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Chip Talk Semiconductor News & Announcements

MP Materials’ 380% YTD Surge: How Rare Earths, and Industrial Policy Turned a Miner Into a Strategic Powerhouse

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November 11, 2025
7 comments

Kioxia’s Broadband Optical SSD: Rewiring the Data Center for the Optical Era

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November 10, 2025

The Enterprise SSD Market in 2025: How AI Is Reshaping Data Infrastructure

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November 06, 2025
10 comments

Korea’s AI Leap: How NVIDIA’s “250-300k GPU” Deal is Powering the Next Industrial Wave A Turning Point

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November 05, 2025
9 comments

TSMC Surges, Intel Stumbles: Inside the Q3 2025 Foundry Earnings Gap

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October 31, 2025
10 comments

NVIDIA’s $1B stake in Nokia: the real strategy

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October 29, 2025
1 comment

AI x EDA startups: who’s doing what (and why it matters)

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October 29, 2025
8 comments

Skyworks + Qorvo: the new U.S. RF giant—deal terms, strategy, rivals, and what comes next

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October 29, 2025
6 comments

Qualcomm Redefines Rack-Scale AI Inference with the AI200 & AI250 Qualcomm is making a bold move into the data center.

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October 27, 2025
8 comments

Alibaba Just Changed the GPU Game, And History May Be About to Repeat Itself

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October 22, 2025
3 comments
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