Semiconductors

Semiconductors

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

Photo via Nvidia Media Assets

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
Photo by Anthony Quintano via CC BY 2.0

CIO Upside

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

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

2 min read

Big Tech

Meta Begins Testing its Made In-House AI Chips

Photo by Anthony Quintano via CC BY 2.0

Unlike the other six companies in the so-called Magnificent Seven, Meta’s share price is actually up so far in 2025.

2 min read

Technology

Intel Shares Pop on News that Iconic Chipmaker Could Be Split Up

Photo by UC Davis College of Engineering via CC BY 2.0

Shares in the embattled chipmaker soared 16% on Tuesday, after reports that Broadcom and TSMC are weighing bids to split up the firm.

2 min read

International Economics

China Places Export Bans on Raw Materials to US In Trade War Reprisal

Photo by Arthur Wang via Unsplash

Beijing’s move came swiftly in response to the White House’s decision to slap new curbs on exports of vital chip components to China.

2 min read

Photo by Slejven Djurakovic via Unsplash

Semiconductors

Intel’s CEO Resigns After Failed Turnaround Effort

If the artificial intelligence revolution has ushered in a boomtime for chipmakers, no one seems to have told Intel.

2 min read
Photo via U.S. Patent and Trademark Office

Semiconductors

Google Wants to Keep Data Centers Cool Amid AI Cloud Boom

Finding ways to efficiently keep server farms cool benefits more than just Google’s cloud services business.

2 min read
Photo via U.S. Patent and Trademark Office

Patent Drop

Nvidia May Take Humans out of the Data Center Equation

The filing signals that the company wants to be a thought leader in the data center space.

2 min read

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