Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.techdigest.tv
2026-09-29
The Q2 2026 semiconductor revenue milestone of $425 billion represents far more than a cyclical upswing—it signals a structural repricing of the industry's growth model. The 31.4% quarter-over-quarter surge, while extraordinary, is best understood through the lens of AI infrastructure's gravitationa
2026-09-28
futurumgroup.com
2026-09-28
2026-09-28
www.autoconnectedcar.com
2026-09-28
This connected car news roundup highlights a converging trend: the automotive ecosystem is rapidly absorbing technologies from quantum computing, AI edge processing, and atomic-scale fabrication. The most significant semiconductor-adjacent development is OMNIVISION's OAX7700, which represents a mean
2026-09-26
coinpaper.com
2026-09-26
Nvidia's Vera Rubin NVL72 has posted its first independent MLPerf Inference v6.1 results, claiming up to 3.7x the throughput of the previous-generation GB300 NVL72 on the Qwen3-VL workload and 2.5x on DeepSeek-R1. While the headline number is striking, the broader story is less about raw performance
2026-09-25
news.google.com
2026-09-25
2026-09-24
finance.yahoo.com
2026-09-24
2026-09-23
tomshardware.com
2026-09-23
Alibaba's Zhenwu V900 announcement at the Apsara Conference 2026 is best understood not as a single product launch but as a strategic positioning statement within China's intensifying domestic AI silicon race. The chip's headline specs—216GB memory, 1.2TB/s inter-chip bandwidth, and a 500,000-card s
2026-09-23
finance.biggo.com
2026-09-23
2026-09-23
www.ad-hoc-news.de
2026-09-23
2026-09-22
www.reuters.com
2026-09-22
2026-09-22
ca.finance.yahoo.com
2026-09-22
2026-09-21
www.investing.com
2026-09-21
2026-09-21
2026-09-21
www.tomshardware.com
2026-09-21
2026-09-19
www.electrive.com
2026-09-19
2026-09-18
tomshardware.com
2026-09-18
According to Reuters, Chinese DRAM leader CXMT is reportedly planning to build a 3D NAND R&D production line at its second manufacturing facility near Beijing. Although no timeline has been confirmed, the project is estimated to be at least two to three years away, given that the Beijing fab is stil
2026-09-18
finance.yahoo.com
2026-09-18
2026-09-17
2026-09-16
www.tomshardware.com
2026-09-16
2026-09-16