Cowlpane has published 8 articles on semiconductor industry — primarily in Tech, Markets, Crypto , with coverage from 2026. Sourced from global financial publications.
UMC's Singapore expansion into photonic chip production challenges existing foundry dominance in the AI-driven optical interconnect market.
Local LLM testing reveals that larger models aren't always the most expensive to run per token, complicating the hardware-to-intelligence ratio.
Tower Semiconductor's $3 billion Japanese expansion leverages government grants to secure critical specialty semiconductor capacity.
Nvidia's shift from chip supplier to venture financier creates a new ecosystem that could lock hyperscalers out of the next AI wave.
A federal class-action lawsuit alleges Samsung, SK Hynix, and Micron coordinated supply cuts to inflate memory prices by 700%.
A $5 billion valuation for Etched signals a massive capital pivot toward specialized AI hardware that could slash enterprise inference costs.
Seoul's massive decade-long investment plan targets AI data centers and advanced chips, challenging the dominance of US-led silicon supply chains.
Sophon's new monolithic-3D ASIC integrates 330GB of on-die DRAM, bypassing the high-cost HBM supply chain that currently bottlenecks AI scaling.