Semiconductor News & Analysis Feed
20 articles
2026-10-01
finance.yahoo.com
2026-10-01
2026-09-30
www.indexbox.io
2026-09-30
2026-09-29
finance.yahoo.com
2026-09-29
2026-09-28
tomshardware.com
2026-09-28
OpenAI's Jalapeño ASIC, co-developed with Broadcom, is primarily an internal inference accelerator, but the company is signaling potential external market entry. Hardware head Richard Ho clarified that while OpenAI's own compute demand will consume capacity for years, the chip is programmable, gener
2026-09-25
www.sdxcentral.com
2026-09-25
2026-09-22
www.koreaittimes.com
2026-09-22
SK hynix's pivot toward HBF, PIM, and SALT-KV signals a structural shift in how the memory industry addresses the emerging bottleneck of AI inference rather than training. While the GPU-HBM axis has dominated the AI semiconductor narrative, the proliferation of long-context inference and autonomous
2026-09-22
2026-09-18
www.engineering.com
2026-09-18
2026-09-16
semiengineering.com
2026-09-16
2026-09-16
www.koreaherald.com
2026-09-16
2026-09-12
news.google.com
2026-09-12
2026-09-12
news.google.com
2026-09-12
2026-09-11
www.bloomberg.com
2026-09-11
2026-09-10
www.prnewswire.com
2026-09-10
2026-09-09
the-decoder.com
2026-09-09
2026-09-09
2026-09-09
www.storagereview.com
2026-09-09
2026-09-04
finance.yahoo.com
2026-09-04
2026-09-03
www.engineering.com
2026-09-03
Equinix and NVIDIA's deepening collaboration in AI inference represents a significant advancement in semiconductor industry's infrastructure development for artificial intelligence computing. This partnership demonstrates the growing convergence between semiconductor technology and AI infrastructure
2026-09-03
www.techbuzz.ai
2026-09-03
NVIDIA has partnered with Equinix and Together AI to enable enterprise customers to run open-model inference without building their own GPU-intensive data centers. This move underscores a shift in the AI compute market, where mid-sized companies are increasingly seeking flexible and cost-effective a