Hardware - Moskov Petrol

Briefing: Intel shares jump 10% after buying back Ireland chip fab in sign of renewed strength

Strategic angle: The semiconductor company will now wholly own Fab 34 after spending $14.2 billion to repurchase the 49% stake it sold to Apollo Global Management two years ago.

Editorial Staff Apr 1

Hardware

Briefing: Jim Cramer Says “The Investments That NVIDIA Makes Are Part of Creating an Ecosystem That Wants to Use NVIDIA”

Strategic angle: Cramer highlights NVIDIA's strategic investments in building a supportive ecosystem.

Editorial Staff Mar 31

Hardware

Briefing: Fidelity Blue Chip Growth Is Down 11.67% in 2026. What Comes Next Depends on This.

Strategic angle: Fidelity Blue Chip Growth faces a significant downturn, raising questions about future performance.

Editorial Staff Mar 31

Hardware

Briefing: Ollama is now powered by MLX on Apple Silicon in preview

Strategic angle: Discover the latest advancements in Ollama's integration with MLX for Apple Silicon.

Editorial Staff Mar 31

Hardware

Briefing: TOPT Holds 16% in NVIDIA Alone, and That Concentration Is Driving Its 11% Loss

Strategic angle: TOPT's significant investment in NVIDIA is impacting its overall performance.

Editorial Staff Mar 30

Hardware

Briefing: New Apple Silicon M4 and M5 HiDPI Limitation on 4K External Displays

Strategic angle: Exploring the limitations of Apple's latest chips with 4K external displays.

Editorial Staff Mar 30

Hardware

Briefing: Jim Cramer on Tower Semiconductor (TSEM): “I Would Take a Little Off Just Because It’s Had, It’s Had a Parabolic Move in the Last Few Weeks”

Strategic angle: Jim Cramer advises caution on Tower Semiconductor after significant price increases.

Editorial Staff Mar 28

Hardware

Briefing: AMD's Ryzen 9 9950X3D2 Dual Edition crams 208MB of cache into a single chip

Strategic angle: The latest AMD processor features an impressive amount of cache, enhancing performance for demanding applications.

Editorial Staff Mar 28

Hardware

Briefing: Sony hikes PS5 prices by up to $150 citing 'pressures' in global economy

Strategic angle: Sony raises PS5 prices due to rising memory chip costs affecting the gaming industry.

Editorial Staff Mar 27

Hardware

'Ukraine is not a bargaining chip,' says Renew Europe chief

Interview with Valérie Hayer, MEP & President of Renew Europe

Editorial Staff Mar 27

Hardware

Topological solitons power a chip-scale frequency comb source

Caltech scientists have developed a new way to produce optical frequency combs at the chip scale, enhancing precision in timekeeping and distance measurement.

Editorial Staff Mar 26

Hardware

Briefing: Arm releases first in-house chip, with Meta as debut customer

Strategic angle: Arm is making its first CPU, pivoting from only licensing its architecture to giants like Apple, Nvidia, Amazon and Google.

Editorial Staff Mar 24

Hardware

Briefing: Pool Spare GPU Capacity to Run LLMs at Larger Scale

Strategic angle: Exploring the potential of utilizing excess GPU resources for large language models.

Editorial Staff Mar 24

Hardware

Briefing: Superconducting chip generates tunable terahertz waves for compact imaging

Strategic angle: A tiny crystal chip harnesses terahertz radiation for enhanced imaging through various materials, promising advancements in healthcare and security.

Editorial Staff Mar 23

Hardware

Briefing: Synopsys shares rally as activist Elliott builds multibillion-dollar stake in chip design firm

Strategic angle: Elliott did not disclose the exact value of its investment, but described Synopsys as 'essential to the global chip industry.'

Editorial Staff Mar 23

Hardware

Briefing: Nvidia Corp (NVDA) Sets Sights on Chinese Customers After H200 License Approval

Strategic angle: Nvidia aims to expand its market reach in China following the approval of its H200 license.

Editorial Staff Mar 22

Hardware

Briefing: Why drawing eyes on food packaging could stop seagulls stealing your chips

Strategic angle: The increasingly urban lifestyles of seagulls in the UK and around Europe have made them experts at grabbing food from unsuspecting outdoor diners.

Editorial Staff Mar 21

Hardware

Briefing: Nvidia's Jensen Huang Denies Chip Diversion to China Amid Super Micro Scandal

Strategic angle: Recent developments raise questions about Nvidia's chip distribution practices.

Editorial Staff Mar 21

Hardware

Briefing: These electronic Polaroids are powered by your phone’s NFC chip

Strategic angle: Photos are sent wirelessly from your phone to the small digital photo frame.

Editorial Staff Mar 20

Hardware

U.S. prosecutors charge Super Micro Computer employees with smuggling Nvidia chips to China

The U.S. government has been trying to crack down on illegal shipments of top-tier Nvidia artificial intelligence chips to China.

Editorial Staff Mar 20