Robert Castellano

China has directed semiconductor manufacturers to use at least 50% domestically produced equipment when adding new capacity, according to a Reuters report citing people familiar with the policy.

Yet AMD Has Still Outperformed Nvidia by 107 Percentage Points

AI is increasing inspection and metrology requirements across advanced logic, HBM, and advanced packaging, but these three companies capture the opportunity differently

Nvidia claims its business could double without supply constraints while ignoring how its shift from a two-year to a one-year product cadence created the bottleneck

Two Consecutive Record Quarters Conceal a Major Geographic Realignment in Semiconductor Manufacturing Investment

Conventional rankings show that the United States has approximately ten times as many data centers as its nearest competitor, but facility counts include thousands of sites constructed before the AI era. Power consumption, advanced accelerators, hyperscaler investment, and gigawatt-scale construction…

Conventional rankings show that the United States has approximately ten times as many data centers as its nearest competitor, but facility counts include thousands of sites constructed before the AI era.

Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion in 2026. DRAM and NAND equipment spending is growing faster than the broader market as AI increases demand for HBM, advanced DRAM and enterprise storage. Lam Research offers the…

New agreements involving Verizon, Amazon and Nvidia confirm that optical connectivity is becoming a strategic layer of AI infrastructure.

Headline facility counts obscure the infrastructure that will determine AI leadership