Semiconductor News & Analysis Feed

Qualcomm (QCOM) has aggressively entered the AI data center market, unveiling a broad portfolio of new products including AI accelerators, CPUs, memory technology, and software to challenge NVIDIA's dominance. The company introduced the Dragonfly AI300 chip and rack server for AI inferencing, with c

Qualcomm has announced plans to introduce its full Dragonfly data center product lineup to China, including custom AI accelerators designed to comply with U.S. export thresholds. This move aims to navigate China's unique regulatory environment while leveraging Qualcomm's existing relationships with

Qualcomm has announced a new line of AI data center chips and systems, intensifying competition with market leader Nvidia. The company unveiled CPUs, accelerators, memory technologies, and software platforms, signaling a strategic shift from its smartphone chip dominance to AI infrastructure. Key cu

Siemens is expanding its growth engines across multiple strategic domains, including a partnership with Infineon to develop silicon carbide (SiC) circuit breakers for AI-driven data centers, the establishment of a defense production center, and the digital transformation of locomotives into software