#semiconductors

A $10B US arms sale to Taiwan isn't just about weapons. It's a strategic shift impacting semiconductor supply chains and fueling a new era of tech-driven warfare.

India's strategy to focus on mature semiconductor nodes is a shrewd geopolitical move to de-risk global supply chains, not just a bid to compete on tech.

A sharp drop in SoftBank and Japanese tech stocks reveals the AI boom's biggest vulnerability: its massive dependence on financing. An analysis of the contagion.

Micron's blowout earnings are more than a market beat; they're a key indicator of an accelerating AI hardware supercycle, reshaping the entire semiconductor industry.

US sanctions, intended to curb China's tech rise, are fueling a boom in domestic AI chipmakers. This isn't just hype; it's the birth of a parallel hardware ecosystem.

An AI chipmaker's staggering 700% IPO debut reveals China's true strategy: funding a parallel tech universe. We analyze the 'patriotic premium' and what it means for Nvidia.

The AI boom is causing a memory chip shortage, set to drive up smartphone prices by 6.9% in 2026. Our expert analysis explains why your next phone will cost more.

The AI boom is creating an unexpected 'AI Tax' on smartphones. Discover why memory chip shortages will drive up prices by 2026, hurting consumers and shaking up the entire industry.

Original analysis on why the AI data center boom is causing a memory chip shortage, leading to higher smartphone prices and a market shake-up in 2026.

The AI sector faces a crisis of confidence as stocks like Broadcom plummet despite strong earnings. Our analysis decodes if this is a market top or a tactical entry point.

Rivian's new autonomy subscription and custom silicon isn't just about cars. It's a strategic pivot to a high-margin tech model. Here's what it means for investors.

A new lawsuit accuses Intel, AMD, and TI of negligence as their chips power Russian weapons. This is more than a legal threat—it's a crisis for the entire tech supply chain.