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Piper Sandler Sees 10x Increase In NVIDIA’s GPU Capacity And A 35x Decrease In Model Inference Costs As Seeds For The Upcoming “AI Wave 2”

Super Micro Computer’s Liquid-Cooling Technology Increases Rack Compute Power By Over 2x, Claims An Analyst

Another report mentions why Apple will not release the M4 Ultra

Apple’s M4 Ultra May Never See The Light Of Day Due To Production Challenges, With The Chipset Release Not Contributing To Sales Due To Being Found In Pricier Products

China’s In-House EUV Machines Reportedly Entering Trial Production In Q3 2025, Utilizing An Approach That Offers A Simpler, Efficient Design; SMIC & Huawei To Benefit Greatly

NVIDIA’s Latest Patent Attempts To Solve One Of AI Computing’s Biggest Challenges

M3 Ultra gets spotted in first benchmark leak

M3 Ultra’s Top-End Configuration With A 32-Core CPU Gets Spotted In First Benchmark Run; 29 Percent Faster Than M2 Ultra, But Registers Just Single-Digit Improvement Over M4 Max

Super Micro Computer (SMCI) March-Quarter Revenue To Be Impacted By “Blackwell Queue” And NVIDIA’s Ongoing Preference For Hyperscalers, As Per The Insights Gleaned By An Analyst From A Fireside Chat

Apple could be preparing a Mac Studio with an M3 Ultra chipset

Mac Studio Refresh Could Arrive This Week, With A Report Mentioning A Surprising M3 Ultra Unveiling Alongside It, More Powerful M4 Ultra Could Be Exclusive To The Mac Pro

Bernstein: NVIDIA Now Trades “Below Parity Relative To SOX,” And TSMC’s $100 Billion Investment In The US Will Keep Intel At “Arm’s Length”

Apple C1 5G modem gets a closer look

iPhone 16e’s C1 5G Modem Gets A Deeper Inspection, Revealing That The Sub-System Completely Replaces The Snapdragon Option, While Maintaining The Same Package Structure

Three People Allegedly Linked To Shipping NVIDIA’s AI GPUs To China Charged By Singapore Police

Samsung has an estimated 10 months to start mass production of its 2nm GAA process

Samsung Is Estimated To Have 10 Months Remaining To Kick Off Mass Production Of Its 2nm GAA Technology, But Analysts Claim That The Yield Progress Is Significantly Better

Super Micro Computer (SMCI) Has Revealed A New “Customer G,” Responsible For 31 Percent Of Its Revenue In Fiscal Q2’25

NVIDIA Beats Analyst Estimates For Q4 Earnings, Shares Erratic & Reverse Course

Loop Capital On Super Micro Computer (SMCI): “We’re Raising Our PT For The Third Time In Five Weeks (To $70 From $50 From $40)”

Intel B580 GPU

TSMC Is Yet To Report Any Intel Acquisition Plans To Taiwan Government, Says Minister

NVIDIA Insiders Sell $1.6 Billion Of Stock, Buy Nothing A Year Ahead Of Today’s Earnings

[Update: 10-K Filed] Super Micro Computer (SMCI) Still Has A Few Tricks Up Its Sleeve Even If No Form 10-K Materializes Today

NVIDIA Is The Cheapest AI Stock In Our List Ahead Of Earnings, Says Investment Advisory Firm

Apple rumored to launch its C3 5G modem in 2027

Apple’s In-House C3 5G Modem Planned For A 2027 Release, Which Is The Same Year That The Company’s Licensing Agreement With Qualcomm Will End

Apple to reportedly mass produce the M5 by the second half of 2025

Apple’s M5 Could Enter Mass Production As Soon As The Second Half Of 2025; Apart From Macs And iPads, The SoC Will Be Found In The Company’s AI Servers Made In Houston

Trump Admin’s Made In US Chip Push Leads To Intel Share Price Target Hike At Investment Bank

TSMC can reach 80,000 monthly wafers of its 2nm technology

TSMC’s Efforts In 2nm Production Could See The Company Reaching 50,000 Monthly Wafers In 2025; With Both Facilities Operational, Output Could Reach 80,000 Units

China Has Managed To Successfully Surpass South Korea In All Categories Of Semiconductor Technology, At Least According To A Survey Of Local Experts

Here Is What Wall Street Analysts Are Forecasting About NVIDIA’s GB200, B200, And NVL Rack Server Shipments Ahead Of The Earnings Next Week

Samsung executive urges employees to share burden and responsibility in developing the Exynos 2500 and Galaxy S26 series

Samsung’s Semiconductor Head Sent An Email To Employees, Urging Them To Share The Resposibility And Burden Of Developing The Exynos 2500 And Galaxy S26 At The Same Time

President Trump Outlines 25% Chip Tariffs As Taiwan Chip Companies Start Plans To Shift Production To US

Bernstein Wants Broadcom To “Stay Away” From Intel’s Fabs, While Cantor Fitzgerald Thinks That A Split Of DesignCo/IFS Is A “Done Deal”

Trump Administration’s Made In America Push Could See Intel Sell 20% Of Foundry Business To TSMC – Report

TSMC CEO Had Dismissed Acquiring Intel’s Fabs In October

Intel’s TSMC Joint Venture Unlikely As Latter Might Build Packaging Factory Instead, Says Investment Bank

Morgan Stanley Research: With $16 Billion In R&D Spending This Year Alone, NVIDIA “Can Maintain A 4–5‑year Development Cycle By Running Three Design Teams Sequentially — Each With An 18–24‑Month Architectural Cadence”

Super Micro Computer (SMCI) Prices Its New $700 Million Convertible Notes: Institutional Buyers Of These Notes Are Betting On The Resolution Of The Company’s Regulatory Woes

Baird Cites Supply Chain Chatter That “TSMC Would Send Engineers To Intel’s 3nm/2nm Fab,” Citi Notes That Intel’s Microprocessor Share Is Now Lowest Since 2002