Technology & InnovationNetlist Funds Operations Through Patent Lawsuits, Not Memory Sales — AI Development Timelines Pay the PriceSalvado•May 25, 2026
Technology & IndustryAnalog Devices Projects $3.9B Q3 Revenue as Semiconductor Reshoring Reshapes Global Supply ChainsSalvado•May 24, 2026
Technology & InnovationAmbiq Micro's $38M Loss and 20x Sales Multiple Threaten Global Edge AI Supply ChainSalvado•May 24, 2026
TechnologyNvidia Surges 20% and Launches Vera Rubin GPU as Global AI Infrastructure Race DeepensSalvado•May 21, 2026
Technology & AION Semiconductor to Double AI Data Center Revenue in 2026 as Global Chip Race IntensifiesSalvado•May 20, 2026
Technology & AIFour US Hyperscalers Commit $650B to AI Infrastructure as Custom Chip Race Goes GlobalSalvado•May 19, 2026
Technology & MarketsAnalog Devices Posts 30% Revenue Surge as Global AI Infrastructure Race Drives Semiconductor DemandSalvado•May 17, 2026
Markets & TechnologyIntel +240%, AMD +112%: Global AI Inference Shift Leaves Nvidia Behind in 2026 RallySalvado•May 12, 2026
Technology & AIDRAM Prices Set to Double in 2026, Squeezing AI Infrastructure Costs WorldwideSalvado•May 12, 2026
TechnologyUS Joins Korea and Taiwan in Owning Its Chipmaker: Government Takes 10% Intel Stake in $5B Triple DealSalvado•May 1, 2026
Technology & AI$660B US Tech AI Spend Fuels Global Chip Rally as PHLX Hits 18-Day RecordSalvado•Apr 28, 2026
GeopoliticsUS Government Takes Equity Stakes in Chip Fabs, Joining China's State-Led Semiconductor StrategySalvado•Apr 20, 2026
TechnologyU.S. Bans Chinese Rare Earths in Defense Chips by 2027, Reshaping Global Semiconductor SupplySalvado•Apr 20, 2026
TechnologyGlobal chip industry redirects $50B+ toward AI packaging as consumer demand slidesSalvado•Apr 20, 2026
TechnologyU.S. Chip Giants Race China in Advanced Packaging as 2027 Rare Earth Ban Reshapes Global Supply ChainsSalvado•Apr 19, 2026
TechnologyGlobal Semiconductor Manufacturers Race to Scale AI Chip Production as Data Center Demand SurgesSalvado•Apr 15, 2026
TechnologyGlobal Semiconductor Alliance Adds Intel to AI Chip Manufacturing PartnershipSalvado•Apr 14, 2026
TechnologyMemory Chip Makers Surge 450% as AI Reshapes Global Semiconductor TradeSalvado•Apr 13, 2026
TechnologyTSMC's $1.1T Global AI Chip Supply Faces Taiwan Strait Single-Point RiskSalvado•Apr 12, 2026
