Semiconductor Industry
OpenAI’s Trillion-Dollar Gambit: Why Its Massive Chip Deal with Broadcom is Reshaping the Future of AI
OpenAI’s massive deal with Broadcom for custom AI chips signals a new era where controlling the hardware is as crucial as designing the AI software.
The Trillion-Dollar Paradox: Why the AI Revolution is Built on the World’s Riskiest Foundation
TSMC’s stock is soaring as the AI boom’s insatiable need for chips outweighs deep geopolitical fears, creating a high-stakes paradox for the entire tech world.
The New Cold War is Fought with Silicon: Why a Dutch Chip Firm Takeover Signals a Global Tech Showdown
A Dutch government intervention in a chip firm takeover reveals a new era of tech geopolitics, with major implications for AI, cybersecurity, and startups.
Samsung’s Roaring Comeback: How the AI Gold Rush is Forging a New Tech Titan
Samsung is on track for its highest profit in 3 years, a surge driven not by phones, but by the AI boom’s insatiable demand for memory chips.