Semiconductor News & Analysis Feed
20 articles
2026-08-24
news.google.com
2026-08-24
2026-08-20
2026-08-20
2026-08-18
seekingalpha.com
2026-08-18
2026-08-14
stocktwits.com
2026-08-14
Investor Larry Goldberg believes that the partnership between SpaceX and NVIDIA may extend far beyond conventional chip procurement, signaling a deep integration in AI infrastructure. Following SpaceX's August 4 earnings call, CEO Elon Musk stated that the company will exclusively adopt NVIDIA's Ver
2026-08-02
www.techradar.com
2026-08-02
2026-07-30
www.digitimes.com
2026-07-30
2026-07-30
www.technology.org
2026-07-30
2026-07-30
2026-07-28
news.google.com
2026-07-28
2026-07-26
www.techradar.com
2026-07-26
2026-07-25
xenospectrum.com
2026-07-25
Etched's $300M funding round and initial production launch represent a significant milestone in the semiconductor manufacturing sector. The company's ability to secure substantial investment from prominent players like SK hynix demonstrates strong market confidence in its technological capabilities
2026-07-24
www.blocksandfiles.com
2026-07-24
SK Hynix and Etched Frontier have formed a strategic partnership to develop high-performance storage solutions for AI inference computing. This collaboration represents a significant advancement in storage technology for the AI era, particularly addressing the growing demands in data centers and clo
2026-07-23
eetimes.com
2026-07-23
AI chip startup Etched has raised $1 billion in funding, with $10 billion in pre-orders, marking a significant milestone in the AI hardware space. Led by Sequoia, the Series C round brings its total funding to $1.1 billion. Etched's technology focuses on high-performance inference chips that outperf
2026-07-21
tomshardware.com
2026-07-21
According to a report by The Information, Google is reportedly developing a server chip codenamed 'Frozen v2,' which would integrate parts of the Gemini model's architecture directly into the silicon. This design aims to significantly boost the number of tokens processed per unit of energy, potentia
2026-07-20
www.indexbox.io
2026-07-20
2026-07-16
2026-07-16
2026-07-12
news.google.com
2026-07-12
2026-07-08
simplywall.st
2026-07-08
QUALCOMM has delivered a 69.9% return over the past three years, making it one of the stronger performers in the large semiconductor sector. However, despite recent AI-related market rallies, its current stock price is close to its estimated intrinsic value, indicating cautious market sentiment. Acc