topics Artificial Intelligence
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Apple’s Silicon Fortress: Securing 2nm Hegemony and the Impending Yield Generation Gap
January 30, 2026
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Topics Artificial Intelligence Economy
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Shattering the Copper Wall: Lightmatter and GUC Forge Silicon Photonics Future in 2026
January 30, 2026
Via TokenRing AI
Topics Artificial Intelligence Bonds Economy
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Samsung Hits 70% Yield on 2nm GAA (SF2P): A Turning Point for the AI Chip Supply Chain
January 30, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Silicon Sovereignty: Microsoft Taps Intel’s 18A-P Node for Next-Gen Maia 2 AI Accelerators
January 30, 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
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Intel Launches Core Ultra Series 3 “Panther Lake” at CES 2026: The 18A Era Begins
January 30, 2026
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Topics Artificial Intelligence
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AWS Sets New Standard for Cloud Inference with NVIDIA Blackwell-Powered G7e Instances
January 30, 2026
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Topics Artificial Intelligence
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Samsung’s HBM4 Breakthrough: NVIDIA and AMD Clearance Signals New Era in AI Memory
January 30, 2026
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
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SK Hynix Emerges as Indisputable “AI Memory King” with 70% Share of NVIDIA’s HBM4 Orders for “Vera Rubin” Platform
January 30, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Silicon Marriage of the Century: NVIDIA Finalizes $5 Billion Strategic Investment in Intel to Reshape the AI Landscape
January 30, 2026
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Topics Artificial Intelligence Economy
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The Angstrom Revolution: Intel Ignites the High-NA EUV Era with ASML’s EXE:5200
January 30, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Intel Unveils World’s First “Thick-Core” Glass Substrate at NEPCON Japan 2026
January 30, 2026
Via TokenRing AI
Topics Artificial Intelligence
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The $250 Billion Silicon Pivot: US and Taiwan Seal Historic Pact to Secure the Future of AI
January 30, 2026
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
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Intel Reclaims the Silicon Throne: 18A Node Hits High-Volume Production, Ending a Five-Year Marathon
January 30, 2026
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Topics Artificial Intelligence Economy Supply Chain
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Silicon’s Next Giant Leap: TSMC Commences High-Volume 2nm Production as the Global AI Arms Race Intensifies
January 30, 2026
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Topics Artificial Intelligence Economy
Tickers AAPL AMZN INTC MSFT NVDA SSNLF
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