AI demand

Qualcomm spends $4B on Modular to loosen Nvidia's AI grip
AI Silicon

Qualcomm spends $4B on Modular to loosen Nvidia’s AI grip

Qualcomm's near-$4B bet on Modular keeps the AI software startup independent while chasing an open, multi-silicon stack.

Quantum advantage claim survives eight months of scrutiny

Quantum advantage claim survives eight months of scrutiny

Samsung foundry engineers defect to SK Hynix over bonus gap

Samsung foundry engineers defect to SK Hynix over bonus gap

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Industry & Markets

Silicon wafer shipments climb 7.4 percent as AI widens demand

Memory & Storage

PSMC raises DRAM wafer prices 45 percent as AI demand tightens supply

Industry & Markets

May global chip sales hit record $120.6 billion, up 104% year over year