AI Chips
- AI
AMD Acquires Taalas: Etching LLM Weights Into Silicon at 17,000 Tokens/Second
AMD is acquiring Taalas, the Toronto startup that etches model weights directly into silicon — its HC1 chip serves Llama 3.1 8B at 17,000 tokens/sec, 48-73x faster than …
- AI
NVIDIA vs Intel AI Chip War 2026： How Investors Should Choose
BLUF: NVIDIA Remains the Top AI Chip Investment, Intel’s Transformation Is a Long Road In the 2026 AI chip battlefield, NVIDIA, with its CUDA ecosystem, Blackwell …
- AI
NVIDIA Stock Rises on AI Demand: What Chip Investors Should Watch
Geopolitics and AI Demand: What Truly Underpins NVIDIA’s Stock Resilience? A slight easing in geopolitical tensions might offer temporary relief for market …
- Infrastructure
NVIDIA Stock Price Approaches Key Technical Analysis Breakout Point： How Will th
The stock price is nearing a breakout, but what is the market truly worried about? The answer is straightforward: the market is worried about the ‘capital …
- Industry Trends
ASM International's Second Quarter Forecast Exceeds Expectations： Why Can Semico
Why Can a Dutch Equipment Supplier’s Forecast Affect the Global Semiconductor Industry? Simple answer: Because ASMI’s leadership in atomic layer deposition …
- Infrastructure
AMD 2026 Investment Outlook： Buy Timing and Competitive Strategy Analysis Amid S
Why is the Market Overwhelmingly Optimistic About AMD? It’s Not Just the “AI Story” Answer Capsule: The market consensus is not blind following. The …