Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Samsung MX is increasingly sourcing key components from external suppliers. The Galaxy S25, for example, used Micron memory chips instead of Samsung’s own — a trend that may continue with the S26 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Android has an enormous app ecosystem, but many of those apps still struggle on larger screens, like tablets. And Android ...