Semiconductor News & Analysis Feed
19 articles
2026-09-01
news.google.com
2026-09-01
In September 2026, AI company Anthropic announced a $35 billion cloud computing agreement with Lambda, a company backed by NVIDIA, highlighting the growing demand for computing capacity in the AI sector. This deal positions NVIDIA not only as a chip supplier but also as a key financier and infrastru
2026-09-01
news.google.com
2026-09-01
Micron Technology's Taiwan subsidiary plans to distribute record bonuses amid a potential labor strike, as employees protest what they perceive as lower compensation compared to competitors. Despite strong global demand for memory chips driven by the AI boom, which has led to record sales and profit
2026-09-01
news.google.com
2026-09-01
NVIDIA has committed $3 billion to SB Energy, strengthening its position in the AI supply chain by investing in data center infrastructure. The move underscores NVIDIA's shift from chip supplier to ecosystem enabler, complemented by recent investments in MediaTek and acquisition of Hugging Face. Des
2026-09-01
news.google.com
2026-09-01
Taiwan Semiconductor Manufacturing Company (TSMC) continues to deliver exceptional financial results in Q2 2026, drawing attention from institutional investors. According to the Baron Fifth Avenue Growth Fund's Q2 2026 investor letter, the fund achieved a 24.6% return, outperforming major benchmarks
2026-09-01
news.google.com
2026-09-01
NVIDIA has unveiled enhanced developer controls for its DLSS 5 technology, showcasing significant improvements in fine-grained visual customization for game developers. DLSS 5 now allows developers to adjust model selection, intensity, and color/tone mapping at the per-object and per-pixel level, wi
2026-09-01
news.google.com
2026-09-01
In the wake of NVIDIA's massive one-day market cap gain of $442 billion, Marvell Technology saw its stock drop nearly 10%, despite reporting a record quarterly revenue of $2.74 billion. The discrepancy stems from the fact that most revenue from its major Google custom-silicon deal won't materialize
2026-09-01
news.google.com
2026-09-01
Micron Technology, a key player in the semiconductor industry, has thrived amid the generative AI trend, with its stock soaring 1,200% over the past five years. However, recent shares have dropped around 23% from their all-time high, raising concerns among investors. In Q3 2024, Micron reported a st
2026-09-01
news.google.com
2026-09-01
Despite posting a stellar quarterly report, NVIDIA's stock fell 5.5% after earnings, raising questions about the sustainability of its growth trajectory. The company reported revenue of $96.2 billion, more than double the prior year, with adjusted earnings per share rising 120% year-over-year to $2.
2026-09-01
news.google.com
2026-09-01
OneRail, a logistics company, has partnered with Nvidia to launch an AI-powered platform called OmniStar, designed to help retailers make faster and more efficient delivery decisions at scale. By leveraging Nvidia's AI software and hardware, the platform evaluates delivery options in real time, redu
2026-09-01
news.google.com
2026-09-01
NVIDIA's stock dropped 5.5% after its second-quarter earnings report, despite posting blowout financial results that exceeded expectations. While revenue more than doubled to $96.2 billion and adjusted earnings per share rose 120% year-over-year, investors remain skeptical about the sustainability o
2026-09-01
tomshardware.com
2026-09-01
A Chinese court in Dongguan has frozen approximately $318 million in assets held by Dutch chipmaker Nexperia and its equipment subsidiary ITEC, as part of a legal move by parent company Wingtech Technology to regain control over Nexperia. The court order, which lasts until August 2029, affects equit
2026-09-01
news.google.com
2026-09-01
NVIDIA and MediaTek have deepened their strategic partnership, focusing on enterprise AI infrastructure, edge computing, client PCs, and automotive platforms. NVIDIA has invested $3.5 billion in MediaTek’s convertible bonds to support this collaboration. The core of the initiative is the integration
2026-09-01
news.google.com
2026-09-01
SB Energy, a leading AI infrastructure company majority-owned by SoftBank's Masayoshi Son, has filed an IPO registration with the SEC for a Nasdaq listing under the ticker SBE. The company aims to raise between $5 billion and $7 billion, though the number of shares and pricing remain undetermined. N
2026-09-01
news.google.com
2026-09-01
This article explores the semiconductor industry's journey toward the 'singularity'—a point where technological growth becomes uncontrollable and irreversible. Drawing on Ray Kurzweil’s 'Law of Accelerating Returns,' it highlights how each generation of technology enables the next, more powerful one
2026-09-01
news.google.com
2026-09-01
NVIDIA and MediaTek have expanded their partnership, aiming to advance NVIDIA's rack-scale AI strategy by enabling MediaTek to develop custom XPUs that integrate with NVIDIA's AI systems using the NVLink Fusion platform. This collaboration allows NVIDIA to extend its dominance in AI infrastructure w
2026-09-01
news.google.com
2026-09-01
Seagate Technology (STX), a key player in the AI storage sector, has outperformed major AI stocks like NVIDIA in recent performance. Over the past year, its stock surged by 385%, and year-to-date gains exceed 200%. The company's strong position in high-capacity hard drives, particularly with the Moz
2026-09-01
tomshardware.com
2026-09-01
NVIDIA has confirmed that its controversial DLSS 5 technology will launch on September 3, with NBA2K27 as the first supported title. The new feature will be available across all RTX 50 Series GPUs, laptops, and GeForce NOW. DLSS 5 introduces a 3D-guided Neural Rendering AI model designed to enhance
2026-09-01
eetimes.com
2026-09-01
Keysight's SOS Enterprise platform is designed to help semiconductor and electronics companies transition from traditional siloed data management to a more integrated and intelligent system for engineering data and IP governance. By centralizing data management, ensuring design integrity, and enabli
2026-09-01
news.google.com
2026-09-01
Qualcomm announced a double-digit price increase for its chips starting tomorrow, driven by rising supplier costs that the company can no longer absorb. While Apple has been transitioning to its own modem chips, it still relies on Qualcomm for the iPhone 17 models. With the iPhone 18 Pro expected to