Semiconductor News & Analysis Feed

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2026-10-01
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NVIDIA's $20 billion acquisition of startup Groq has drawn antitrust scrutiny from the U.S. Department of Justice, despite the deal being structured to avoid traditional merger classification. While Groq’s core business was technically preserved, the acquisition effectively stripped the company of i
2026-09-11
news.google.com 2026-09-11
2026-09-11
finance.yahoo.com 2026-09-11
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a larger decline than the overall market, with its stock falling 1.68% compared to the S&P 500's 0.59% drop. Despite this, TSMC has outperformed the broader tech sector and S&P 500 over the past month, rising 1.45%. Investors are closely
2026-09-10
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news.google.com 2026-09-03
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www.theregister.com 2026-09-02
Broadcom's new head of software, Ram Velaga, stated that ARM servers will not gain significant market share in the enterprise sector for at least three to five years. This outlook is unwelcome to hardware vendors planning ARM-based servers, as enterprises prefer tools they already use for management
2026-09-01
www.theregister.com 2026-09-01
2026-09-01
www.theregister.com 2026-09-01
At VMware Explore 2026, VMware unveiled a new 'AI Factory' product that closely mirrors NVIDIA's earlier 'AI Factory' concept, but notably uses AMD hardware and software, including AMD Instinct GPUs and the ROCm ecosystem. This move signals a shift in VMware's relationship with NVIDIA, despite their