US, allies put pressure on China’s chipmaking efforts: Key producers of equipment critical for advanced chip design won’t be exported to China, which could lead to reprisal or wider geopolitical retaliation.
Article
| Jan 31, 2023
Generative AI gains momentum across multiple industries: Generative AI, including ChatGPT, has led to a boom as companies and startups alike race to integrate it into their products and businesses find new applications.
Article
| Mar 10, 2023
Another delay for Apple’s mixed reality headset: It’s been working on the technology for its next big product since 2015, but now delays are due to software and hardware issues. How can Apple succeed at a time of economic upheaval?
Article
| Feb 17, 2023
Intel, Groupon, Workday announce layoffs: The historic bloodletting in Big Tech isn’t letting up anytime soon. While laid-off workers are left to evaluate their options, some companies are eager for Silicon Valley talent.
Article
| Feb 1, 2023
Constrained chip supply continues: The yearslong chip crisis isn’t getting any better, and some markets aren’t expecting relief until 2024. But dwindling consumer demand could lead to oversupply and stagnating innovation.
Article
| Jan 25, 2023
Apple’s intensifying in-house push: It already designs its own processors, and now it looks like Apple is moving to make its own Wi-Fi and 5G radios, displays, and touchscreens, reducing reliance on suppliers.
Article
| Jan 13, 2023
Microsoft hitches its AI wagon to OpenAI’s ChatGPT: Investing $10 billion will give Microsoft 75% of OpenAI’s profits and priority access to innovation it can fold into web search and software solutions.
Article
| Jan 11, 2023
Taiwan is still the cradle of chip innovation: TSMC committed to its home country even as it broke ground in America, maintaining Taiwan’s dominance in chip production at a time of heightened geopolitical conflict.
Article
| Jan 4, 2023
FTC’s biggest antitrust test: Successfully blocking Microsoft’s $68.7 billion acquisition of Activision Blizzard could define Lina Khan’s tenure in the FTC. A legal skirmish with Big Tech will be long and expensive.
Article
| Dec 12, 2022
Cloud defense contract divided by four: AWS, Google Cloud, Microsoft Azure, and Oracle are official government cloud contractors under the JWCC, which leans on collective technology to develop strategic defense.
Article
| Dec 9, 2022
Ransomware resulted in massive email outage: Rackspace blames a ransomware attack for shutting off its hosted exchange hosting service. An SEC filing anticipating lost revenue could signal loss of customer data.
Article
| Dec 8, 2022
Security incident breaks Rackspace hosted email: Loss of access to emails exposes the fragility of relying on cloud providers to handle and protect businesses data. Backspace’s failure could cost customers millions.
Article
| Dec 6, 2022
US chip production accelerated by uncertainty in China: TSMC is fast-tracking plans to ramp up to 4-nanometer chips and will build an additional fab in Arizona. The tech gap between the US and China widens.
Article
| Dec 2, 2022
TSMC commits to building high-end chips in US: The global chip production landscape could shift as fabs find homes in US cities, but economic uncertainty could pause expansion plans.
Article
| Nov 22, 2022
Nvidia’s generative AI pivot: Its expertise in GPUs and imaging software gives Nvidia a first-mover advantage over other chipmakers. Will regulation and copyright law catch up with innovation?
Article
| Nov 18, 2022
Throttling processors risks slowing innovation: Semiconductors are a battleground in the tech cold war between the US and China, and now manufacturers are scaling down performance to comply with chip bans.
Article
| Nov 9, 2022
The repercussions of China’s leadership overhaul: Markets in China, Hong Kong, and New York plunge over worries that Xi Jinping’s consolidation of power could further confound investment in Big Tech.
Article
| Oct 25, 2022
Intel on the ropes: Competition, uncertainty, and stumbling PC sales could have Intel preparing to lay off thousands of employees when it is also seeking billions of dollars in investment for new factories.
Article
| Oct 13, 2022
Apple’s manufacturing shift from China: The iPhone maker is looking to India and Vietnam to manufacture its most profitable products—a sign that Apple’s long time reliance on China’s manufacturing could be coming to an end.
Article
| Sep 27, 2022
Global eSIM adoption is inevitable: 3.4B devices will be eSIM compatible by 2025. We can expect to see an increase in 5G connectivity in smartphones, laptops, tablets, and wearables.
Article
| Sep 20, 2022
China blasts $52B CHIPS Act: Beijing is calling out the US’ efforts to boost chipmaking, citing violation of fair market practices. Manufacturers are caught in the middle of an intensifying conflict.
Article
| Aug 19, 2022
CHIPS and Science Act a boon for US manufacturing: President Biden signs the bipartisan bill, and chipmakers like Intel, Micron, Qualcomm, and GlobalFoundries are on board with expanding their US chip fabrication.
Article
| Aug 10, 2022
Amazon lays off 100,000: As pandemic-era spending cools and the online ad market declines, hiring pauses and layoffs have become a relief valve for companies.
Article
| Aug 2, 2022
Samsung leads in next-gen chip production: Production of Samsung’s 3-nanometer chip leaves rivals like TSMC and Intel scrambling. And chip innovation is quickly outpacing the speed of legislating subsidy bills.
Article
| Jul 1, 2022
$52B chip bill stuck in legislative limbo: The CHIPS for America Act would help offset some of the losses suffered by American chipmakers or allow them to pursue expansion plans.
Article
| Jun 17, 2022