Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.techdigest.tv
2026-09-29
The Q2 2026 semiconductor revenue milestone of $425 billion represents far more than a cyclical upswing—it signals a structural repricing of the industry's growth model. The 31.4% quarter-over-quarter surge, while extraordinary, is best understood through the lens of AI infrastructure's gravitationa
2026-09-26
coinpaper.com
2026-09-26
Nvidia's Vera Rubin NVL72 has posted its first independent MLPerf Inference v6.1 results, claiming up to 3.7x the throughput of the previous-generation GB300 NVL72 on the Qwen3-VL workload and 2.5x on DeepSeek-R1. While the headline number is striking, the broader story is less about raw performance
2026-09-24
finance.yahoo.com
2026-09-24
2026-09-23
tomshardware.com
2026-09-23
Alibaba's Zhenwu V900 announcement at the Apsara Conference 2026 is best understood not as a single product launch but as a strategic positioning statement within China's intensifying domestic AI silicon race. The chip's headline specs—216GB memory, 1.2TB/s inter-chip bandwidth, and a 500,000-card s
2026-09-21
www.investing.com
2026-09-21
2026-09-21
2026-09-21
www.tomshardware.com
2026-09-21
2026-09-18
tomshardware.com
2026-09-18
According to Reuters, Chinese DRAM leader CXMT is reportedly planning to build a 3D NAND R&D production line at its second manufacturing facility near Beijing. Although no timeline has been confirmed, the project is estimated to be at least two to three years away, given that the Beijing fab is stil
2026-09-18
finance.yahoo.com
2026-09-18
2026-09-16
www.tomshardware.com
2026-09-16
2026-09-16
2026-09-16
tomshardware.com
2026-09-16
Mozilla's latest 'State of Open Source AI Report' reveals that Chinese open-weight AI models are closing the performance gap with U.S. frontier offerings by approximately four months. Based on data up to September 1, the report uses METR task-horizon metrics to show that open models lag behind close
2026-09-15
overclock3d.net
2026-09-15
2026-09-15
ca.finance.yahoo.com
2026-09-15
2026-09-14
www.tomshardware.com
2026-09-14
2026-09-14
tomshardware.com
2026-09-14
Recent reports from The Information highlight growing concerns among major corporations regarding the use of advanced AI models due to data privacy issues. Companies such as NVIDIA and Palantir are restricting access to certain AI models, driven by fears that proprietary data may be used for trainin
2026-09-13
www.benzinga.com
2026-09-13
2026-09-13
www.tradingview.com
2026-09-13
2026-09-11
finance.biggo.com
2026-09-11
Chinese AI startup DeepSeek unveiled its V4.1 Flash model, claiming a dramatic reduction in High Bandwidth Memory (HBM) usage, sparking concerns over declining semiconductor demand. The model reportedly reduces HBM needs to 25% of the previous generation and SSD usage to just 12.5%, implying a 75% d
2026-09-11
www.fool.com
2026-09-11
NVIDIA CEO Jensen Huang recently claimed that Artificial General Intelligence (AGI) has arrived, sparking widespread market attention. While the definition and reality of AGI remain debated, the underlying trend of AI advancement is undeniable. Originally coined in 1997 by physicist Mark Avrum Gubru