Semiconductor News & Analysis Feed
20 articles
2026-07-31
www.firstpost.com
2026-07-31
According to Jefferies' latest analysis, despite ongoing volatility and challenges in the global chip market, China is well-positioned to gain a leading role in the artificial intelligence (AI) race. The firm highlights China's growing strength in AI chip development, manufacturing processes, and su
2026-07-27
news.google.com
2026-07-27
2026-07-21
www.bloomberg.com
2026-07-21
2026-07-20
2026-07-19
finance.yahoo.com
2026-07-19
2026-07-19
news.google.com
2026-07-19
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-07-13
tomshardware.com
2026-07-13
Meta has announced plans to expand its Hyperion data center in Richland Parish, Louisiana, from an initial 2GW to 5GW of compute capacity, pushing its total regional investment beyond $50 billion. This move underscores Meta's significant commitment to AI infrastructure and reflects the growing globa
2026-07-13
news.google.com
2026-07-13
2026-07-11
news.google.com
2026-07-11
2026-07-07
www.thestreet.com
2026-07-07
2026-07-01
247wallst.com
2026-07-01
In the midst of the global AI boom, semiconductor giants Broadcom and NVIDIA are locked in a $100 billion race for AI chip dominance, each pursuing distinct business models. While Broadcom focuses on custom silicon for a select group of hyperscalers like Google and Meta, NVIDIA leverages a broad pla
2026-07-01
finance.yahoo.com
2026-07-01
In the context of the global AI boom, semiconductor giants Broadcom and NVIDIA are pursuing distinctly different strategies. Broadcom has experienced explosive growth in its custom AI silicon business, with AI semiconductor revenue surging 143% year-over-year to $10.8 billion, and is projected to re
2026-06-24
www.upi.com
2026-06-24
South Korea's Samsung CEO's inspection of HBM production lines highlights the intense competition in the semiconductor industry driven by artificial intelligence. As AI technology rapidly advances, demand for high-performance computing chips and memory has surged dramatically, making HBM a critical
2026-06-22
www.barchart.com
2026-06-22
Taiwan Semiconductor Manufacturing Company (TSMC), as the world's leading semiconductor foundry, plays a pivotal role in the AI revolution not as a competitor but as a critical enabler. While investors often focus on which tech giant will dominate the AI race, the reality is that the AI ecosystem is
2026-06-22
finance.yahoo.com
2026-06-22
While investors are focused on which tech giant will dominate the artificial intelligence (AI) race, this article argues that the AI ecosystem is too large and complex for any single company to control. Although NVIDIA leads in chips, Amazon controls the cloud, Google has data advantages, and Meta h
2026-06-19
wccftech.com
2026-06-19
ASML CEO Christophe Fouquet's remarks highlight the shifting dynamics in the global semiconductor landscape, particularly Europe's lag in the AI race. His comments reveal that demand from projects like Elon Musk's Terafab initiative will rival facilities capable of producing millions of wafers month
2026-06-11
www.pymnts.com
2026-06-11