Semiconductor News & Analysis Feed
22 articles
2026-07-06
news.google.com
2026-07-06
Investor's Business Daily
2026-07-05
news.google.com
2026-07-05
IndexBox
2026-07-05
news.google.com
2026-07-05
GuruFocus
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
C
+2.78%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
INTC
+1.54%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
www.investing.com
2026-06-29
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-22
gamesbeat.com
2026-06-22
GamesBeat
Nvidia launches Halos for robotics. Source: Nvidia
Categories
Posted in
in Technology
Nvidia unveils Halos for Robotics to improve robot AI compute and safety
Posted by
by Dean Takahashi
June 22, 2026
3 min
Become a member of GB MAX to gain exclusive access to the industry and to the most influential global B2B leadership community in the business of gaming, entertainment, and tech. Join now and
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-01
michaelparekh.substack.com
2026-06-01
AI: Reset to Zero
AI: Nvidia & Microsoft focus on local AI computers. AI-RTZ #1104
...bridging its AI 'mainframes' to local AI 'RTX Spark' computers
MICHAEL PAREKH
JUN 01, 2026
2
Share
Nvidia founder/CEO Jensen Huang kicked off its GTC 2026 Computex show in Taipei, Taiwan with a keynote again. Last year he outlined his clockwork like AI Infrastructure roadmap from Blackwell to Vera Rubin to Feynman and beyond.
A
2026-06-01
blogs.nvidia.com
2026-06-01
NVIDIA Blog
NVIDIA AI Cloud Ecosystem Expands Worldwide to Meet Global AI Compute Demand
Fast-growing ecosystem helps enterprises, startups, nations, AI labs and developers scale agentic AI applications.
May 31, 2026 by Dion Harris
0
Share
The NVIDIA AI Cloud ecosystem is accelerating the global buildout of AI factory infrastructure. Partners are expanding capacity to meet growing demand from enterprises,
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
__fail__
2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
__fail__