Inverted Tariffs: the US Government’s taking 15% of Nvidia’s and AMD’s AI semiconductor sales to China is certainly unique… It also represents a huge tactical pivot from a restriction strategy towards a run-faster strategy with Trojan Horse tactics.

Wolfspeed's bankruptcy shocked many and saddened more. It was a great and well-respected technology company that was led to this state by a perfect storm of execution issues, compounded by financial woes as the EV market softened and Chinese SiC competitors...

As artificial intelligence accelerators grow more powerful to meet the demands of modern workloads, one consequence is generally accepted: These chips consume enormous amounts of energy during use.

Explore the latest trends in the semiconductor industry, including the rise of silicon photonics, edge AI chip impact, and advanced packaging innovations, with expert insights and forecasts.

An industry sales legend is gone: Barry Rapozo passed on June 22, 2025, at the age of 80. Barry's career spanned many of the semiconductor equipment industry's icons, including IMS, GCA, KLA, and TEL, where he was instrumental in their growth and, in some cases, lack of it after he left

The semiconductor industry has faced a confusing sustainability landscape over the first half of the year. However, despite headwinds at a macro level, the semiconductor industry remains focused on progress towards sustainability goals.

AI strategy has reshaped the rivalry between NVIDIA, AMD, and Intel. Once expected to lead, Intel and AMD now trail as NVIDIA sets the pace. Discover the key business strategies behind this shift.

US chip fab plans take off: This year's pattern for chip makers to invest in the United States may seem to be new, but it was predicted earlier by TechInsights. Now it’s hard to keep up with.

The demand for DRAM is skyrocketing, fueled by AI's appetite for high-bandwidth memory (HBM). As the "big three" memory giants race to scale production over the next five years, the industry faces a critical juncture.