Semiconductor News & Analysis Feed
158 articles
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-04
news.google.com
2026-07-04
The Motley Fool
2026-07-04
aimagazine.com
2026-07-04
AI Magazine
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-02
tomshardware.com
2026-07-02
Luke James
Google is testing a reCAPTCHA check that switches on a user's camera and asks them to wave or hold up an open palm.
2026-07-02
memeburn.com
2026-07-02
Memeburn
2026-07-01
eu.36kr.com
2026-07-01
36Kr
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Micron Technology set to surpass all US companies in profitability except Nvidia and Google
A memory chip maker just posted an 84.9% gross margin, and the AI boom deserves most of the credit
2026-06-28
www.marketwatch.com
2026-06-28
MarketWatch
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2026-06-26
news.google.com
2026-06-26
9to5Google
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Google and Amazon Just Launched a Full-Frontal Assault Against Nvidia
Danny Vena, CPA, The Motley Fool
Mon, June 22, 2026 at 10:45 AM PDT 4 min read
NVDA
-4.13%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia's (NASDAQ:NVDA) rise to superstardom in the artificial intelligence (AI) chip space has been nothing short of spectacular. The company pivoted from its focus on gaming chips and adapted i
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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GuruFocus
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its
2026-06-21
news.az
2026-06-21
Latest news from Azerbaijan
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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GuruFocus
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo