In a landmark announcement this January 2026, the RIKEN Center for Computational Science (R-CCS) has officially selected NVIDIA (NASDAQ:NVDA) Grace Blackwell architectures to power the developmental stages of "FugakuNEXT," the highly anticipated successor to the world-renowned Fugaku supercomputer. This strategic move signals a paradigm shift in Japan’s high-performance computing (HPC) strategy, moving away from a [...]
As of January 30, 2026, the global semiconductor landscape is undergoing a tectonic shift. Samsung Electronics (KRX: 005930) has officially reached a critical performance and yield milestone for its 2nm (SF2P) production process, signaling a major challenge to the long-standing dominance of Taiwan Semiconductor Manufacturing Company (NYSE: TSM). Following its Q4 2025 earnings report, Samsung [...]
In a landmark move that signals a tectonic shift in the global semiconductor landscape, Microsoft Corp. (NASDAQ:MSFT) has officially become the flagship foundry customer for Intel Corporation’s (NASDAQ:INTC) most advanced process node to date: the Intel 18A-P. Announced in late January 2026, the partnership centers on the domestic production of Microsoft’s custom-designed "Maia 2" AI [...]
The landscape of personal computing underwent a seismic shift at CES 2026 as Intel (NASDAQ: INTC) officially unveiled its Core Ultra Series 3 processors, codenamed "Panther Lake." Representing the most significant architectural leap for the company in a decade, Panther Lake is the first consumer lineup built on the highly anticipated Intel 18A process node. [...]
The cloud computing landscape shifted significantly this month as Amazon.com, Inc. (NASDAQ: AMZN) officially launched its highly anticipated Amazon EC2 G7e instances. Marking the first time the groundbreaking NVIDIA Blackwell architecture has been made available in the public cloud, the G7e instances represent a massive leap forward for generative AI production. By integrating the NVIDIA [...]
In a move that has sent shockwaves through the global semiconductor industry, NVIDIA (NASDAQ:NVDA) has officially finalized its $5 billion strategic investment in long-time rival Intel (NASDAQ:INTC) as of January 2026. This historic partnership, which grants NVIDIA an approximate 4% stake in the legendary chipmaker, marks the end of a multi-year transition for Intel and [...]
The semiconductor landscape has officially shifted as of January 30, 2026. In a landmark achievement for Western chip manufacturing, Intel (NASDAQ: INTC) has completed the commercial installation and acceptance testing of its first high-volume ASML (NASDAQ: ASML) Twinscan EXE:5200 High-NA EUV lithography system. This deployment marks the formal commencement of the "Angstrom Era," providing the [...]
At the prestigious NEPCON Japan 2026 exhibition in Tokyo, Intel (NASDAQ: INTC) has fundamentally altered the roadmap for high-performance computing by unveiling its first "thick-core" glass substrate technology. The demonstration of a 10-2-10-thick glass core substrate marks a historic transition away from traditional organic materials, promising to unlock the next level of scalability for massive [...]
On January 15, 2026, the global technology landscape underwent a seismic shift as the United States and Taiwan formally signed the "2026 US-Taiwan Trade and Investment Agreement." Valued at a staggering $250 billion in direct investment commitments—supplemented by an additional $250 billion in credit guarantees—the accord, colloquially known as the "Silicon Pact," represents the most [...]
In a historic turning point for the American semiconductor industry, Intel (NASDAQ: INTC) officially announced this month that its 18A process node has reached high-volume manufacturing (HVM) status. This milestone marks the formal completion of the company’s "five nodes in four years" (5N4Y) roadmap, a high-stakes engineering sprint initiated in 2021 that many industry skeptics [...]
In a move that signals a tectonic shift in the global semiconductor landscape, Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) has officially entered high-volume manufacturing (HVM) for its N2 (2-nanometer) technology node as of January 2026. This milestone, centered at the company’s massive Fab 20 facility in Hsinchu’s Baoshan District, marks the first commercial deployment [...]
As of January 29, 2026, the equity markets are witnessing a significant transformation in leadership. For years, the Information Technology sector acted as the undisputed engine of market growth, fueled by a relentless pursuit of artificial intelligence (AI) dominance. However, today’s market action reveals a stark divergence. While major
Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) jumped 8.1% in the afternoon session after the company reported fourth-quarter 2025 results that featured a notable revenue beat and a robust outlook for the upcoming quarter.
Intel’s post-earnings selloff highlights supply challenges that could shift market share in the server CPU market toward AMD, creating a buying opportunity in the stock.
