Can Micron’s $9.6bn Japan factory challenge Samsung and SK Hynix in AI memory?

Pallavi Madhiraju- November 30, 2025 0

Micron to invest $9.6 billion in Japan to build a next-gen HBM chip facility by 2028. Learn how it reshapes AI memory supply and Japan’s ... Read More

Can silicon carbide make Europe’s EV and energy supply chains truly self-reliant by 2030?

Venkatesh- November 25, 2025 0

Onsemi’s Czech SiC chip fab is Europe’s first fully integrated facility. Can it help the EU achieve self-reliance in EV and energy supply chains by ... Read More

Brussels approves Czech support for Onsemi in Europe’s push for chip sovereignty

Venkatesh- November 21, 2025 0

The EU has approved €450 million in Czech State aid for Onsemi’s silicon carbide chip plant. Learn why this move is a strategic leap for ... Read More

Can Intel become SoftBank’s next Arm? Why the $2bn bet could reshape its AI hardware strategy

Venkatesh- November 17, 2025 0

SoftBank’s August investment in Intel Corporation is now coming into focus as a strategic wager on AI infrastructure, echoing the playbook it once used with ... Read More

Intel’s AI pivot gains ground as foundry and x86 bets lift Q3 earnings beyond expectations

Venkatesh- October 30, 2025 0

Intel’s AI strategy and foundry push lifted Q3 2025 earnings past expectations. Find out how it's regaining relevance in the age of accelerated computing. Read More

Why GlobalFoundries is betting €1.1bn on Dresden’s chip future—and what it means for Europe’s supply chain ambitions

Srinath- October 30, 2025 0

GlobalFoundries’ €1.1B Dresden expansion could reshape Europe’s chip supply chain. Find out how this plays into EU sovereignty and automotive demand. Read More

Aeluma makes bold move to boost in-house semiconductor production with new equipment buy

Soujanya Ravi- October 28, 2025 0

Find out how Aeluma’s latest equipment acquisition could redefine its semiconductor manufacturing strategy and accelerate commercialization. Read More

Inside NVIDIA and TSMC’s first made-in-America Blackwell chip wafer — And why investors are watching Arizona

Pallavi Madhiraju- October 18, 2025 0

Find out how NVIDIA and TSMC’s first U.S.-built Blackwell wafer is redefining semiconductor manufacturing and reshaping the global AI chip supply chain. Read More

Intel secures $8.9bn U.S. government investment as Trump Administration takes equity stake

Pallavi Madhiraju- August 23, 2025 0

Intel secures $8.9B U.S. government investment under Trump, cementing its role in domestic chipmaking and national security. Read full details now. Read More