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OpenAI’s Stargate Deal Heralds Shift Away From Microsoft
OpenAI's announcement of the Stargate Project, a $500 billion venture with Oracle and SoftBank to build AI data centers, marks a significant shift in its relationship with Microsoft. The project, unveiled at a White House press conference without Microsoft's presence,...
SK Hynix Rides AI Wave to Record-Breaking Profits
SK Hynix, a key supplier of high-bandwidth memory (HBM) chips to AI giant Nvidia, reported unprecedented quarterly and annual results for 2024. The South Korean memory chip maker saw its Q4 net profit soar to $5.6B, surpassing analyst estimates. Full-year revenue...
AI Designs Computer Chips We Can’t Understand — But They Work Really Well
AI is redefining chip design through "inverse design," as showcased in a recent Nature Communications study by researchers from Princeton University and IIT Madras. Using deep learning models, such as convolutional neural networks (CNNs), engineers can now design...
TSMC Reportedly Building Two More CoWoS Facilities, Debunking Order Cut Rumors
TSMC is set to invest over $6B in initial funding to build two new CoWoS (Chip-on-Wafer-on-Substrate) facilities at Southern Taiwan Science Park Phase III, with construction slated to start in March 2025 and completion by April 2026. These facilities, covering 25...
G7 vs BRICS+ GDP 2025
The G7 continues to dominate the global economy, holding a 45% GDP share compared to the expanding BRICS+ bloc. This bloc now includes five new members and eight partners, collectively accounting for 29% of the world economy in 2025. Initially formed to highlight...
NVIDIA’s Novel Approach to LLM Instruction Alignment: Revolutionizing Chip Design
NVIDIA Research has unveiled "ChipAlign," a groundbreaking method that enhances how large language models (LLMs) used in chip design understand and follow human instructions. ChipAlign combines the strengths of general instruction-following AI with chip-specific...
Microsoft Overhauls Engineering to Lead AI’s Three-Year Revolution
Microsoft CEO Satya Nadella announced a bold restructuring to form "CoreAI - Platform and Tools," merging the AI platform team, developer division, and others to drive the company’s focus on agentic AI. Nadella likens this era to compressing 30 years of technological...
Humanoid Robots Are Taking Over iPhone Production in the shift toward full automation across industries
“Full automation” represents a seamless collaboration between humans and humanoid robots, combining human creativity and adaptability with robotic precision. UBTech Robotics and Foxconn are transforming iPhone production through a strategic partnership integrating...
7 Best Semiconductor Stocks to Buy Now – QUALCOMM, Micron, AMD, Broadcom, TSMC, and NVIDIA
The global semiconductor market is forecasted to grow to $627 billion in 2024 (19% YoY) and $697 billion in 2025 (11.2% YoY), fueled by rising demand in AI, advanced nodes, and next-gen memory like HBM4. These trends pave the way for a strong performance by Applied...
TSMC Targets 2026 for 1.6nm Chip Volume Production
TSMC is drastically increasing its expenditures to get its cutting-edge 1.6nm chips into 'volume production' by 2026, with big revenue increases expected. Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans to begin volume production of its advanced...
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