The Huawei Mate 80 series launch on Nov 25 brings the Kirin 9030, highlighting China’s push for chip independence.
IREN shifts from bitcoin mining to AI compute with a $10B Microsoft deal boosting ARR and trading at 4.6x 2026/2027 sales.
Earlier this month, I started the review of the Intel-based UP AI development kits with an unboxing of the UP TWL, UP Squared ...
With the rise in AI stocks, many investors focus on a narrow group of well-known semiconductor names; however, there are also ...
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