Semiconductor News & Analysis Feed
20 articles
2026-08-17
www.businessinsider.com
2026-08-17
2026-08-15
www.quiverquant.com
2026-08-15
Leopold Aschenbrenner’s Situational Awareness hedge fund significantly increased its positions in Micron Technology and SanDisk during Q2 2026, building multibillion-dollar holdings before a sharp market correction in July led to substantial losses. The fund’s Micron stake rose from 17,362 to 4.83 m
2026-08-09
news.google.com
2026-08-09
2026-08-08
tomshardware.com
2026-08-08
Researchers at Stanford University and the Arc Institute have demonstrated that an AI model named Evo, trained on over 9 trillion nucleotides, successfully designed 16 previously unknown viruses capable of infecting bacteria and reproducing. By analyzing the genome of the well-studied Phi X-174 viru
2026-08-07
news.google.com
2026-08-07
2026-07-30
www.cnbc.com
2026-07-30
The hedge fund founded by AI investor Leopold Aschenbrenner, Situational Awareness, is unwinding its public stock positions after significant losses in AI-related stocks and a failed short bet against software companies. The fund, which grew to $45 billion at its peak, has suffered substantial losse
2026-07-13
news.google.com
2026-07-13
2026-07-05
news.google.com
2026-07-05
2026-06-18
www.bisinfotech.com
2026-06-18
Ampleon's launch of a 70W gallium nitride (GaN) Doherty power amplifier for 5G MIMO represents a significant advancement in wireless infrastructure technology. This development addresses the growing demand for high-performance RF components in 5G networks, where efficiency and power handling are cri
2026-06-10
en.clickpetroleoegas.com.br
2026-06-10
Samsung Electronics is reportedly considering the construction of a new advanced chip packaging facility in Gwangju, South Korea, potentially reshaping the global AI chip landscape. As demand for artificial intelligence, high-performance servers, and data centers surges, advanced packaging technolog
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
www.insidermonkey.com
2026-06-01
2026-06-01
www.insidermonkey.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
uk.finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
uk.finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-05-29
www.fool.com
2026-05-29
The recent disclosure that Leopold Aschenbrenner's $13.7 billion Situational Awareness Fund increased its stake in Nebius Group (NBIS) by 5.6% has intensified investor interest in AI infrastructure stocks. Nebius, a neocloud provider focused on renting high-performance GPUs for AI model training and