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Category: Semiconductors

Nexperia’s China Crisis Threatens Global Auto Production
BusinessManufacturingSemiconductors

Nexperia’s China Crisis Threatens Global Auto Production

Nexperia’s Dutch unit has taken the extraordinary step of publishing an open letter to its Chinese leadership, warning that customers face “imminent production outages.” The public plea comes after repeated private attempts to resolve supply chain issues failed to get “any meaningful response.”

by Darren HoltNovember 28, 2025
Baidu’s AI Chips Are China’s New Nvidia Alternative
AISemiconductorsTechnology

Baidu’s AI Chips Are China’s New Nvidia Alternative

Baidu is emerging as a major AI chip player in China through its Kunlunxin subsidiary. The company has laid out a five-year roadmap starting with M100 chips in 2026 and projects massive growth as US restrictions block Nvidia’s top products from the Chinese market.

by Darren HoltNovember 28, 2025
Intel CEO Backs Ex-TSMC Exec Amid IP Theft Lawsuit
BusinessSemiconductorsTechnology

Intel CEO Backs Ex-TSMC Exec Amid IP Theft Lawsuit

Intel’s CEO has publicly defended the hiring of former TSMC executive Wei-Jen Lo, calling TSMC’s lawsuit alleging potential technology transfer completely unfounded. The executive previously spent 18 years at Intel before joining TSMC, creating a complex employment history. This marks the first time

by Ryan HolbrookNovember 26, 2025
Tiny Diodes Protect Your Car’s Electronics From Power Surges
HardwareManufacturingSemiconductors

Tiny Diodes Protect Your Car’s Electronics From Power Surges

Toshiba has launched ultra-compact surge-protection diodes specifically for next-generation vehicle electronics. The XCEZ series features a 59% smaller footprint while handling up to 6W of surge power. These components are essential for ADAS, infotainment, and battery management systems.

by Ryan HolbrookNovember 26, 2025
Intel’s Next-Gen CPUs Get Faster RAM, Big AI Boost
ComputingHardwareSemiconductors

Intel’s Next-Gen CPUs Get Faster RAM, Big AI Boost

Intel is planning significant upgrades across its CPU lineup with faster memory support and major AI performance improvements. The Arrow Lake Refresh will support 7200 MT/s DDR5 out of the box, while Nova Lake’s NPU jumps to 74 TOPS. These changes could reshape desktop computing performance through

by Ryan HolbrookNovember 25, 2025
Next-Gen Memory Speeds Are Absolutely Wild for 2026
HardwareSemiconductorsTechnology

Next-Gen Memory Speeds Are Absolutely Wild for 2026

The IEEE ISSCC 2026 conference in February will showcase groundbreaking memory technologies including SK hynix’s 48 Gbps GDDR7 and Samsung’s 36 GB HBM4. These developments promise massive bandwidth improvements for future GPUs and AI accelerators. The conference will feature hundreds of research pap

by Ryan HolbrookNovember 25, 2025
Nvidia’s Earnings Rollercoaster Reveals Market Jitters
AISemiconductorsTechnology

Nvidia’s Earnings Rollercoaster Reveals Market Jitters

Nvidia’s earnings last week triggered a dramatic market rollercoaster that left investors questioning the sustainability of the AI boom. Despite strong results, profit-taking and shifting sentiment revealed underlying anxieties about tech valuations. The world’s largest company faces growing scrutin

by Ryan HolbrookNovember 24, 2025
Wall Street Goes Crazy for Nvidia After Blowout Earnings
AISemiconductorsTechnology

Wall Street Goes Crazy for Nvidia After Blowout Earnings

Nvidia’s spectacular earnings have Wall Street rushing to raise price targets. The chip giant reported $57 billion in revenue with projections of $65 billion next quarter, crushing expectations.

by Carter WellsNovember 21, 2025
Nvidia’s $57B Quarter Defies AI Bubble Fears
AIBusinessSemiconductors

Nvidia’s $57B Quarter Defies AI Bubble Fears

Nvidia just posted staggering quarterly results that exceeded even Wall Street’s highest expectations. The chipmaker’s $57 billion revenue represents 62% growth year-over-year, temporarily easing AI bubble concerns. CEO Jensen Huang promised even stronger performance ahead.

by Ryan HolbrookNovember 20, 2025
Qualcomm’s Survey Shows Snapdragon Dominance – But There’s a Catch
HardwareSemiconductorsTechnology

Qualcomm’s Survey Shows Snapdragon Dominance – But There’s a Catch

A Qualcomm-commissioned survey claims consumers are three times more likely to buy phones with Snapdragon chips and will pay a 16% premium. However, the survey’s methodology and Samsung’s contractual obligations reveal a more complex picture of chipset market dynamics.

by Carter WellsNovember 20, 2025

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