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2026-05-18
Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives - digitimes
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www.digitimes.com 2026-05-18 digitimes
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2026-05-16
Is Applied Materials’ AI-Fueled Beat And NEXX Deal Altering The Investment Case For AMAT? - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-14
MediaTek courts Intel as Google pushes for alternatives to CoWoS - digitimes
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www.digitimes.com 2026-05-14 digitimes
MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now
MediaTekIntelCoWoSEMIBAdvanced PackagingSemiconductor IndustryChip DesignFoundry Manufacturing
2026-05-13
Is Nebius’ Nvidia‑Backed AI Pivot Altering The Investment Case For Nebius Group (NBIS)? - simplywall.st
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simplywall.st 2026-05-13 simplywall.st
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2026-05-08
Is Nvidia’s US$2 Billion AI Bet And Chip Alliances Altering The Investment Case For Marvell (MRVL)? - simplywall.st
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simplywall.st 2026-05-08 simplywall.st
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2026-05-05
Apple explores alternatives to TSMC to secure supply chains - marketscreener.com
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www.marketscreener.com 2026-05-05 marketscreener.com
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2026-05-05
Samsung Only Being Seen As A Backup Option For TSMC Instead Of Viable Alternative, Companies Only Opening Doors Due To Access To 2nm Technology - Wccftech
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wccftech.com 2026-05-05 Wccftech
2026-05-05
Nvidia and Pulte are helping this startup put mini data centers on homes - CNBC
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news.google.com 2026-05-05 CNBC
2026-05-05
Samsung & Intel considered as alternatives to TSMC for Apple Silicon production - AppleInsider
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appleinsider.com 2026-05-05 AppleInsider
appleinsider.com Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: 9f955aeb2f8a931d Performance and Security by Cloudflare Privacy
2026-04-17
EU DARE Project Is Scrambling to Replace Codasip
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eetimes.com 2026-04-17 Pablo Valerio
EU DARE project explores alternatives after Codasip divestment creates uncertainty around roadmap and architectural direction.
EU Semiconductor ProjectDARE InitiativeRISC-V ArchitectureEuropean SupercomputingSemiconductor Supply ChainSecure ChipsEDA ToolsEuropean Tech Sovereignty
Sambanova challenges GPU dominance in AI inference at Computex
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digitimes.com
SambaNova used a Computex 2026 session on June 4 to make its most public case yet that the GPU-only approach to AI inference is hitting a fundamental wall — and to demonstrate, live on stage, an alternative architecture it calls disaggregated inference running in a production data center.