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China’s Glass Substrate Pivot: The 2026 Strategic Blueprint for AI Dominance
Today 14:28 EST
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The Brain-Inspired Breakthrough: How Intel’s ‘Hala Point’ is Solving AI’s Looming Energy Crisis
Today 14:26 EST
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Artificial Intelligence
Emissions
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AMZN
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Silicon Sovereignty: Assessing the U.S. CHIPS Act’s Path to 20% Global Share by 2030
Today 14:24 EST
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The Great GPU War of 2026: AMD’s MI350 Series Challenges NVIDIA’s Blackwell Hegemony
Today 14:22 EST
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Artificial Intelligence
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AMD
META
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Breaking the Memory Wall: Silicon Photonics Emerges as the Backbone of the Trillion-Parameter AI Era
Today 14:20 EST
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Artificial Intelligence
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AVGO
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Beyond the Shrink: How 6-Micrometer Hybrid Bonding is Resurrecting Moore’s Law for the AI Era
Today 14:19 EST
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AMD
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The Silicon Standoff: China’s Strategic Pivot and the New Geopolitical Tax on NVIDIA’s AI Dominance
Today 14:17 EST
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Foundation for the AI Era: Texas Instruments Commences Volume Production at $60 Billion SM1 ‘Mega-Fab’ in Sherman, Texas
Today 14:15 EST
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ADI
AMD
F
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MDT
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The GaN Revolution: Onsemi and GlobalFoundries Set to Supercharge AI Data Centers and EVs with 200mm GaN-on-Silicon Breakthrough
Today 14:13 EST
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GFS
ON
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Micron Breaks Ground on $24 Billion ‘Double-Story’ Megafab in Singapore to Combat Global NAND Crisis
Today 14:12 EST
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AMZN
MU
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SK Hynix Invests $13 Billion in World’s Largest HBM Packaging Plant (P&T7) to Power NVIDIA’s Rubin Era
Today 14:10 EST
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Intel Reclaims the Silicon Throne: 18A Enters High-Volume Production, Completing the ‘5 Nodes in 4 Years’ Odyssey
Today 14:08 EST
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Silicon’s New Horizon: TSMC Hits 2nm Milestone as GAA Transition Reshapes AI Hardware
Today 14:06 EST
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ASML’s $71 Billion Ambition: The High-NA EUV Revolution Powering the AI Era
Today 14:04 EST
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ASML
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NVIDIA Shatters Records with $57B Quarterly Revenue as Blackwell Ultra Demand Reaches “Off the Charts” Levels
Today 14:02 EST
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Japan’s FugakuNEXT Revolution: RIKEN Deploys Liquid-Cooled NVIDIA Blackwell to Bridge Quantum and AI
Today 8:59 EST
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AMD
FJTSY
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Apple’s Silicon Fortress: Securing 2nm Hegemony and the Impending Yield Generation Gap
Today 8:58 EST
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AAPL
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Shattering the Copper Wall: Lightmatter and GUC Forge Silicon Photonics Future in 2026
Today 8:56 EST
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Bonds
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AMD
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Samsung Hits 70% Yield on 2nm GAA (SF2P): A Turning Point for the AI Chip Supply Chain
Today 8:54 EST
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AMD
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Silicon Sovereignty: Microsoft Taps Intel’s 18A-P Node for Next-Gen Maia 2 AI Accelerators
Today 8:53 EST
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Intel Launches Core Ultra Series 3 “Panther Lake” at CES 2026: The 18A Era Begins
Today 8:51 EST
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AWS Sets New Standard for Cloud Inference with NVIDIA Blackwell-Powered G7e Instances
Today 8:49 EST
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Samsung’s HBM4 Breakthrough: NVIDIA and AMD Clearance Signals New Era in AI Memory
Today 8:47 EST
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SK Hynix Emerges as Indisputable “AI Memory King” with 70% Share of NVIDIA’s HBM4 Orders for “Vera Rubin” Platform
Today 8:45 EST
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Silicon Marriage of the Century: NVIDIA Finalizes $5 Billion Strategic Investment in Intel to Reshape the AI Landscape
Today 8:43 EST
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The Angstrom Revolution: Intel Ignites the High-NA EUV Era with ASML’s EXE:5200
Today 8:41 EST
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Intel Unveils World’s First “Thick-Core” Glass Substrate at NEPCON Japan 2026
Today 8:39 EST
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The $250 Billion Silicon Pivot: US and Taiwan Seal Historic Pact to Secure the Future of AI
Today 8:37 EST
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Intel Reclaims the Silicon Throne: 18A Node Hits High-Volume Production, Ending a Five-Year Marathon
Today 8:35 EST
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Silicon’s Next Giant Leap: TSMC Commences High-Volume 2nm Production as the Global AI Arms Race Intensifies
Today 8:33 EST
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