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Rapid analyst reaction to breaking announcements — what happened, why it matters, and who it affects.
Opinion and editorial — the analyst point of view on products, markets, and strategy shifts across the semiconductor and AI landscape.
Thematic explainers that put technologies and market dynamics into a strategic frame.
Recent Posts

The jury found contractual breaches and interference with Qualcomm’s business, but rejected several licensing claims. Important decisions now rest with the judge.
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Oracle is combining AI reasoning, deterministic execution and delegated authority to move enterprise applications beyond copilots and toward autonomous business processes.
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The case has revealed a dispute that reaches far beyond licensing and into the future of computing architectures, platform control and Arm’s role in the semiconductor industry.
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IBM advances to independent hardware verification as DARPA evaluates whether fault-tolerant quantum systems can deliver practical economic value.
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Inferize could help Nebius reduce model startup times from minutes to seconds, improving GPU utilization and the economics of AI inference.
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Claude Opus 5.5 shows why agentic AI will increasingly be judged by useful work per dollar, not just benchmark scores.
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