AMD outperformed in 2025, but can it become the AI winner in 2026? Here are some key numbers, growth projections, and Wall Street expectations to consider.
As of January 30, 2026, the United States' ambitious effort to repatriate semiconductor manufacturing has officially transitioned from a period of legislative hype and groundbreaking ceremonies to a reality of high-volume manufacturing (HVM). With over $30 billion in federal awards from the CHIPS and Science Act now flowing into the ecosystem, the "Silicon Desert" of [...]
As of January 2026, the artificial intelligence landscape has transitioned from a period of desperate hardware scarcity to an era of fierce architectural competition. While NVIDIA Corporation (NASDAQ: NVDA) maintained a near-monopoly on high-end AI training for years, the narrative has shifted in the enterprise data center. The arrival of the Advanced Micro Devices, Inc. [...]
As of early 2026, the semiconductor industry has reached a definitive turning point where the traditional method of scaling—simply making transistors smaller—is no longer the primary driver of computing power. Instead, the focus has shifted to "Advanced Packaging," a sophisticated method of stacking and connecting multiple chips to act as a single, massive processor. At [...]
As of late January 2026, the global semiconductor industry has entered a volatile new chapter. Following years of tightening export controls, a complex "revenue-for-access" truce has emerged between Washington and Beijing, fundamentally altering the strategic calculus for NVIDIA Corporation (NASDAQ: NVDA). While recent regulatory shifts have nominally reopened the door for NVIDIA’s high-performance H200 chips, [...]
In a landmark moment for the American semiconductor industry, Texas Instruments (NASDAQ: TXN) has officially commenced volume production at its state-of-the-art SM1 fab in Sherman, Texas. The facility, which began shipping its first 300mm wafers to customers in late December 2025, represents the first phase of a massive $60 billion investment strategy aimed at securing [...]
In a financial performance that has stunned even the most bullish Wall Street analysts, NVIDIA (NASDAQ: NVDA) has reported a staggering $57 billion in revenue for the third quarter of its fiscal year 2026. This milestone, primarily driven by a 66% year-over-year surge in its Data Center division, underscores an insatiable global appetite for artificial [...]
Shares of Intel Corp. (NASDAQ: INTC) experienced a historic rally on Wednesday, January 28, 2026, surging 11.04% to close at $48.78. This performance marks the stock’s best single-day gain since April 2025, a period widely considered the "execution floor" of the company's multi-year turnaround. The surge was
As of late January 2026, the artificial intelligence revolution has transitioned from a speculative sprint into a permanent industrial fixture, and at the center of this new world order stands Nvidia (NASDAQ: NVDA). Despite the rising tide of competition and intensifying regulatory scrutiny, the Santa Clara-based titan continues to exert
SANTA CLARA, CA — The stratospheric rise of the artificial intelligence sector faced a grueling reality check this week as shares of Advanced Micro Devices (NASDAQ:AMD) plummeted 11%, wiping out billions in market capitalization. The sell-off, which began following a series of conservative forecasts from industry peers and persistent rumors
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 [...]
The semiconductor industry has officially reached a historic inflection point. As of late January 2026, the transition from traditional electrical signaling to light-based data movement has moved from the laboratory to the fabrication line. This week, the industry-shaking partnership between silicon photonics pioneer Lightmatter and Global Unichip Corp (TWSE:3443), commonly known as GUC, has entered [...]
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 decisive move that reshapes the competitive landscape of artificial intelligence infrastructure, Samsung Electronics (KRX: 005930) has officially cleared the final quality and reliability tests for its 6th-generation High Bandwidth Memory (HBM4) from both NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD). As of late January 2026, this breakthrough signals a major reversal of fortune [...]
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 [...]
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 [...]
