Semiconductor News & Analysis Feed
161 articles
2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-22
news.google.com
2026-06-22
Stock Titan
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
memeburn.com
2026-06-19
Memeburn
TL;DR
Qualcomm is reportedly in talks to buy Tenstorrent for between $8 billion and $10 billion.
Tenstorrent is an AI chip design company with serious engineering talent, including well-known chip designer Jim Keller.
The deal would push Qualcomm into AI infrastructure, a space currently dominated by Nvidia.
Qualcomm’s strengths in mobile chips and 5G don’t automatically translate to AI infrastru
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.businessreport.com
2026-06-19
Baton Rouge Business Report
THURSDAY, JUNE 18, 2026
Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
By Daily Report Staff
Amazon is exploring a major expansion of its artificial intelligence chip business by considering direct sales of its custom AI processors to outside companies, Bloomberg reports.
The initiative centers on Trainium, a family of chips designed to provide a lower-cost alternativ
2026-06-19
techcrunch.com
2026-06-19
TechCrunch
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.
Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the
2026-06-19
www.xtb.com
2026-06-19
XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia.
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According to availa
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
Daniel Howley · Technology Editor
Updated Thu, June 18, 2026 at 9:43 AM PDT 3 min read
AMZN
-4.44%
AMD
+0.60%
NVDA
-0.58%
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Amazon (AMZN) CEO Andy Jassy released his annual shareholder newsletter on Thursday, outlining the company's approach to AI and indicating that Amazo
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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Get the most important global
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
NVDA
-2.37%
GOOGL
+1.06%
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Trading disclosure
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google