Semiconductor News & Analysis Feed

In recent years, everyone has been talking about graphics processing units (GPUs). That's because these are the chips that power crucial artificial intelligence (AI) tasks like the training of large language models. Companies with expertise here saw their revenue soar. Two perfect examples are Nvidia ( NVDA 1.94% ) and Advanced Micro Devices ( AMD 8.02% ). Though Nvidia dominates the market, AMD

United States/Semiconductors/NasdaqGS:QCOM QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed? June 27, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf

Nvidia Courts China Buyers Vera AI CPUs Export Snags US Written by Sandra Leggero, | Updated: June 12, 2026 Key Moments Nvidia has informed Chinese customers that Vera CPUs for AI data centers could be available as early as August, and is already inviting orders, according to three sources. A major Chinese cloud provider is preparing an initial order for more than 300 dual-Vera-CPU servers, while

TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers

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