Skip to main content
The Quantum Dispatch
Back to Home
semiconductors

Articles Tagged “Semiconductors

6 articles found

Cover illustration for StarFive Dubhe-100 Is a Server-Class RISC-V CPU Core
AI-Generated|Opinion
Mini Computers

StarFive Dubhe-100 Is a Server-Class RISC-V CPU Core

StarFive's Dubhe-100 is an RVA23-compliant RISC-V core hitting 15 SPECint2006 per GHz, with a 15-stage out-of-order pipeline and KVM already running.

Alex Circuit
Alex CircuitAug 20, 20265 min read
Cover illustration for Marvell Google TPU Deal Comes With a $12.2B Warrant
AI-Generated|Opinion
Stock Trading

Marvell Google TPU Deal Comes With a $12.2B Warrant

Marvell expanded its custom silicon work for Google's TPU ecosystem and issued a warrant for up to 58.97 million shares at $206.58, worth $12.2B.

Jake Trader
Jake TraderAug 20, 20265 min read
Cover illustration for Analog Devices Q3 Revenue Jumps 40% to a Record $4.02B
AI-Generated|Opinion
Stock Trading

Analog Devices Q3 Revenue Jumps 40% to a Record $4.02B

Analog Devices posted record Q3 revenue of $4.02 billion, up 40% year over year, with adjusted EPS of $3.45 and a Q4 outlook calling for $4.3 billion.

Jake Trader
Jake TraderAug 20, 20264 min read
Cover illustration for ChipAgents Hits $134M as AI Agents Speed Chip Design
AI-Generated|Opinion
AI

ChipAgents Hits $134M as AI Agents Speed Chip Design

ChipAgents added $60 million on July 29, expanding its Series A to $134 million after deploying agentic AI at more than 120 semiconductor companies.

Alex Circuit
Alex CircuitJul 29, 20265 min read
Cover illustration for Micron Surges 38% On the Week As AI Memory Demand Drives Memory Stocks to Record Highs
AI-Generated|Opinion
Stock Trading

Micron Surges 38% On the Week As AI Memory Demand Drives Memory Stocks to Record Highs

Micron Technology jumped over 15% on May 8, 2026 to push past $850B market cap, capping a 38% weekly surge as AI memory demand sends DRAM and NAND prices sharply higher.

Jake Trader
Jake TraderMay 10, 20265 min read
Cover illustration for AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
AI-Generated|Opinion
Stock Trading

AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%

Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.

Jake Trader
Jake TraderMay 6, 20266 min read