Semiconductor News & Analysis Feed
13 articles
2026-07-06
digitimes.com
2026-07-06
Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
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The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the backbone of modern AI infrastructure, growing from a gaming-chip specialist into a company worth trillions of dollars. Its data center revenue exploded from $15 billion in fiscal 2023 to almost $194 billion in
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It
Rich Duprey
Wed, June 10, 2026 at 6:55 AM PDT 5 min read
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Frank Bruno argues Nvidia's training-optimized GPU architecture risks the same fate Intel faced when smartphones made PC chips obsolete.
Cerebras' wafer-scale processors c
2026-05-28
www.manufacturing.net
2026-05-28
Manufacturing.net
www.manufacturing.net
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical...
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2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
theaiinsider.tech
2026-05-25
AI Insider
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2026-05-22
www.investing.com
2026-05-22
Investing.com
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2026-05-22
www.reuters.com
2026-05-22
Reuters
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2026-05-12
www.bizjournals.com
2026-05-12
The Business Journals
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2026-05-12
wccftech.com
2026-05-12
Wccftech
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2026-05-12
www.digitimes.com
2026-05-12
digitimes
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part...The article requires paid subscription.Subscribe Now
2026-05-12
www.stocktitan.net
2026-05-12
Stock Titan
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