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A patent dispute over vertical power delivery has pulled Luxshare, Foxconn Industrial Internet and Ingrasys into a USITC investigation. The technology is becoming central to AI...
AI demand, rising component prices, fully loaded fabs and long-term capacity lock-ups point to the same conclusion: supply is tight and demand is still accelerating.
Lumentum says its optical capacity is booked into early 2029, while FCC restriction rumors raise long-term questions. Here is the full analysis of the optical module...
A two-year-old startup founded by ex-DeepMind researchers has gone from USD 545M to USD 25B in valuation. NVIDIA wants in, and the prize is not just...
ASML's Q3 2026 results show an AI-driven lithography boom: record margins, 113 new systems shipped, and customers discussing 2029 and 2030 orders. Capacity remains the constraint.
Samsung has reportedly locked nearly 80% of its 2027 memory capacity into multi-year AI contracts with NVIDIA, Google and Microsoft. The full breaking analysis of HBM,...