Semiconductor News & Analysis Feed
20 articles
2026-09-02
www.digitimes.com
2026-09-02
2026-09-01
stocktwits.com
2026-09-01
2026-09-01
finance.yahoo.com
2026-09-01
NVIDIA and MediaTek have expanded their partnership, aiming to advance NVIDIA's rack-scale AI strategy by enabling MediaTek to develop custom XPUs that integrate with NVIDIA's AI systems using the NVLink Fusion platform. This collaboration allows NVIDIA to extend its dominance in AI infrastructure w
2026-08-26
uk.finance.yahoo.com
2026-08-26
2026-08-25
siliconangle.com
2026-08-25
Cisco and NVIDIA have extended their 'Secure AI Factory' solution into the rack-scale era, delivering enhanced full-stack operational capabilities for enterprises. This advancement supports high-performance AI workloads such as reasoning, agentic AI, and trillion-parameter training, leveraging NVIDI
2026-08-25
www.datacenterknowledge.com
2026-08-25
2026-08-25
www.engineering.com
2026-08-25
2026-08-25
www.prnewswire.com
2026-08-25
2026-08-18
tomshardware.com
2026-08-18
AMD claims its 2026 rack-scale AI solution is four times more energy efficient than its 2024 platform, a key component of its 20x2030 initiative aiming to improve efficiency by 20 times by 2030. Rather than focusing solely on CPU or accelerator performance, AMD emphasizes system-level co-design, inc
2026-07-25
simplywall.st
2026-07-25
Recent developments between SK Group and NVIDIA have unveiled a strategic partnership valued at over $500 billion, centered around a planned 2-gigawatt Vera Rubin DSX AI factory in South Korea. This move, along with additional initiatives by NAVER, Brookfield, and NVIDIA to expand sovereign AI infra
2026-07-24
2026-07-21
blogs.nvidia.com
2026-07-21
2026-07-20
tomshardware.com
2026-07-20
As AI models grow increasingly complex, demand for high-performance computing resources has reached unprecedented levels. In response, Microsoft and AMD have announced a partnership to deploy AMD's Helios rack-scale AI accelerator at scale on Azure. The system, built around next-generation Instinct
2026-07-17
news.google.com
2026-07-17
2026-07-05
news.google.com
2026-07-05
2026-07-03
letsdatascience.com
2026-07-03
SK Telecom has committed to investing 140 trillion won (~$91.5 billion) in building hyperscale AI data centers across South Korea’s Yeongnam region, marking a significant strategic move in the country’s AI infrastructure development. The project, announced by CEO Jung Jai-hun during a meeting with P
2026-07-02
seekingalpha.com
2026-07-02
2026-06-27
pulse2.com
2026-06-27
Reed Semiconductor has successfully closed a $100 million funding round, exceeding its original target and attracting participation from several leading global semiconductor companies. This financing marks a significant milestone in the company's growth trajectory, reflecting strong investor confide
2026-06-26
finance.yahoo.com
2026-06-26
NVIDIA and AWS have partnered to enhance production-scale AI capabilities through the use of NVIDIA Blackwell-powered EC2 G7 instances. These new instances deliver significantly improved AI inference and graphics performance, enabling enterprises to optimize their infrastructure without operational
2026-06-24
pulse2.com
2026-06-24
Micron Technology and Anthropic have entered into a strategic agreement to advance next-generation AI infrastructure scaling. The collaboration spans memory and storage architecture design, a supply agreement, enterprise adoption of Anthropic's Claude models, and a strategic investment in Anthropic’