News
1.
The Great Decoupling: Microsoft and Amazon Challenge the Nvidia Hegemony with Intel 18A Custom Silicon
2+ hour, 36+ min ago (741+ words) The Great Decoupling: Microsoft and Amazon Challenge the Nvidia Hegemony with Intel 18A Custom Silicon'FinancialContent...
2.
The AI Storage Supercycle: A Deep Dive into the New Western Digital (WDC)
3+ day, 6+ hour ago (466+ words) Date: December 26, 2025 Following the 2025 split, Western Digital's business model is now laser-focused on the HDD market, specifically targeting the "Nearline" segment. The company generates revenue by selling high-capacity mechanical drives to cloud service providers (hyperscalers), enterprise data centers, and original…...
3.
IntelâÂÂs 18A Node Hits Volume Production at Fab 52 as Yields Stabilize for Panther Lake Ramp
3+ day, 8+ hour ago (819+ words) Intel's 18A Node Hits Volume Production at Fab 52 as Yields Stabilize for Panther Lake Ramp'FinancialContent...