Semiconductor News & Analysis Feed

According to a Fubon Research report, Google plans to produce 12 to 15 million TPU v9 chips by 2028, potentially surpassing NVIDIA’s AI GPU shipments in the same period. This marks a significant shift in the AI hardware landscape, as Google’s self-developed chips are rapidly scaling in deployment. T

NVIDIA and Australian AI firm Firmus Technologies have announced a strategic partnership to deploy up to 170,000 AI accelerators in Indonesia’s Batam campus, aiming for $25–$30 billion in revenue over the first six years. The collaboration leverages Firmus’s HyperCube liquid-cooled AI architecture a

Qualcomm has announced plans to introduce its full Dragonfly data center product lineup to China, including custom AI accelerators designed to comply with U.S. export thresholds. This move aims to navigate China's unique regulatory environment while leveraging Qualcomm's existing relationships with

At Qualcomm's 2026 Investor Day, the company unveiled a comprehensive strategy for its data center business, including next-generation CPUs, AI accelerators, custom silicon, and connectivity technologies. This event marks Qualcomm's formal entry into the data center market, emphasizing its leadershi

Broadcom has expanded its AI hardware ecosystem by partnering with South Korean startup FuriosaAI to develop custom AI accelerators leveraging Broadcom's advanced packaging and networking technologies. According to The Register, FuriosaAI’s third-generation processor will be fabricated on a 2nm node