Semiconductor News & Analysis Feed

Micron Technology has led a rebound in the AI sector as market sentiment improves and short-selling pressure eases. With growing confidence in AI technology prospects, investor mood has gradually turned positive, providing a boost to the semiconductor industry. As demand for data centers and AI infr

This article delves into the profound transformation in the current AI industry landscape, highlighting NVIDIA's dominant position as the largest 'landlord' in the AI era, controlling the entire industry's computing power infrastructure. Meanwhile, once-celebrated large model companies like OpenAI a

NVIDIA's AI inference chip market share has risen to 74%, reinforcing its dominance in the fastest-growing segment of the AI industry. This growth underscores the company's technological leadership, particularly with its Blackwell architecture, which dramatically improves energy efficiency and reduc