Sidus Space is enjoying its moment in the spotlight after winning a massive defense contract, and the growth witnessed by the space sector in recent months.
The automotive industry has officially crossed the rubicon from mechanical engineering to high-performance silicon, as cars transform into "computers on wheels." In a landmark announcement on January 2, 2026, Tesla (NASDAQ: TSLA) and Samsung Electronics (KRX: 005930) finalized a staggering $16.5 billion deal for the production of next-generation A16 compute chips. This partnership marks a [...]
As of January 2, 2026, the global semiconductor landscape has entered a precarious new era of "managed restriction." In a series of high-stakes regulatory shifts that took effect on New Year’s Day, the United States and China have formalized a complex web of export controls that balance the survival of global supply chains against the [...]
After a historic data breach and a costly billion-dollar apology, could this mark the start of renewed confidence, or will investor skepticism linger longer than the headlines?
As the calendar turns to early 2026, the European Union is standing at a critical crossroads in its quest for technological sovereignty. The European Commission has officially initiated a high-stakes review of the European Chips Act, colloquially dubbed "Chips Act 2.0," aimed at recalibrating the bloc's ambitious goal of doubling its global semiconductor market share [...]
In a landmark moment for the American semiconductor industry, Intel Corporation (NASDAQ:INTC) has officially commenced high-volume manufacturing (HVM) of its cutting-edge 18A (1.8nm-class) process technology at its Fab 52 facility in Ocotillo, Arizona. This achievement marks the first time a United States-based fabrication plant has successfully surpassed the 2nm threshold, effectively reclaiming a technological lead [...]
Wall Street's savviest money managers are shunning high-flying quantum computing pure-play stocks in favor of a cash-rich, industry-leading company that has a laundry list of competitive advantages.
The semiconductor industry is currently witnessing its most significant materials shift in decades as manufacturers move beyond traditional organic substrates toward glass. Intel Corporation (NASDAQ:INTC) and other industry leaders are pioneering the use of glass substrates, a breakthrough that offers superior thermal stability and allows for significantly tighter interconnect density between chiplets. This transition has [...]
As of early 2026, the semiconductor industry has reached a definitive turning point. The traditional method of carving massive, single-piece "monolithic" processors from silicon wafers has hit a physical and economic wall. In its place, a new era of "heterogeneous integration"—popularly known as the Chiplet Revolution—is now the primary engine keeping Moore’s Law alive. By [...]
Adobe and Alibaba stocks have had a rough few years, but recent news and partnerships suggest a potential for growth. Goldman Sachs also looks promising.
As the calendar turns to 2026, the artificial intelligence industry has arrived at a pivotal architectural crossroads. For decades, the movement of data within computers has relied on the flow of electrons through copper wiring. However, as AI clusters scale toward the "million-GPU" milestone, the physical limits of electricity—long whispered about as the "Copper Wall"—have [...]
TSMC stock rises on obtaining a U.S. export license for its China plant. Discover how this impacts AI chip supply and the upcoming investor conference.
In a landmark shift for the global semiconductor industry, RISC-V, the open-source instruction set architecture (ISA), has officially captured a 25% share of the global processor market as of January 2026. This milestone signals the end of the long-standing x86 and Arm duopoly, ushering in an era where silicon design is no longer a proprietary [...]
Intel has officially claimed a decisive first-mover advantage in the burgeoning "Angstrom Era" by announcing the successful completion of acceptance testing for ASML’s Twinscan EXE:5200B High-NA EUV machines. This milestone, achieved at Intel’s D1X facility in Oregon, marks the transition of High-Numerical Aperture (High-NA) lithography from a research-and-development curiosity into a high-volume manufacturing (HVM) reality. [...]
Disagreements within the Fed regarding the pace of easing in 2026 and sharp volatility in the precious metals market in late December amplified the cautious investor sentiment at the start of the new year.
As the artificial intelligence revolution enters its most demanding phase in 2026, the semiconductor industry has reached a pivotal turning point. The traditional methods of powering microchips—which have remained largely unchanged for decades—are being discarded in favor of a radical new architecture known as Backside Power Delivery (BSPDN). This shift is not merely an incremental [...]
The semiconductor industry has reached its most significant architectural milestone in over a decade. As of January 2, 2026, the transition from the long-standing FinFET (Fin Field-Effect Transistor) design to the revolutionary Nanosheet, or Gate-All-Around (GAA), architecture is no longer a roadmap projection—it is a commercial reality. Leading the charge are Taiwan Semiconductor Manufacturing Company [...]
In a move that signals a tectonic shift in the global semiconductor landscape, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially commenced mass production of its 2-nanometer (N2) chips at Fab 22 in Kaohsiung. This milestone marks the industry's first large-scale deployment of nanosheet Gate-All-Around (GAA) transistors, a revolutionary architecture that ends the decade-long dominance [...]
The global race for artificial intelligence supremacy has shifted from the logic of the processor to the speed of the memory that feeds it. In a bold opening to 2026, Samsung Electronics (KRX: 005930) has officially declared that "Samsung is back," signaling an end to its brief period of trailing in the High-Bandwidth Memory (HBM) [...]
