At the 2026 Consumer Electronics Show (CES) in Las Vegas, Advanced Micro Devices, Inc. (NASDAQ: AMD) officially unveiled its Ryzen AI 400 series, a breakthrough in the evolution of the “AI PC” that transitions local artificial intelligence from a luxury feature to a mainstream necessity. Codenamed "Gorgon Point," the new silicon lineup introduces the industry’s [...]
As of January 21, 2026, the global semiconductor landscape has reached a historic inflection point. Long considered a niche experimental architecture for microcontrollers and academic research, RISC-V has officially transitioned into a high-performance powerhouse, aggressively seizing market share from Arm Holdings (NASDAQ: ARM) in the lucrative data center and automotive sectors. The shift is driven [...]
The recently concluded CES 2026 in Las Vegas will be remembered as the moment the artificial intelligence revolution stepped out of the chat box and into the physical world. Officially heralded as the "Year of Physical AI," the event marked a historic pivot from the generative text and image models of 2024–2025 toward embodied systems [...]
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially ushered in the next era of computing, confirming that its 2nm (N2) process node has reached high-volume manufacturing (HVM) as of January 2026. This milestone represents more than just a reduction in transistor size; it marks the company’s first transition to Nanosheet Gate-All-Around (GAA) architecture, a fundamental shift [...]
The long-heralded "third pillar" of computing has officially arrived. As of January 2026, the semiconductor industry is witnessing a seismic shift as RISC-V, the open-source instruction set architecture (ISA), transitions from a niche academic project to a dominant force in the global AI infrastructure. Driven by a desire for "technological sovereignty" and the need to [...]
The dust has settled on CES 2026, and the verdict from the tech industry is unanimous: we have officially entered the Year of Physical AI. For the past three years, artificial intelligence was largely a "cloud-first" phenomenon—a digital brain trapped in a data center, accessible only via an internet connection. However, the announcements in Las [...]
A number of stocks fell in the afternoon session after rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets.
As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.
SANTA CLARA, CA — As the sun sets on a transformative 2025 for the semiconductor industry, all eyes are fixed on Intel Corporation (NASDAQ:INTC) as it prepares to report its fourth-quarter earnings on Thursday, January 22, 2026. The stakes have rarely been higher for the Silicon Valley titan. With the
As of January 20, 2026, the global semiconductor supply chain is facing a critical bottleneck that threatens the production schedules of the world’s most advanced hardware. At the center of this crisis is a specialized material known as high-grade "T-glass" cloth, a fundamental component in the high-performance chipboards required
As we enter the first weeks of 2026, the tech industry is standing on the precipice of the most significant shift in mobile computing since the introduction of the smartphone itself. The upcoming launch of the Samsung (KRX:005930) Galaxy S26 series, powered by the newly unveiled Qualcomm (NASDAQ:QCOM) Snapdragon 8 Gen 5—now branded as the [...]
As of January 19, 2026, the global computing landscape has undergone its most radical transformation since the transition from the command line to the graphical user interface. The "AI PC" revolution, which began as a tentative promise in 2024, has reached a fever pitch, with over 55% of all new PCs sold today featuring dedicated [...]
As of January 19, 2026, the cloud of uncertainty that once threatened to derail the global semiconductor industry has finally lifted. Following a multi-year legal saga that many analysts dubbed an "existential crisis" for the Windows-on-Arm and Android ecosystems, Qualcomm (NASDAQ: QCOM) has emerged as the definitive victor in its high-stakes battle against Arm Holdings [...]
In a move once considered unthinkable in the cutthroat world of semiconductor manufacturing, lifelong rivals Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) have solidified their "hell freezes over" alliance through the x86 Ecosystem Advisory Group (EAG). Formed in late 2024 and reaching a critical technical maturity in early 2026, this partnership [...]
The semiconductor sector, the primary engine of the global market’s multi-year rally, faced a significant reality check on January 19, 2026. Shares of Broadcom Inc. (NASDAQ:AVGO) led a sharp retreat, falling 4.2% in a single session and dragging down high-growth sentiment across the tech landscape. This decline
As we navigate the opening weeks of 2026, the semiconductor landscape is undergoing a fundamental shift. While the "AI Gold Rush" of 2023 and 2024 was defined by the massive data center GPUs of Nvidia, the narrative in 2026 has moved to the "Edge." Today, on January 19, 2026, Skyworks Solutions, Inc. (Nasdaq: SWKS) finds [...]
Date: January 19, 2026Sector: SemiconductorsFocus: Intel Corporation (NASDAQ: INTC) Introduction As we enter the first month of 2026, the global semiconductor landscape looks fundamentally different than it did just two years ago. At the heart of this shift is Intel Corporation (NASDAQ: INTC), a company that has spent the last five years in a high-stakes, [...]
As of January 19, 2026, the artificial intelligence landscape has undergone a seismic shift, moving from the monolithic, energy-hungry data centers of the "Cloud Era" to the palm of the user's hand. The recent announcements at CES 2026 have solidified a new reality: intelligence is no longer a service you rent from a server; it [...]
The era of the general-purpose AI chip is facing its first major existential challenge. As of January 2026, the world’s largest technology companies—Google, Microsoft, Meta, and Amazon—have moved beyond the "experimental" phase of hardware development, aggressively deploying custom-designed AI silicon to power the next generation of generative models and agentic services. This strategic pivot marks [...]
As of January 19, 2026, the global semiconductor industry stands on the precipice of a historic milestone. Once a cyclical sector defined by the ebbs and flows of consumer electronics, the chip market has transformed into a secular powerhouse. Recent projections from BofA Securities and leading consulting firms like McKinsey & Company indicate that the [...]
The global semiconductor landscape has officially entered the "Angstrom Era" as Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) accelerates the mass production of its highly anticipated 2nm (N2) process node. As of January 2026, the world’s largest contract chipmaker has begun ramping up its state-of-the-art facilities in Hsinchu and Kaohsiung to meet a tidal wave [...]
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence.
With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
