Chip Packaging Is the New AI Battleground: Inside the Bottleneck Behind Every AI Accelerator
Posted on 9th Nov 2026 11:03:43 in Artificial Intelligence, Machine Learning
Tagged as: AI chips, advanced packaging, TSMC, CoWoS, Powertech, semiconductors
Advanced packaging is now the tightest bottleneck in the AI supply chain. Inside the race by TSMC, Nvidia, AMD and Powertech to add capacity.
Qualcomm Q4 2026: Handsets Fall 26% as the Data Center Bet Ramps Up
Posted on 5th Nov 2026 11:03:28 in Artificial Intelligence, Machine Learning
Tagged as: Qualcomm, AI Data Centers, Semiconductors, Smartphone Market, Earnings
Qualcomm's handset revenue fell 26% in fiscal Q4 2026 while automotive jumped 89% to a first $2 billion quarter. Inside the chipmaker's $5 billion data center bet and what the memory squeeze means for device prices in India.
OLIX Raises $312M Series B to Build the 'Token Factory' for AI Inference
Posted on 20th Aug 2026 06:05:16 in Artificial Intelligence, Machine Learning
Tagged as: AI inference, AI chips, semiconductors, startup funding
London startup OLIX has closed a $312 million Series B at a $3.3 billion valuation to build specialised AI inference hardware, including the DX-1 decode accelerator with on-chip SRAM and photonic interconnects, targeting first customers by H2 2027.
AI Chip Stocks Plunge: Semiconductor Sell-Off Signals Market Correction for the AI Industry
Posted on 20th Jul 2026 14:59:54 in Artificial Intelligence, Machine Learning
Tagged as: AI, semiconductors, chip stocks, Nvidia, AMD, market analysis, technology, ML
The semiconductor sector experienced a dramatic reversal in early July 2026 as AI chip stocks plunged amid mounting valuation concerns. Micron led the decline with a 13% drop, while Intel and AMD fell sharply in a broad market correction.
Edge AI Chips Are Transforming On-Device Machine Learning in 2026
Posted on 11th Jul 2026 12:24:21 in Artificial Intelligence, Machine Learning
Tagged as: edge ai, machine learning, npu, on-device ai, semiconductors
Edge AI chips with dedicated neural processing units are bringing powerful machine learning capabilities to smartphones and IoT devices, reducing latency and improving privacy.
