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 resource demands of generative AI models — b

Could Arm be worth more than $51B?

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

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 to one thing: Security

The Station: Didi delists, a plea for the Chips Act and crypto for in-car purchases

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