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Semiconductor News & Analysis Feed

20 articles
2026-11-05
Anthropic Chip Design Report Puts Claude Inside Its Own Hardware Effort - remio
0.75
www.remio.ai 2026-11-05
2026-11-05
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
0.8
digitimes.com 2026-11-05
2026-11-03
Anthropic Touts Claude’s Chip Design Skills to IPO Investors - The Information
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www.theinformation.com 2026-11-03
2026-11-03
China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture
0.95
digitimes.com 2026-11-03
2026-11-02
Nvidia in talks to backstop Nscale's Monarch Compute Campus project for Anthropic - report - Data Center Dynamics
0.8
www.datacenterdynamics.com 2026-11-02
2026-10-31
Nvidia in talks for Nscale's Anthropic AI data centre debt support - ET Datacenters
0.8
datacenters.economictimes.indiatimes.com 2026-10-31
2026-10-30
Anthropic's multi-platform AI strategy pressures Nvidia pricing power
0.85
digitimes.com 2026-10-30
2026-10-30
Nvidia discusses credit guarantees for Nscale’s deal with Anthropic — Channel NewsAsia - UA.NEWS
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ua.news 2026-10-30
2026-10-30
Nvidia in Talks to Provide Billions in Credit Support For a Cloud Provider’s $45 Billion Anthropic Deal - The Information
0.85
www.theinformation.com 2026-10-30
2026-10-28
Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek
0.85
digitimes.com 2026-10-28
2026-10-27
Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers
0.8
digitimes.com 2026-10-27
2026-10-27
Broadcom, financial firms agree on US$63 billion funding for Anthropic chip purchases
0.8
digitimes.com 2026-10-27
2026-10-27
Anthropic's IPO filing puts TSMC, HBM, direct leasing at the center of AI compute risk
0.9
digitimes.com 2026-10-27
2026-10-27
Onsemi picks up Codasip’s low-end RISC-V business for $14.5 million - Jon Peddie
0.9
www.jonpeddie.com 2026-10-27
2026-10-26
Neural Networks Speed 3nm Nanosheet SPICE Simulation (TU Munich)
0.9
semiengineering.com 2026-10-26
2026-10-21
Nvidia OpenShell gets a hardware stack for Anthropic and OpenAI agents - The Next Web
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thenextweb.com 2026-10-21
2026-10-20
Applied Materials EPIC Center: $5B Facility Linked to WFE Share, Revenue Goals - News and Statistics - IndexBox
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www.indexbox.io 2026-10-20
2026-10-20
Video Interview: Applied Materials CEO on the Economics Behind Its $5B EPIC Bet
0.95
eetimes.com 2026-10-20
2026-10-19
Anthropic offers Blackstone more than 10% return in US$60 billion AI chip financing deal
0.8
digitimes.com 2026-10-19
2026-10-17
Applied Materials Unveils EPIC Center to Accelerate Chip Innovation - Bluefield Daily Telegraph
0.95
www.bdtonline.com 2026-10-17