Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...
China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect...
SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...
From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding...
SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...
The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...
SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...
Tesla's latest quarterly results fell short of market expectations, but another development attracted equal attention: CEO Elon Musk...
AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...
For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...
Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...
The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single...
Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat...
Xiaomi is preparing to unveil a new car technology platform on July 30, signaling a deeper move into the range-extended electric vehicle...