Semiconductor News & Analysis Feed
13 articles
2026-10-21
2026-10-20
www.technology.org
2026-10-20
2026-09-30
2026-09-15
www.indexbox.io
2026-09-15
2026-08-05
www.semiconductor-today.com
2026-08-05
2026-08-02
2026-07-27
2026-07-21
2026-07-01
www.moomoo.com
2026-07-01
Renowned investor Michael Burry continues to hold significant put options on NVIDIA, signaling skepticism about the company's long-term prospects in the AI chip market. Burry believes that emerging alternatives such as Google's TPU and Amazon's Trainium may gradually erode NVIDIA's market dominance.
2026-06-21
memeburn.com
2026-06-21
Amazon is moving beyond its cloud-only chip access model by planning to sell its custom AI chips, Trainium, directly to third-party data centers. This shift positions Amazon as a chip vendor competing directly with NVIDIA, which currently dominates the AI accelerator market. Trainium has already rea
2026-05-23
finance.yahoo.com
2026-05-23
2026-05-21
www.benzinga.com
2026-05-21
2026-05-09
www.benzinga.com
2026-05-09