More Than Moore

Apple Announces A19 and A19 Pro SoCs

Latest TSMC Process, GPU Tensor Cores, Memory Tagging for Security, & More

Sep 13 • 

Ryan Smith

23

2

August 2025

NVIDIA 2026 Q2 Financial Results

Record Streak of Records

Aug 28 • 

Ryan Smith

16

Lattice Semiconductor Q2 2025 Financials

Steady climb, sharper mix

Aug 14 • 

Dr. Ian Cutress

9

AMD 2025 Q2 Financials

Revenues up, but MI308 headwinds hit hard

Aug 6 • 

Ryan Smith

 and 

Dr. Ian Cutress

22

2

July 2025

Arm 2026 Q1 Financials

Another $1b Quarter, More Growth Expected

Jul 30 • 

Ryan Smith

 and 

Dr. Ian Cutress

4

Intel 2025 Q2 Financials

Tan Makes Hard Pivots, Charts a New Course

Jul 25 • 

Ryan Smith

 and 

Dr. Ian Cutress

11

Intel CEO Letter to Employees

Lip-Bu Tan announces 15% workforce reduction

Jul 24 • 

Dr. Ian Cutress

25

6

Efficient Computer's Electron E1 CPU

100x More Efficient than Arm?

Jul 24 • 

Dr. Ian Cutress

31

9

June 2025

AMD's AI Future is Rack Scale 'Helios'

Key Announcements from AMD Advancing AI 2025

Jun 12 • 

Ryan Smith

31

4

May 2025

NVIDIA 2026 Q1 Financial Results

China Headwind, Networking Tailwind

May 28 • 

Ryan Smith

 and 

Dr. Ian Cutress

7

2

Arm 2025 Q4 and FY Financials

Strongest Results Ever, But Limited Visibility

May 7 • 

Ryan Smith

 and 

Dr. Ian Cutress

7

AMD 2025 Q1 Financials

Solid Momentum and Outlook, Despite New Export Rules

May 6 • 

Ryan Smith

 and 

Dr. Ian Cutress

11