Semiconductor News & Analysis Feed
20 articles
2026-08-21
www.bloomberg.com
2026-08-21
2026-08-21
www.bloomberg.com
2026-08-21
2026-08-21
www.thevibes.com
2026-08-21
2026-08-19
www.indexbox.io
2026-08-19
2026-08-19
news.google.com
2026-08-19
2026-08-18
www.smartkarma.com
2026-08-18
2026-08-18
www.latimes.com
2026-08-18
2026-08-17
cryptobriefing.com
2026-08-17
2026-08-17
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-17
www.phoronix.com
2026-08-17
With the release of Linux 7.3, ARM64 architecture is set to receive several key enhancements, most notably the introduction of the BBML3 (Break-Before-Make Level 3) feature. BBML3 improves page table transition efficiency, enhances memory management, and boosts VM hypervisor handling—replacing the o
2026-08-17
www.ad-hoc-news.de
2026-08-17
Samsung Electronics has seen a strong stock rally, reflecting market confidence in its semiconductor leadership. The company's financial position is robust, with cash reserves rising to 189.95 trillion KRW in the first half of 2026, and combined with SK Hynix, the two Korean memory giants now hold 2
2026-08-16
247wallst.com
2026-08-16
Stanley Druckenmiller's Duquesne Family Office made a strategic move into AI infrastructure semiconductors last quarter, increasing positions in Broadcom, Intel, and Arm Holdings. This coordinated bet reflects a belief in the diversification of AI compute beyond NVIDIA, with each company playing a d
2026-08-16
tomshardware.com
2026-08-16
This article explores the controversy surrounding a former Missouri Farm Bureau chief, Blake Hurst, who publicly invites AI data center developers to purchase his land, challenging local opposition to large-scale data center projects. The proposed White Cloud Acres campus in Nodaway County, valued a
2026-08-15
www.tomshardware.com
2026-08-15
NVIDIA's $5 billion investment in Intel stock, made as part of a strategic AI infrastructure partnership announced in September 2023, has now generated nearly $25 billion in gains, according to a recent SEC filing. Beyond this, NVIDIA holds approximately $21 billion in SpaceX stock and stakes valued
2026-08-13
247wallst.com
2026-08-13
Michael Burry has raised concerns once again about the current financing model in the AI industry, highlighting a 'circular financing' phenomenon where NVIDIA sits at the center. According to 24/7 Wall St., U.S. corporations are expected to invest around $770 billion in AI infrastructure in 2026, bu
2026-08-13
news.google.com
2026-08-13
2026-08-13
www.marketbeat.com
2026-08-13
Carmignac Gestion increased its NVIDIA stake by 25.3% in Q1 2026, holding 4.57 million shares valued at $796 million, making it the largest holding in the portfolio. The move reflects strong confidence in NVIDIA's AI infrastructure growth, supported by robust demand for current and older GPUs, a $24
2026-08-13
kalkinemedia.com
2026-08-13
2026-08-12