Semiconductor News & Analysis Feed

The rapid advancement of cloud AI technology is driving mobile system-on-chip vendors to accelerate their flagship products toward 2nm process nodes, with full implementation expected by 2026. This trend extends beyond performance improvements to avoid the most constrained 3nm process and secure sta

Qualcomm's formal launch of the Dragonfly data center product line at its Investor Day marks a significant strategic shift from traditional mobile chip dominance toward cloud AI computing. This move represents Qualcomm's ambitious plan to diversify its revenue streams and reduce dependence on handse

HPE has unveiled new innovations to help enterprises transition into agentic enterprises and deploy AI into production with enhanced security, governance, and control. The integration with NVIDIA introduces tools such as the NVIDIA Agent Toolkit, Nemotron open models, NemoClaw, and OpenShell, formin

HPE's integration of NVIDIA Vera CPUs into its private cloud AI offerings represents a significant advancement in data center and AI computing capabilities. The Vera CPU, NVIDIA's next-generation processor optimized for AI and machine learning workloads, delivers enhanced parallel computing capabili