Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
NVIDIA157 TSMC53 Micron Technology34 Goldman Sachs32 SK Hynix27 OpenAI24 Intel22 SB Energy22 Micron19 BlackRock19 Samsung Electronics17 AMD16
Trending Technologies
3nm78 EUV78 AI57 GPU43 AI chips43 AI infrastructure35 DRAM26 data center22 HBM20 semiconductor17 EDA13 AI computing13
2026-08-13
NVIDIA CEO Warns of ‘Horrible Outcome’ If China Optimizes AI Models for Huawei Hardware Instead of American Chips - Yahoo Finance
0.92
finance.yahoo.com 2026-08-13
2026-08-13
NVIDIA CEO Warns of 'Horrible Outcome' If China Optimizes AI Models for Huawei Hardware Instead of American Chips - 24/7 Wall St.
0.92
247wallst.com 2026-08-13
2026-08-13
China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia - digitimes
0.85
www.digitimes.com 2026-08-13
According to a recent DIGITIMES report, China's high-end AI chip market could see nearly 90% domestic market share by 2026, with overseas suppliers like NVIDIA and AMD expected to capture only about 10%. This shift reflects China's growing investment in semiconductor development and its push toward
AI chipSemiconductor marketDomestic shareHuaweiNVIDIAChip technologyArtificial intelligenceSemiconductor industry
2026-08-11
Huawei and native firms to capture 90% of 2026 China’s AI chip market: Report - Huawei Central
0.92
www.huaweicentral.com 2026-08-11
According to a recent report by TrendForce, Huawei and other domestic semiconductor firms are expected to capture 90% of China’s high-end AI chip market by 2026. This projection comes amid escalating U.S.-China tech tensions, particularly due to U.S. export restrictions on foreign chipmakers like NV
AI chipSemiconductor marketHuaweiChina techChip self-relianceUS-China tech rivalryGPU marketDomestic substitution
2026-08-09
Nvidia's China AI chip share is forecast to collapse from 40% to 8% as Huawei scales - MarketScale
0.95
news.google.com 2026-08-09
2026-08-07
Honor to soon launch a new flagship tablet with 2nm chip - Huawei Central
0.95
news.google.com 2026-08-07
2026-08-07
Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
0.92
digitimes.com 2026-08-07
2026-08-05
Huawei Scientist Warns NVIDIA Semiconductor Methods Face Limits - 조선일보
0.95
www.chosun.com 2026-08-05
2026-08-05
Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook
0.92
digitimes.com 2026-08-05
2026-08-04
Huawei’s top scientist predicts a big shift in chip design - Sammy Fans
0.9
www.sammyfans.com 2026-08-04
2026-08-04
Huawei scientist says Nvidia will soon hit the same chip wall - The Next Web
0.85
thenextweb.com 2026-08-04
A top scientist from Huawei has warned that NVIDIA is soon to encounter the same physical performance ceiling that Huawei claims is reshaping the entire semiconductor industry. This assertion is less a boast than a strategic bet on the future of chip technology. If all manufacturers are approaching
Semiconductor IndustryChip Performance LimitNVIDIAHuawei3nm ProcessEUV LithographyAI ChipsChip Design
2026-08-04
Nvidia will soon face a chip limit, warns Huawei’s top scientist - The Business Times
0.92
www.businesstimes.com.sg 2026-08-04
2026-08-04
Huawei’s Top Scientist Warns of Chip Limit Nvidia Will Soon Face - Bloomberg.com
0.95
www.bloomberg.com 2026-08-04
2026-07-31
Shanghai rises as China's lithography hub, powered by SMEE, Huawei and rising DUV rivals
0.92
digitimes.com 2026-07-31
2026-07-30
Dan Ives Says Even Nvidia's 'Third-Rate' Chips Beat Huawei - Benzinga
0.92
www.benzinga.com 2026-07-30
2026-07-24
Huawei founder endorses Tau Law as sole path for post-Moore chip development
0.95
digitimes.com 2026-07-24
2026-07-22
Chinese modder gets GeForce RTX 4060 working in Windows 11 on Huawei Arm workstation
0.65
tomshardware.com 2026-07-22
A Chinese hacker has successfully run an NVIDIA GeForce RTX 4060 GPU on a Huawei ARM-based workstation running Windows 11, marking a significant step in cross-platform compatibility. The system uses Huawei's own Kunpeng 920 CPU rather than Qualcomm's Snapdragon processors. While the RTX 4060 perform
NVIDIAARM architectureWindows 11GPUHackerHuaweiRTX 4060Gaming performance
2026-07-22
The battle for the AI stack: Nvidia versus Huawei, with Europe watching from the sidelines - Bruegel
0.85
www.bruegel.org 2026-07-22
The semiconductor industry is intensifying its competition around AI chip stacks as artificial intelligence technology rapidly advances. NVIDIA, as the leader in AI computing, dominates the AI training and inference market through its powerful GPU technology, while Huawei attempts to gain market sha
AI chipSemiconductor competitionArtificial intelligenceHuaweiNVIDIAEuropean semiconductorChip supply chainTechnology standards
2026-07-14
Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards
0.92
digitimes.com 2026-07-14
2026-07-13
Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence
0.92
digitimes.com 2026-07-13