Semiconductor News & Analysis Feed
14 articles
2026-09-15
news.google.com
2026-09-15
NVIDIA's next-generation flagship AI accelerator, Rubin Ultra, is expected to ship with only 192 GB of high-bandwidth memory (HBM), down from the originally announced 1 TB. This is not a sign of technological regression or declining demand, but rather a strategic reallocation due to severe HBM suppl
2026-09-15
tomshardware.com
2026-09-15
Valve has unveiled its next-generation VR headset, the Steam Frame, which adopts a dual-mode design supporting both wireless streaming and standalone operation. During the launch, Valve engineers discussed the technical challenges and pricing strategies behind the product. With rising costs in PC ha
2026-09-15
tomshardware.com
2026-09-15
NVIDIA has repositioned the RTX 5090 as a flagship for AI computing and introduced the new RTX Pro 5500 Workstation Edition to bridge the gap between its high-end and mid-tier offerings. The RTX Pro 5500 shares the same GB202 silicon as the RTX 5090 but features 84GB of GDDR7 memory—2.6 times more t
2026-09-15
tomshardware.com
2026-09-15
NVIDIA's latest flagship RTX 5090 graphics card has nearly vanished from U.S. online retail channels, with only third-party sellers offering it at inflated prices ranging from $6,500 to $9,500. While the card's high performance and AI capabilities drive demand, its scarcity is likely due to supply c
2026-09-15
eetimes.com
2026-09-15
This article explores the evolution and application of digital key technology in smart buildings, focusing on key radio technologies such as UWB and Bluetooth. From ancient locks to modern digital authentication systems, the progression from physical keys to wireless remote controls and secure digit
2026-09-14
tomshardware.com
2026-09-14
Recent reports from The Information highlight growing concerns among major corporations regarding the use of advanced AI models due to data privacy issues. Companies such as NVIDIA and Palantir are restricting access to certain AI models, driven by fears that proprietary data may be used for trainin
2026-09-14
news.google.com
2026-09-14
Lorentz Solution and NVIDIA jointly presented advanced chip-level 3D electromagnetic (EM) extraction and sign-off technologies at the 2026 TSMC Open Innovation Platform (OIP) forum, focusing on ultra-high-speed silicon photonics and IC/3DIC designs. This marks the third consecutive year of collabora
2026-09-14
news.google.com
2026-09-14
On September 14, 2026, global tech stocks experienced a notable market rotation, with NVIDIA dropping 8.38% while Meta, Alphabet, and Microsoft rose 7.12%, 2.09%, and remained flat, respectively. This shift was triggered by public calls from three AI executives—Dario Amodei of Anthropic, Sam Altman
2026-09-14
news.google.com
2026-09-14
NVIDIA returned a record $26 billion to shareholders in Q2 2027, marking a significant shift from its previous focus on reinvestment to a more shareholder-centric financial strategy. This move includes a 25-fold increase in its quarterly dividend to $0.25 per share and substantial stock buybacks. Wh
2026-09-14
news.google.com
2026-09-14
NVIDIA has introduced the RTX PRO 5500 Blackwell workstation GPU to its professional lineup, featuring 84GB of GDDR7 memory, 21,760 CUDA cores, and a 600W power rating, designed for rack-mounted deployments. Positioned between the RTX PRO 5000 and 6000, it offers more memory than the former but fewe
2026-09-14
news.google.com
2026-09-14
NVIDIA has quietly expanded its Blackwell workstation GPU lineup with the new RTX Pro 5500, positioned between the RTX Pro 5000 and flagship RTX Pro 6000. While closer to the latter in terms of specifications, the new card features 84 GB of GDDR7 memory with 1,398 GB/s bandwidth, a configuration tha
2026-09-14
news.google.com
2026-09-14
Oracle's recent disclosure that its fleet of over 300,000 GPUs operated at 97.9% utilization during the quarter ending August 31 offers compelling evidence of a global shortage of NVIDIA's AI chips. While NVIDIA has repeatedly claimed full utilization across its cloud platforms, Oracle’s data provid
2026-09-13
news.google.com
2026-09-13
Infineon continues to expand its presence in the artificial-intelligence-driven data center space, recently announcing a collaboration with SolarEdge and unveiling a new family of smart-power-stage modules designed for AI accelerators. This move underscores the company's strategic push into the crit
2026-09-13
news.google.com
2026-09-13
India's Defense Research and Development Organization (DRDO) has achieved a significant breakthrough in semiconductor technology by developing indigenous gallium nitride (GaN) technology for next-generation radar and electronic warfare systems. This development represents a crucial step forward for