The CODEW Semiconductor Watch: TSMC 2nm Production, Intel 18A, Memory Supercycle & AMD's Data Center Momentum The CODEW Semiconductor Watch: TSMC 2nm Production, Intel 18A, Memory Supercycle & AMD's Data Center Momentum Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Tech M&A Watch: Microchip-Hailo, the PayPal Bidding War, and Tempus AI's $1.5B Oncology Bet The CODEW Tech M&A Watch: Microchip-Hailo, the PayPal Bidding War, and Tempus AI's $1.5B Oncology Bet Reviewed by Erwin Castro on Monday, August 03, 2026 Rating: 5
Daily News Coverage | August 1, 2026: Hyperscaler Cloud Earnings Blowout, NXP-Ambarella Talks, Anthropic AI Agent Security Incident Daily News Coverage | August 1, 2026: Hyperscaler Cloud Earnings Blowout, NXP-Ambarella Talks, Anthropic AI Agent Security Incident Reviewed by Erwin Castro on Saturday, August 01, 2026 Rating: 5
Semiconductor Watch | July 31, 2026: TSMC Explores EMIB-Style Packaging, Intel Hits 18A High-NA EUV Milestone, and Global AI Demand Drives Record Capex Semiconductor Watch | July 31, 2026: TSMC Explores EMIB-Style Packaging, Intel Hits 18A High-NA EUV Milestone, and Global AI Demand Drives Record Capex Reviewed by Erwin Castro on Friday, July 31, 2026 Rating: 5
AMD, Cerebras Unveil Disaggregated AI Inference Platform Combining Helios and Wafer-Scale Engine AMD, Cerebras Unveil Disaggregated AI Inference Platform Combining Helios and Wafer-Scale Engine Reviewed by Erwin Castro on Friday, July 24, 2026 Rating: 5
IBM to Acquire HRL Laboratories, Adding Electron Spin Qubits to Its Quantum Roadmap IBM to Acquire HRL Laboratories, Adding Electron Spin Qubits to Its Quantum Roadmap Reviewed by Erwin Castro on Friday, July 24, 2026 Rating: 5
AI Demand to Push STMicroelectronics’ AI Revenue Above $1 Billion in 2026 AI Demand to Push STMicroelectronics’ AI Revenue Above $1 Billion in 2026 Reviewed by Erwin Castro on Friday, July 24, 2026 Rating: 5
Semiconductor Watch: Chips Just Lost $1 Trillion in Value — Here's Why Sales Are Still Doubling Semiconductor Watch: Chips Just Lost $1 Trillion in Value — Here's Why Sales Are Still Doubling Reviewed by Erwin Castro on Monday, July 13, 2026 Rating: 5
Subscribe to: Posts (Atom)