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Category: Semiconductors

Broadcom’s AI Boom: What to Watch in Its Q4 Earnings
BusinessHardwareSemiconductors

Broadcom’s AI Boom: What to Watch in Its Q4 Earnings

Broadcom is set to report Q4 earnings after the bell on Thursday. Wall Street expects a 25% revenue jump, with all eyes on its AI chip business powering giants like Google and OpenAI. The stock is already at an all-time high, up 75% this year.

by Ortega RafaelDecember 11, 2025
Galaxy S26 Ultra’s Chipset Is Locked In, And It’s All Snapdragon
ComputingHardwareSemiconductors

Galaxy S26 Ultra’s Chipset Is Locked In, And It’s All Snapdragon

A new certification appears to settle the chipset debate for Samsung’s 2026 flagship. It confirms the Galaxy S26 Ultra will feature a Snapdragon processor in both US and international models, dashing rumors of an Exynos variant.

by Bennett LauraDecember 9, 2025
NVIDIA’s China Chip Saga: A 25% Royalty Deal Finally Lands
AIHardwareSemiconductors

NVIDIA’s China Chip Saga: A 25% Royalty Deal Finally Lands

The Trump administration has finally approved NVIDIA to ship its H200 AI chips to China, but with a big catch: a 25% royalty fee to the U.S. government. The deal excludes the new Blackwell architecture, highlighting the ongoing tension between commerce and national security in the tech race.

by Ortega RafaelDecember 9, 2025
Apple’s Chip Boss Stays Put as Leadership Exodus Continues
BusinessHardwareSemiconductors

Apple’s Chip Boss Stays Put as Leadership Exodus Continues

Apple’s senior VP of hardware technologies, Johny Srouji, has told his team he has no plans to leave. His commitment is a rare piece of stability as the company sees a string of high-profile executive exits, while OpenAI aggressively recruits Apple talent.

by Ortega RafaelDecember 9, 2025
NVIDIA Can Sell H200 Chips to China, But It’s a Hollow Victory
AIComputingSemiconductors

NVIDIA Can Sell H200 Chips to China, But It’s a Hollow Victory

NVIDIA has reportedly received approval to sell its Hopper H200 AI chips to Chinese customers. However, a new 25% tariff and strong domestic competition from Huawei make this a complicated and potentially unappealing deal for the chip giant.

by Bennett LauraDecember 9, 2025
Trump’s 25% China Chip Tax: Nvidia’s Stock Rises, But Will It Work?
BusinessSemiconductorsTechnology

Trump’s 25% China Chip Tax: Nvidia’s Stock Rises, But Will It Work?

In a new twist, former President Trump says he’d allow Nvidia to sell advanced chips to China if the U.S. government takes a 25% cut of the revenue. This comes after Nvidia’s CFO admitted that expected “sizable purchase orders” from China never materialized. The proposal raises huge questions about

by Ortega RafaelDecember 9, 2025
A Trump-Linked Crypto Firm’s Leadership Meltdown
AIComputingSemiconductors

A Trump-Linked Crypto Firm’s Leadership Meltdown

A crypto company connected to Donald Trump is in chaos after a sudden leadership purge. The CEO, COO, and a key director are all out following questions about its SEC filings.

by Ortega RafaelDecember 5, 2025
AMD’s Ryzen AI Max Refresh: More Speed, But Is It Enough?
ComputingHardwareSemiconductors

AMD’s Ryzen AI Max Refresh: More Speed, But Is It Enough?

According to a new report, AMD isn’t done with its Ryzen AI Max laptop chips. A “Refresh” series is expected next year, likely bringing support for faster LPDDR5X 8533 MT/s memory. But don’t expect a major architectural overhaul.

by Ortega RafaelDecember 5, 2025
Co-Packaged Optics: The High-Stakes Bet for AI Data Centers
ComputingHardwareSemiconductors

Co-Packaged Optics: The High-Stakes Bet for AI Data Centers

AI’s hunger for data is overwhelming traditional network switches. The proposed fix is co-packaged optics, or CPO, which bakes the optics directly into the switch silicon. It’s a promising but contentious technology that could reshape data center hardware.

by Bennett LauraDecember 2, 2025
Apple’s AI Hiring Spree and a $5B Chip Deal Shake Up Tech
AISemiconductorsStartups

Apple’s AI Hiring Spree and a $5B Chip Deal Shake Up Tech

In a stunning move, Apple has hired Amar Subramanya, who was Microsoft’s Corporate VP of AI for only four months. Meanwhile, Marvell is in talks to acquire chip startup Celestial AI for over $5 billion. The AI arms race is entering a new, aggressive phase.

by Bennett LauraDecember 2, 2025

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