Semiconductors

Electric Vehicles

Can Tesla and Samsung Find Salvation in Each Other?

Photo via IMAGO/VCG/Newscom

For Samsung, it’s a chance to finally carve out some foundry industry market share from rival chipmaker TSMC.

2 min read

Photo by vzphotos via iStock

Semiconductors

Nvidia Cashes in on Looser Export Controls

Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Artificial Intelligence

CoreWeave, Once the Year’s Hottest AI Stock, Takes Extended Tumble

CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation went a little far.

2 min read
Photo by Vishnu Mohanan via Unsplash

Semiconductors

Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

When it comes to competing on the world’s semiconductor stage, US lawmakers are not content to let the chips fall where they may.

1 min read

Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

Photo via Walid Berrazeg / SOPA Images/Sip/Newscom

In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read

Semiconductors

Intel Takes an L, Pulling Back From Chip Biz Altera

Photo by Getty Images via Unsplash

Altera specializes in a type of semiconductor that’s used in a variety of industries including telecom, defense, and robotics.

2 min read

Photo via Nvidia Media Assets

Semiconductors

Nvidia Fights to Stay One Step Ahead of AI’s Many Evolutions

This year’s Nvidia GTC event comes after the bombshell DeepSeek moment, the acceleration of a global trade war, and a broader market rout.

2 min read
Photo by Coolcaesar via CC BY-SA 4.0

CIO Upside

Can Intel Get its Groove Back?

Intel building up its chip foundry business may be a “slow-moving train.”

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos via ASML

Semiconductors

Can Anyone Crack ASML’s Grip on the Lithography Market?

ASML is crucial to the most important commercial and strategic tech products on the market, from Apple iPhones to Nvidia’s AI accelerators.

5 min read

CIO Upside

Meta’s In-House Chips May Conserve Power and Cash

Photo by Anthony Quintano via CC BY 2.0

The move could usher in a challenge to the “brute force, high-energy use approach” of GPUs.

2 min read

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