Fab Equipment
Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?
One year ago, the United States government made an extraordinary bet on Intel. On Aug. 22, 2025, Washington agreed to invest $8.9 billion in the company, converting previously awarded CHIPS Act and Secure Enclave funding into an equity stake. The goal was bigger than rescuing another struggling American corporation. It was to preserve something the […]
Alan Shimel · Aug 12, 2026 · 9 min
The Wall We Built Is Becoming Their Foundation
ASML shed about 5% of its market value on Monday because of a report about five machines. The Information reported that a Shanghai-based, state-backed manufacturer has begun mass-producing immersion deep ultraviolet lithography tools, with roughly five units expected to ship this year and about twenty in 2027. For scale, ASML shipped 131 immersion DUV systems […]
Alan Shimel · Jul 29, 2026 · 5 min
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
How NVIDIA is Building a Critical Safety Layer for Physical AI
NVIDIA Halos for Robotics combines compute, software, inspection, and certification into a unified safety architecture for physical AI.
Olivier Blanchard · Jul 8, 2026 · 6 min
Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
Infineon’s Dresden Fab reshapes global power semiconductor supply chain with €5 billion investment.
Brendan Burke · Jul 7, 2026 · 8 min
Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication
Advanced packaging systems from Applied Materials enable AI-scale logic-memory convergence with laser process control.
Brendan Burke · Jul 1, 2026 · 8 min
Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030
Qualcomm’s strategy to combine its expanding agentic edge ecosystem with its data center inference opportunity could double its revenue by 2030.
Brendan Burke · Jun 30, 2026 · 9 min
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
IBM’s nanostack architecture represents the real breakthrough in chip technology, delivering 50% more performance and 70% greater energy efficiency.
Brendan Burke · Jun 29, 2026 · 10 min
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
Intel 18A-P enters risk production with 9% performance boost and new Power Boost transistor, positioning Intel Foundry to attract external customers.
Brendan Burke · Jun 29, 2026 · 6 min
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
OpenAI and Broadcom shattered chip design timelines with Jalapeño, completing a nine-month tape-out using AI acceleration.
Brendan Burke · Jun 29, 2026 · 7 min
TSMC Signals Broad Price Hikes Across Advanced Chip Portfolio, Threatening Tech Margins: Report
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s dominant contract chipmaker, […]
Jon Swartz · Jun 25, 2026 · 3 min
Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?
With $4.6B in new capital, is a U.S. Quantum Foundry set to become the next TSMC? Learn how recent investments are reshaping quantum manufacturing.
Brendan Burke · Jun 24, 2026 · 10 min
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
Desktop AI Hubs could potentially deflect over 56.23 TWh of industrial data center load by 2035, and make physical AI (robots) economically viable.
Brendan Burke · Jun 18, 2026 · 22 min
How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?
Agentic workloads reshape chip market dynamics as Qualcomm looks to data center opportunity with edge-to-cloud and 6G AI strategy.
Olivier Blanchard · Jun 18, 2026 · 6 min
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
MediaTek edge-to-cloud AI strategy at Computex 2026 spans automotive, connectivity, AI computing, and data center infrastructure.
Olivier Blanchard · Jun 11, 2026 · 7 min
Can Samsara’s Data-Driven Platform Redefine the Enterprise Software Stakes for Physical Operations?
Samsara’s Connected Operations Platform drives $2B ARR with 30% YoY growth, redefining enterprise software for physical operations.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab
Intel agentic AI took center stage at Computex 2026 as Xeon 6+ and rackscale systems reframe the CPU for the inference-era data center.
Brendan Burke · Jun 5, 2026 · 7 min
Anthropic Files For IPO, Looking to Beat OpenAI to the Punch
Anthropic confidentially files for IPO after $965B Series H. What does the financial data tell us ahead of a potential October 2026 listing?
Nick Patience · Jun 2, 2026 · 6 min
Intel Xeon 6+ Targets Agentic AI Density With 288 E-Cores on Intel 18A
Intel Xeon 6+ on Intel 18A with Foveros Direct 3D delivers 288 cores for agentic AI, leveraging captive fabs as a structural supply advantage.
Brendan Burke · Jun 2, 2026 · 9 min
Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid?
NVIDIA RTX Spark moves AI agents on-device and could relieve a strained grid, but memory bandwidth and software gaps will set the real limits.
Brendan Burke · Jun 2, 2026 · 7 min