semiconductor chips
Lemurian Labs is building a new compute paradigm to reduce cost of running AI models
It’s fair to say that Nvidia has found itself in the right place at the right time with demand for its GPU chips at an all-time high, thanks to the…
Would Arm be able to wrangle a price-sales and price-earnings premium to Intel and TSMC? We think so.
GM locks in exclusive US semiconductor chip production with GlobalFoundries
Automakers have struggled in recent years to secure the semiconductor chips needed in today’s modern and increasingly tech-laden vehicles. The shortage has chipped away at profits, periodically idled factories and…
What the CHIPS and Science Act means for the future of the semiconductor industry
A look at how the CHIPS Act and Executive Order 14028 relate, what they mean for semiconductor firms and why the highs and lows of American semiconductor manufacturing boil down…
The Station: Didi delists, a plea for the Chips Act and crypto for in-car purchases
The Station is a weekly newsletter dedicated to all things transportation. Sign up here — just click The Station — to receive it every weekend in your inbox. Hello readers: Welcome…
