Semiconductor News & Analysis Feed
20 articles
2026-09-25
2026-09-24
www.electropages.com
2026-09-24
2026-09-24
www.benzinga.com
2026-09-24
2026-09-21
www.tradingview.com
2026-09-21
2026-09-18
eetimes.com
2026-09-18
The ongoing surge in AI infrastructure investment is driving unprecedented supply shortages in the global DRAM market. Unlike previous cycles driven by PC and smartphone demand, today's DRAM boom is primarily fueled by data center needs, with AI requiring massive memory resources, making DRAM a crit
2026-09-18
2026-09-17
finance.yahoo.com
2026-09-17
2026-09-17
uk.finance.yahoo.com
2026-09-17
2026-09-17
biz.chosun.com
2026-09-17
2026-09-16
www.thelec.net
2026-09-16
2026-09-15
2026-09-14
2026-09-14
seekingalpha.com
2026-09-14
2026-09-12
finance.yahoo.com
2026-09-12
The rapid advancement of artificial intelligence has made high-bandwidth memory (HBM) a critical bottleneck in the AI chip market. Recent reports indicate that Chinese AI chipmakers like Huawei and Cambricon have raised prices for accelerators due to increasing scarcity of HBM, with price hikes rang
2026-09-12
news.google.com
2026-09-12
2026-09-11
2026-09-08
kalkinemedia.com
2026-09-08
2026-09-07
www.stl.news
2026-09-07
NVIDIA's $12.93 billion acquisition of Hugging Face marks a pivotal move in the AI industry, potentially reshaping the competitive landscape for companies like OpenAI. Hugging Face, a central hub for AI model development and experimentation, hosts over 3 million models and serves more than 18 millio
2026-09-07
www.reuters.com
2026-09-07
2026-09-07
news.google.com
2026-09-07