Qualcomm, Inc. is a leading technology company that specializes in designing and manufacturing semiconductors and telecommunications equipment. Known for its innovations in mobile broadband technology, Qualcomm develops advancements in wireless communication, particularly in the realms of 5G connectivity and mobile processors. The company plays a crucial role in enabling smartphones, tablets, and various connected devices with its chipsets and software solutions. Additionally, Qualcomm is involved in research and development to expand the capabilities of the Internet of Things (IoT) and automotive technology, driving the future of connectivity across different industries. Read More
The world’s biggest tech firms are building their AI future with the help of Arm Holdings. Here's what to expect when ARM reports Q3 results on Feb. 4.
As the semiconductor industry hurtles toward the "Angstrom Era," Apple Inc. (NASDAQ: AAPL) has reportedly moved to solidify a total technological monopoly for 2026. Industry insiders and supply chain reports confirm that the Cupertino giant has successfully reserved over 50% of Taiwan Semiconductor Manufacturing Company’s (NYSE: TSM) initial 2nm—or N2—manufacturing capacity. By making massive capital [...]
As of January 30, 2026, the global semiconductor landscape is undergoing a tectonic shift. Samsung Electronics (KRX: 005930) has officially reached a critical performance and yield milestone for its 2nm (SF2P) production process, signaling a major challenge to the long-standing dominance of Taiwan Semiconductor Manufacturing Company (NYSE: TSM). Following its Q4 2025 earnings report, Samsung [...]
The landscape of personal computing underwent a seismic shift at CES 2026 as Intel (NASDAQ: INTC) officially unveiled its Core Ultra Series 3 processors, codenamed "Panther Lake." Representing the most significant architectural leap for the company in a decade, Panther Lake is the first consumer lineup built on the highly anticipated Intel 18A process node. [...]
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
As of January 2026, the long-promised "AI PC" has transitioned from a marketing catchphrase into the dominant paradigm of personal computing. Driven by the massive hardware refresh cycle following the retirement of Windows 10 in late 2025, over 55% of all new laptops and desktops hitting the market today feature dedicated Neural Processing Units (NPUs) [...]
As of early 2026, the semiconductor landscape has reached a historic turning point, moving definitively away from the monolithic chip designs that defined the last fifty years. In their place, a new architecture known as 3.5D Advanced Packaging has emerged, powered by the Universal Chiplet Interconnect Express (UCIe) 3.0 standard. This development is not merely [...]
In a move that has sent shockwaves through the global semiconductor industry, NVIDIA (NASDAQ: NVDA) has officially confirmed a landmark dual-foundry strategy, marking a historic shift away from its exclusive reliance on TSMC (NYSE: TSM). According to internal reports and supply chain data as of January 2026, NVIDIA is moving the production of its critical [...]
The semiconductor industry was sent into a tailspin this week as Intel Corp. (Nasdaq: INTC) reported fourth-quarter 2025 financial results that, while exceeding immediate expectations, painted a grim picture for the year ahead. Despite a revenue beat and a surprising jump in adjusted earnings for the final quarter of 2025,
As of early 2026, the promise of a truly "personal" artificial intelligence has transitioned from a Silicon Valley marketing slogan into a localized reality. The shift from cloud-dependent AI to sophisticated edge processing has fundamentally altered our relationship with mobile devices. Central to this transformation are the Apple A18 Pro and the Google Tensor G4, [...]
As of January 2026, the scorched earth of Phoenix, Arizona, has officially become the most strategically significant piece of real estate in the global technology sector. Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s most advanced chipmaker, has successfully transitioned its Arizona "Gigafab" complex from a contentious multi-billion dollar bet into a high-yield production powerhouse. [...]
As of January 2026, the global semiconductor landscape has reached a definitive turning point. For decades, the industry was locked in a duopoly between the x86 architecture, dominated by Intel (Nasdaq: INTC) and AMD (Nasdaq: AMD), and the proprietary ARM Holdings (Nasdaq: ARM) architecture. However, the last 24 months have seen the meteoric rise of [...]
As of early 2026, the computing landscape has undergone its most significant architectural shift since the transition to mobile. In a whirlwind 24-month period spanning 2024 and 2025, the "AI PC" moved from a marketing buzzword to the industry standard, fundamentally altering how humans interact with silicon. Driven by a fierce "TOPS war" between Intel, [...]
As of early 2026, the artificial intelligence landscape has undergone a seismic shift from centralized data centers to the palm of the hand. At the heart of this transition is Meta Platforms, Inc. (NASDAQ: META) and its Llama 3.2 model series. While the industry has since moved toward the massive-scale Llama 4 family and "Project [...]
As the tech industry converges at CES 2026, the narrative of artificial intelligence has shifted from massive cloud data centers to the palm of the hand and the edge of the network. Ambarella (NASDAQ:AMBA), once known primarily for its high-definition video processing, has fully emerged as a titan in the "Physical AI" space. The company’s [...]
As the calendar turns to early 2026, the global semiconductor landscape is witnessing a tectonic shift that many industry veterans once thought impossible. The open-source RISC-V architecture, long relegated to low-power microcontrollers and experimental academia, has officially graduated to the data center. This week, the Hangzhou-based startup SpacemiT made waves across the industry with the [...]
The semiconductor industry, the undisputed engine of the global economy for the past three years, is facing a stark reality check as January 2026 draws to a close. What began as a triumphant year-end for high-flyers like Broadcom Inc. (Nasdaq: AVGO) has curdled into a period of intense volatility, triggered
As of January 27, 2026, Intel Corporation (Nasdaq: INTC) finds itself at the most critical juncture in its 58-year history. Once the undisputed titan of the semiconductor world, the company is now halfway through a radical, high-stakes transformation dubbed "IDM 2.0." While the Silicon Valley pioneer has successfully hit several key technical milestones in the [...]
