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Category: Semiconductors

Why the Next Big Security Shift is Inside Your Computer’s Chip
CybersecurityHardwareSemiconductors

Why the Next Big Security Shift is Inside Your Computer’s Chip

Cybersecurity is stuck in a reactive loop of patches and detection. According to a new analysis, the solution is a foundational shift: building autonomous, hardware-based defenses directly into silicon chips to enforce trust from the moment a device powers on.

by Henry BlakemoreJanuary 7, 2026
Cambridge GaN Devices gets a new CEO from onsemi
HardwareManufacturingSemiconductors

Cambridge GaN Devices gets a new CEO from onsemi

Cambridge GaN Devices has appointed Fabio Necco as its new chief executive officer. The fabless semiconductor firm, spun out of the University of Cambridge in 2016, is looking to Necco’s 25+ years in power electronics to drive its next growth phase.

by Henry BlakemoreJanuary 6, 2026
AMD’s New 9850X3D Is a Gaming Beast, But It’s a Long Wait
ComputingHardwareSemiconductors

AMD’s New 9850X3D Is a Gaming Beast, But It’s a Long Wait

AMD has officially unveiled the Ryzen 7 9850X3D, claiming it’s the fastest gaming CPU with a 5.6 GHz boost clock. It promises up to 60% faster gaming performance versus Intel’s Core Ultra 9 285K, but availability is set for Q1 2026.

by Henry BlakemoreJanuary 6, 2026
Biren’s IPO Soars 119%, Kicking Off a Hong Kong AI Chip Wave
AIBusinessSemiconductors

Biren’s IPO Soars 119%, Kicking Off a Hong Kong AI Chip Wave

Shares of Chinese AI chip designer Biren Technology skyrocketed over 119% on their first day of trading in Hong Kong. The blockbuster debut highlights a booming pipeline of AI and semiconductor listings as China pushes for tech self-sufficiency. Analysts see a clear divergence from the U.S. model, w

by Nathan CrossJanuary 2, 2026
A French Chipmaker Just Got €20M to Arm Europe’s Tech Sovereignty
HardwareManufacturingSemiconductors

A French Chipmaker Just Got €20M to Arm Europe’s Tech Sovereignty

French fabless chip designer NanoXplore has raised €20 million to accelerate its move into the defense sector. The funding comes from missile maker MBDA and France’s state-backed Defence Innovation Fund. The company specializes in “ITAR-free,” radiation-hardened FPGAs built on a 100% European supply

by Nathan CrossDecember 30, 2025
AI and Chips Power Korea’s Wild 76% Stock Market Surge
AISemiconductorsTechnology

AI and Chips Power Korea’s Wild 76% Stock Market Surge

South Korea’s stock market is having its best year in 25 years, with the Kospi index up a staggering 76%. The rally is fueled by AI-related power plays, memory chip giants like Samsung, and defense contractors, but it’s leaving game developers and EV battery makers behind.

by Nathan CrossDecember 30, 2025
NVIDIA’s Big Bet: Stacking Groq LPUs on Next-Gen GPUs by 2028
AIComputingSemiconductors

NVIDIA’s Big Bet: Stacking Groq LPUs on Next-Gen GPUs by 2028

NVIDIA’s plan to integrate Groq’s LPU technology could reshape its AI chip roadmap. The reported strategy involves stacking separate LPU dies on next-gen Feynman GPUs using advanced TSMC packaging, similar to AMD’s 3D V-Cache. This move is a direct play to control the lucrative AI inference market.

by Nathan CrossDecember 28, 2025
US Pushes China Chip Tariffs to 2027, Buying Time in Tech War
BusinessSemiconductorsTechnology

US Pushes China Chip Tariffs to 2027, Buying Time in Tech War

New US tariffs on Chinese semiconductors have been postponed until June 2027. The move aims to balance pressure on Beijing with economic stability after a year of escalating tensions.

by Nathan CrossDecember 27, 2025
Nvidia’s $20B Groq Deal is a Panic Move Against Google
AISemiconductorsTechnology

Nvidia’s $20B Groq Deal is a Panic Move Against Google

Nvidia is scrambling to counter Google’s move away from its GPUs. A $20 billion deal for Groq aims to hire the co-creator of Google’s rival TPU chip. This is a massive, reactive bet in the high-stakes AI hardware war.

by Henry BlakemoreDecember 27, 2025
Nvidia’s China H200 Gamble: A $50 Billion Bet on Beijing’s Approval
AIBusinessSemiconductors

Nvidia’s China H200 Gamble: A $50 Billion Bet on Beijing’s Approval

Nvidia is moving fast to sell its H200 AI accelerators in China, with initial orders for 40,000 to 80,000 GPUs ready to ship. The entire deal, however, hinges on approval from Beijing authorities, who have grown hostile to foreign chips. This represents a critical test for Nvidia’s future in what co

by Nathan CrossDecember 22, 2025

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