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Samsung Taps TSMC to Build NVIDIA’s Next-Generation AI Memory Chips
FEATURED STORY
AI SILICON·FEATURED

Samsung Taps TSMC to Build NVIDIA’s Next-Generation AI Memory Chips

Samsung Electronics plans to use rival chipmaker TSMC’s advanced manufacturing technology to produce a key component of NVIDIA’s next-generation AI memory chips, a major change in Samsung’s semiconductor strategy. The agreement, first reported by the Seoul Economic Daily, is part of NVIDIA’s effort to improve the performance and supply of high-bandwidth memory, a crucial technology […]

James Maguire·Oct 19, 2026·3 min read
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TSMC LEADING NODE YIELD2nmMass production 2026
Quantum Chip Breakthrough Improves Energy Forecasting
●  FEATURED RESEARCH

Quantum Chip Breakthrough Improves Energy Forecasting

An Australian quantum computing project has demonstrated that quantum-enhanced processing could improve the accuracy of household energy forecasts, which could give utilities a new tool for managing increasingly complex power grids. Silicon Quantum Computing (SQC), a government-funded startup, and French electrical giant Schneider Electric have reported an average 20% improvement in next-day household energy forecasting […]

Andy Patrizio · Oct 8, 2026 · 2 min
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AI SILICONSpaceX Seeking $40 Billion Debt Package to Fund Massive NVIDIA AI Chips Purchase: Report

SpaceX Seeking $40 Billion Debt Package to Fund Massive NVIDIA AI Chips Purchase: Report

SpaceX is in discussions with major financial institutions and asset managers to buy $40 billion in financing to purchase artificial intelligence (AI) processors from NVIDIA Corp., underscoring extraordinary capital demands of the ongoing AI infrastructure boom. Elon Musk’s aerospace manufacturer is seeking approximately $10 billion in bank loans alongside $30 billion in investment-grade debt, according […]

Jon Swartz · Oct 7, 2026 · 2 min
AI SILICONHuawei-Qualcomm Patent Deal Extends Chip Rivals’ Ties Across AI and 5G

Huawei-Qualcomm Patent Deal Extends Chip Rivals’ Ties Across AI and 5G

Huawei and Qualcomm have signed a multi-year patent licensing agreement spanning 5G, AI, computing and networking, creating a new intellectual property link between two major players in the global semiconductor and communications markets. The agreement gives each company access to patents held by the other and includes Qualcomm’s purchase of selected Huawei U.S. patents. Those […]

James Maguire · Oct 6, 2026 · 2 min
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Brendan Burke

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Nick Patience

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25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.

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Olivier Blanchard

Research Director, Intelligent Devices

Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.

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Keith Kirkpatrick

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ANALYSIS

Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet

Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.

Nick Patience·Jul 16, 2026·7 min
02
ANALYSIS

Intel Pours €5 Billion into Ireland to Feed the Xeon Surge

Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.

Brendan Burke·Jul 15, 2026·7 min
03
AI SILICON

FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions

FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.

Olivier Blanchard·Jul 14, 2026·6 min
04
ANALYSIS

Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?

SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?

Brendan Burke·Jul 13, 2026·7 min

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MAY27
WEBINAR

Beyond Embedded: RISC-V in the Performance CPU Segment

SiFive’s IP vendor perspective on RISC-V expanding beyond embedded into the Performance CPU segment — including the P550 family, the RVA23 profile, and out-of-order CPU IP for AI workloads.

Speakers: SiFive systems architects
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JUN4
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From Experimentation to Production: Why Inference Is the Defining Layer of AI

CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.

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MAY1
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Breaking the Wall: How CharacterAI Scaled AI Inference to Millions with AMD and DigitalOcean

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Bare Metal at AI Speed

RackN webinar on building AI infrastructure automation for bare metal at scale — covering operator challenges and high-speed, large-scale bare metal management with AIOps.

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MAY27
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Beyond Embedded! RISC-V in the Performance CPU segment

RISC-V is commonly seen as an ISA for embedded products; for smaller devices that require low power consumption but aren’t very complex and can tolerate lower performance. SiFive, a leading RISC-V IP vendor, is proving that incorrect with its Performance family of products. They recently launched the latest product in the series, the P550, that supports the RVA23 profile: a crucial enabler for SW developers and the industry as a whole. In this webinar, we discuss how SiFive has been able to deli

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MAY27
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The AI Reality Check – Operationalizing for Business Value

There has never been a megatrend as transformative as AI. 2023 unlocked new possibilities, 2024 brought new proof of concepts and 2025 was the year to prove the ROI and business value generation of AI. 2026 is the year of the AI reality check and organizations that successfully operationalize AI to drive concrete efficiency and measurable impact will be the ultimate winners.

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JUN4
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From Experimentation to Production: Why Inference Is the Defining Layer of AI

As AI adoption accelerates, organizations are discovering that the real challenge is no longer building models—it’s running them reliably at scale. This webinar explores the growing “production AI gap,” where promising prototypes fail to translate into consistent, real-world outcomes. Attendees will gain a clearer understanding of why inference—not training—is becoming the defining layer of AI, and what it takes to operationalize AI systems in environments shaped by unpredictable demand, latency

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