Intel Corporation is a leader in semiconductor manufacturing, specializing in the design and production of advanced integrated circuits and microprocessors that power a wide range of computing devices, from personal computers to data centers and Internet of Things applications. The company is renowned for its innovative technologies that drive performance and efficiency in computing, offering products tailored for various sectors including consumer, enterprise, and mobile markets. In addition to hardware, Intel also invests in software and services to support its ecosystem, fostering advancements in artificial intelligence, cloud computing, and autonomous systems. Through its commitment to research and development, Intel plays a critical role in shaping the future of technology. Read More
In a move that signals the end of the "asset-light" era for quantum computing, IonQ (NYSE: IONQ) has announced a definitive $1.8 billion acquisition of SkyWater Technology (NASDAQ: SKYT), effectively transforming itself into the industry’s first vertically integrated quantum powerhouse. The deal, finalized in the early weeks of
As the global technology sector braces for the upcoming earnings season, all eyes are fixed on NVIDIA (NASDAQ: NVDA), which is scheduled to report its fourth-quarter and full-year fiscal 2026 results on February 25, 2026. With less than three weeks to go, a wave of bullish sentiment has swept across
CAMBRIDGE, UK — In a market once defined by its dominance in the pockets of billions, Arm Holdings (NASDAQ: ARM) has officially completed its migration from the palm of the hand to the heart of the cloud. Following its third-quarter fiscal 2026 earnings report on February 6, the British chip designer
In a move that has recalibrated the scale of the global technology arms race, Amazon.com, Inc. (NASDAQ:AMZN) stunned Wall Street this week by announcing a massive $200 billion capital expenditure guidance for 2026. This unprecedented figure, aimed squarely at securing dominance in generative AI and satellite infrastructure, represents
Date: February 9, 2026 Introduction As the global economy grapples with the transformative shifts of the mid-2020s, the "AI gold rush" has moved beyond the chip designers and into the ultra-precise world of semiconductor manufacturing equipment. At the heart of this transition is Lam Research (Nasdaq: LRCX), a Silicon Valley stalwart that has reinvented itself [...]
In a historic session for Wall Street, shares of Nvidia (NASDAQ:NVDA) surged more than 8% on Friday, February 6, 2026, breathing new life into the global technology trade. The rally was ignited by a high-stakes television appearance by CEO Jensen Huang, who declared that the demand for artificial intelligence
In a historic display of market resilience and technological optimism, the Dow Jones Industrial Average closed above the 50,000-point milestone for the first time in history on Friday, February 6, 2026. The blue-chip index surged by a staggering 1,200 points during the session, ending the day at 50,
Shares of computer processor maker Intel (NASDAQ:INTC)
jumped 4.6% in the afternoon session after reports revealed that the company planned to raise server CPU prices amid shortages, coupled with a massive spending forecast from cloud giant Amazon.
Advanced Micro Devices (NASDAQ: AMD) has delivered a resounding statement to the semiconductor industry, reporting fourth-quarter 2025 earnings that shattered analyst expectations and signaled a massive shift in the landscape of artificial intelligence infrastructure. The chipmaker posted non-GAAP earnings of $1.53 per share, representing a blistering 40% year-over-year jump
The landscape of artificial intelligence underwent a tectonic shift at CES 2026 as NVIDIA (NASDAQ: NVDA) officially took the wraps off its "Vera Rubin" architecture. Named after the legendary astronomer who provided the first evidence for dark matter, the Rubin platform is not merely an incremental update but a complete reimagining of the AI data [...]
As of February 2026, the global semiconductor landscape has undergone a tectonic shift, marking the end of the long-standing x86 and ARM duopoly. RISC-V, the open-standard Instruction Set Architecture (ISA), has matured from a promising academic project into a dominant industrial powerhouse. This evolution is most visible in the automotive and Internet of Things (IoT) [...]
As of February 6, 2026, the global semiconductor industry has reached a historic inflection point where environmental sustainability is no longer a peripheral corporate goal but a core requirement for high-end chip production. Driven by aggressive climate targets and a fundamental shift in regulatory landscapes across the United States and Europe, the race to build [...]
The semiconductor industry has reached a historic inflection point. For five decades, the industry followed the traditional Moore’s Law, doubling transistor density by physically shrinking the components on a single piece of silicon. However, as of February 2026, that "geometrical scaling" has hit a physical and economic wall. In its place, a "New Moore’s Law"—more [...]
In a landmark week for the global semiconductor industry, Japan’s state-backed chip venture, Rapidus, has announced a series of critical milestones that bring the nation closer to reclaiming its status as a premier manufacturing powerhouse. As of February 2026, Rapidus has officially transitioned from an ambitious blueprint to a functional operational entity, releasing its first [...]
As of February 2026, the semiconductor industry has reached a pivotal inflection point, transitioning from the experimental use of artificial intelligence to the full-scale deployment of "Agentic AI." Unlike previous iterations of machine learning that acted as reactive assistants, these new autonomous agents are beginning to manage end-to-end logistics and production workflows. This evolution marks [...]
The semiconductor industry has reached a pivotal milestone in the race toward sub-2nm chip production. As of February 2026, ZEISS SMT has officially commenced the global deployment of its AIMS® EUV 3.0 systems to all major semiconductor fabs. This next-generation actinic mask qualification system is the final piece of the infrastructure puzzle required for High-NA [...]
In a series of rapid-fire strategic moves finalized this week, Intel Corporation (NASDAQ: INTC) has signaled a definitive pivot in its quest to capture the burgeoning AI data center market. The centerpiece of this transformation is the appointment of legendary silicon architect Eric Demers as Senior Vice President and Chief GPU Architect. Demers, a veteran [...]
In a move that has sent shockwaves through the technology sector and the global gaming community, NVIDIA (Nasdaq: NVDA) has reportedly decided to skip releasing any new gaming GPUs in 2026. This marks the first time in three decades that the hardware giant will let a full calendar year pass without a significant refresh or [...]
In a move that underscores the relentless demand for artificial intelligence and high-performance computing, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has announced a record-shattering capital expenditure budget of up to $56 billion for 2026. This massive financial commitment represents a nearly 40% increase over the previous year, signaling TSMC’s intent to cement its dominance as [...]
