Chips

Quantum Motion has deployed the first full-stack quantum computer built using standard silicon chip fabrication, a milestone that could accelerate scalable quantum systems.

This high-stakes deal could either restore America’s semiconductor leadership or serve as a warning about failed industrial policy.

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Qualcomm Bets on W5+ Gen 2 To Expand Wearable Adoption

The launch of Qualcomm’s Snapdragon W5+ Gen 2 and W5 Gen 2 platforms goes beyond a routine upgrade, tackling battery life, design, and connectivity barriers limiting wearable adoption.

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3 Competing Visions for Intel’s Next Chapter

Intel’s future hangs on three competing visions from Pat Gelsinger, Craig Barrett, and Lip-Bu Tan. Each offers different tradeoffs for investors, employees, and customers.

AMD's Threadripper 9000 series redefines high-performance computing with unmatched cores, massive bandwidth, and a bold Lenovo partnership that reshaped the workstation market.

Tesla’s $16.5B Samsung deal goes beyond chipmaking, boosting AI ambitions, strengthening supply chains, and reshaping its role in automotive tech.

China’s indium selenide wafer breakthrough marks a leap beyond silicon. It won’t upend the chip industry overnight, but signals a new phase in the U.S. – China race for next-gen semiconductors.

Intel’s turnaround plan includes major layoffs and outsourcing marketing to Accenture’s AI. Can the chipmaker regain its edge — or is it a risky bet?

AI is driving a new era of hardware disruption, echoing past tech revolutions and raising existential risks for today’s leading chipmakers.

ANALYST COMMENTARY

AMD’s AI Surge Challenges Nvidia’s Dominance

With open-source tools and strong benchmark results, AMD is challenging the AI market status quo and expanding its role in next-gen performance computing.

With sweeping product announcements across GPUs, CPUs, and AI PCs, AMD is signaling that its transformation from a high-performance computing stalwart to a full-spectrum AI leader is well underway.

AMD’s embedded business is gaining momentum with a broad AI-focused portfolio and a modular strategy that could capture market share as Intel stumbles at the edge.

While tariffs create a clear incentive to bring manufacturing back to the U.S., this is far from an easy task. Building up the kind of manufacturing capacity the U.S. once had will take decades, as it did in China.

R&D cycles for Chinese EVs typically span nine to 18 months. In contrast, many Western automakers require five to seven years to bring a new vehicle from concept to production. If this gap isn’t closed fast, the Western auto industry could become irrelevant by 2030.

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