ASML Q326 Earnings Review. TSMC Confirmed On High NA EUV By 2030. Phew!
ASML now expects they won't be able to meet customer demand in 2027 & 2028 and are investigating ways to increase 2028 capacity beyond the 30%...
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Fermi Soars As AMD Signs Credit Support Agreement. Now, Why Would They Do That?
TensorWave is a key partner in AMD's Helios deployment and ramp, which began last month. AMD is effectively now bankrolling TensorWave's role in...
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Nanya Q326 Earnings Review. Has The Cycle Peaked?
ASPs rose more than 60% QoQ and more than 500% YoY, almost entirely reflecting the renewal of long-term agreements (LTAs) at materially higher prices.
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Synopsys Investor Day Q&A Session. Key Takeaways & Full Transcript
With "Factory 2", Synopsys collects upfront priority/customization fees & secures volume-based royalties post chip production. Royalties carry...
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Gemini at Work 2026. Impressive Enterprise AI Strategy Is Revealed. Key Takeaways & Full Transcript
Finally, it's not tied to a single model. Gemini is the agent. The model underneath is a separate choice, and it is yours. From Argon at the...
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