Intel’s massive bet on ASML's next-gen EUV is a desperate play. Unpacking the real geopolitical stakes behind this critical semiconductor hardware.
SkyWater's $80B advanced packaging forecast is here, but the real story is the hidden bottleneck in global chip sovereignty.
The US-China tech standoff isn't about trade deficits; it's a desperate race for **AI dominance**. We break down the real stakes.
Forget the job promises. The new UK-US tech and drug discovery partnership hides a deeper, strategic battle over intellectual property and AI dominance in life sciences.
Bourgeon Capital's increased Marvell Technology $MRVL stake isn't bullish noise; it's a calculated bet on the next phase of the AI infrastructure arms race.
Beijing's massive state-backed venture funds signal a final break from Western tech dependence, creating a geopolitical fault line.
Microchip Technology's massive stock jump isn't just about outlook; it's a calculated move signaling deeper industrial consolidation in the volatile semiconductor space.