Semiconductor News & Analysis Feed

Elon Musk's Tesla and SpaceX unveiled the initial phase of their Terafab project, a massive semiconductor manufacturing campus set to be built in Grimes County, Texas. The facility, which will span over 100 million square feet, is expected to require $16.8 billion in investment and will be designed

AMD has acquired Taalas, an AI inference chip startup co-founded by former Tenstorrent CEO Ljubisa Bajic, to strengthen its position in the AI chip market. Taalas’ technology uses a structured ASIC approach, hardwiring model dataflow and embedding weights to achieve high-speed inference, particularl

Since the AI boom began, several semiconductor and tech companies have seen extraordinary stock price surges. NVIDIA, a key designer of GPUs essential for AI computing, has risen 1,360% since January 2023. Micron and Sandisk, both memory and storage chipmakers, have surged 1,690% and 3,860% respecti