Semiconductor News & Analysis Feed

The $134 billion AI investment supercycle is fundamentally reconfiguring the semiconductor fabrication landscape and, by extension, the industrial gas supply chain that underpins it. As hyperscalers and chipmakers race to build or upgrade advanced-node fabs, the demand for ultra-high-purity specialt

NVIDIA has released Alpamayo 2 Super, a 34-billion parameter vision-language-action (VLA) model designed for autonomous driving and robotaxis. Built with an open commercial license under OpenMDW-1.1, it enables immediate commercial deployment without additional permissions. The model features a 32B

Etched, a U.S.-based AI chip startup founded in 2022 and headquartered in San Jose, California, has attracted significant attention from investors including Geoffrey Hinton, Fei-Fei Li, and Andrej Karpathy. The company's core team includes former employees from NVIDIA, Google's TPU team, Broadcom, S