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Semiconductors

    Foxconn now makes more money from AI servers than from everything else combined

    Foxconn now makes more money from AI servers than from everything else combined

    • Cristian Dina
    • Aug 12, 2026
    Apple has run out of iPhone shapes, and Jefferies just cut it to sell

    Apple has run out of iPhone shapes, and Jefferies just cut it to sell

    • Cristian Dina
    • Aug 10, 2026
    Intel spent $82bn buying its own shares. Now it wants $15bn back

    Intel spent $82bn buying its own shares. Now it wants $15bn back

    • Cristian Dina
    • Aug 10, 2026
    China just closed a gap in chipmaking that nobody talks about. The wafer size tells you how far it has to go.

    China just closed a gap in chipmaking that nobody talks about. The wafer size tells you how far it has to go.

    • Alina Maria Stan
    • Aug 8, 2026
    The US is mapping how China rents the Nvidia chips it cannot buy

    The US is mapping how China rents the Nvidia chips it cannot buy

    • Ana-Maria Stanciuc
    • Aug 7, 2026
    ‘No one-size-fits-all’: AMD buys a startup that etches AI models into silicon

    ‘No one-size-fits-all’: AMD buys a startup that etches AI models into silicon

    • Cristian Dina
    • Aug 7, 2026
    ‘The most valuable building on Earth’: Musk breaks ground on a $16.8bn chip fab

    ‘The most valuable building on Earth’: Musk breaks ground on a $16.8bn chip fab

    • Darius Popa
    • Aug 7, 2026
    Nvidia is building an AI safety team, and it has a business reason

    Nvidia is building an AI safety team, and it has a business reason

    • Ana Maria Constantin
    • Aug 6, 2026
    Google Cloud is booming by selling the AI chips its own researchers can’t get

    Google Cloud is booming by selling the AI chips its own researchers can’t get

    • Ana Maria Constantin
    • Aug 6, 2026
    AI’s bottleneck moved from chips to wiring. This startup raised $700m to fix it with light

    AI’s bottleneck moved from chips to wiring. This startup raised $700m to fix it with light

    • Cristian Dina
    • Aug 6, 2026

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