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Chip Talk Semiconductor News & Announcements

The Rare Earth Revival: Why Infineon, MP Materials, and AMD Are Winning in the New AI + EV Hardware Cycle

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November 18, 2025
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Tiny Regulator, Big AI Impact: What Tower & Switch’s New SW2001 Means for Data Center Power

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November 18, 2025
3 comments

Google’s $40B Texas Expansion: The AI Move That Quietly Reshapes America’s Semiconductor Power Map

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November 18, 2025
3 comments

Vast x CoreWeave’s $1.17B Deal: The Storage Win That Quietly Reshapes the Semiconductor Supply Chain

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November 18, 2025
1 comment

Anthropic’s $50B Infrastructure Bet: The Hidden Semiconductor Supercycle

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November 18, 2025
4 comments

Scaling AI Infrastructure: Why the GPU Boom Meets Power, Cost, and ROI Constraints

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November 14, 2025
5 comments

CoreWeave’s AI Cloud Challenge: Growth, Debt, and the Battle for GPU Infrastructure

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November 14, 2025
4 comments

Echoes of Hype: Cisco’s Dot-Com Surge vs. Nvidia’s AI Run

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November 14, 2025
8 comments

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
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