AI HardwareSamsung Chip Profit Jumps 48-Fold as Korea's AI Boom Splits Its EconomySalvado•Jul 11, 2026
AI Hardware & InfrastructureSOXX Up 79% YTD as Edge AI Chips Open a Second Front Against Datacenter GPU DominanceSalvado•Jun 23, 2026
AI HardwareVera Rubin vs. Zhenwu: Competing Chip Architectures Will Set AI's Cost CurveSalvado•Jun 5, 2026
AI Hardware & Chip DesignNvidia, Broadcom, and OpenAI Move to Own AI's Silicon StackSalvado•May 25, 2026
AI Hardware & InfrastructureHBM's 3x Wafer Cost Lock Keeps AI Memory Prices Elevated Through 2027Salvado•May 12, 2026
AI HardwareBroadcom's $100B AI Chip Forecast Rests on a Single Chokepoint: TSMC's Taiwan FabsSalvado•Apr 28, 2026
AI HardwareU.S. Semiconductor Firms Pivot to Domestic AI Chip Production Amid China DecouplingSalvado•Apr 20, 2026
AI HardwareSemiconductor firms pivot to AI-focused advanced packaging as legacy product revenues declineSalvado•Apr 20, 2026
AI HardwareAdvanced Packaging Race Intensifies as Intel, Nvidia Push AI Chip Architectures Amid Supply Chain ShiftsSalvado•Apr 19, 2026
Hardware & SemiconductorsFed Rate Stability Through 2026 Anchors AI Chip Rally as Retail Trading Collapses 30%Salvado•Apr 17, 2026
AI HardwareSemiconductor Manufacturers Expand AI Chip Production Capacity Amid Infrastructure SurgeSalvado•Apr 15, 2026
AI HardwareNvidia Vera Rubin and Arteris FlexGen NoC Lead Semiconductor Architecture Shift for AI WorkloadsSalvado•Apr 12, 2026
AI HardwareAI Chip Stocks Surge as Marvell, TSMC Outpace Software Layer Amid Infrastructure ShiftSalvado•Apr 9, 2026
AI HardwareHuawei 950PR AI Chip Targets 750,000 Unit Shipments as US Export Restrictions Push ByteDance, Alibaba Away from NvidiaSalvado•Mar 30, 2026
AI HardwareAI Chip Design Tools Cut Development Time as Industry Faces Supply Chain PressureSalvado•Mar 30, 2026
AI HardwareArm Pivots to Manufacturing AI Chips, Targets $15B Annual Revenue in Five YearsSalvado•Mar 29, 2026
AI HardwareMarvell Technology Accelerates Custom AI Chip Development as Enterprise Demand SurgesSalvado•Mar 22, 2026
