semiconductor industry

The rapidly evolving landscape of artificial intelligence hardware has become a defining battleground for technology giants and investors alike, setting the stage for a new era of industry consolidation, risk, and opportunity. Never before has the contest to design, manufacture, and scale...

Microsoft's ambitious endeavor to develop an in-house AI chip, codenamed "Braga," has encountered significant setbacks, delaying its mass production to 2026 and raising concerns about its competitiveness against NVIDIA's established offerings. The Genesis of Microsoft's AI Chip Initiative In...

Intel's forthcoming Intel Supplier Summit on June 11 is poised to be a pivotal event, as the company aims to address recent scrutiny over delays in its advanced process nodes and yield challenges. This summit is expected to serve as a platform for Intel to reinforce its transformation efforts...

The evolution of enterprise technology over the past several years has been punctuated by massive, industry-shaking events and slow-burning trends alike, but few editorial projects have captured the nuance of this transformation quite like Dave Vellante’s “Breaking Analysis.” This weekly...

The exponential rise of artificial intelligence in recent years has set off a transformative wave across the global hardware infrastructure landscape, revealing a new battleground where data centers, cloud providers, and semiconductor giants compete and collaborate to shape the future. In 2025...

Amid rising global concern over technological dominance, the United States currently leads in artificial intelligence innovation, but experts and industry leaders are ringing alarm bells regarding sustainability and future leadership. At a recent U.S. Senate Commerce Committee hearing...

Microsoft’s push for Copilot to become the centerpiece of digital productivity took a striking turn this week, while Apple endured fresh scrutiny on Capitol Hill, and global tech titans navigated supply chain headaches, regulatory probes, and the shifting tectonics of the EV market. The latest...

The European Union is gearing up for a bold new chapter in technology policy that could have ripple effects well beyond continental borders—including for Windows enthusiasts worldwide. Amid global talks of technological sovereignty and efficient AI integration, EU decision-makers are preparing...