Semiconductor News & Analysis Feed
18 articles
2026-07-06
news.google.com
2026-07-06
Deccan Herald
2026-07-03
www.techtimes.com
2026-07-03
Tech Times
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
2026-06-26
easternherald.com
2026-06-26
The Eastern Herald
OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost
OpenAI says its new custom chip cuts inference costs by 50%. The company has not published the benchmarks to prove it.
BY TECHNOLOGY DESK
JUNE 25, 2026
OpenAI CEO Sam Altman and Broadcom CEO Hock Tan at the Jalapeño chip announcement. [Image Source: CNBC]
Share this
SAN FRANCISCO – The most expensive part of r
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
Explore stocks on Coinbase
Trading disclosure
OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.xtb.com
2026-06-19
XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia.
Open your account quickly and without unnecessary formalities — completely free of charge. Enjoy free deposits and withdrawals.
According to availa
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
NVDA
-2.37%
GOOGL
+1.06%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-10
technode.global
2026-06-10
TNGlobal
Malaysia-based fabless custom chip design company GreatAsic has raised $6.9 million in a Pre-Series A round led by Vertex Ventures Southeast Asia & India, with participation from Ehsan Kapital and Gobi Partners.
In a statement on Tuesday, Vertex Ventures said the investment is in line with Malaysia developing front-end chip design capabilities beyond its traditional role in semiconductor assembly
2026-05-11
www.msn.com
2026-05-11
msn.com
__fail__
2026-05-09
simplywall.st
2026-05-09
simplywall.st
Home
Portfolios
Watchlist
Community
Discover
Screener
Sign Up or Login
Advertisement
United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
Simply Wall St
Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?
2026-05-06
www.theglobeandmail.com
2026-05-06
The Globe and Mail
__fail__
2026-05-05
finance.yahoo.com
2026-05-05
Yahoo Finance
__fail__
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet (
GOOG
+0.41%
) (
GOOGL
+0.66%
). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products.
While Google continues to use its TPUs internally, it's