Semiconductor News & Analysis Feed

Qualcomm's $4 billion acquisition of AI software infrastructure startup Modular appears incongruous at first glance, given Qualcomm's proprietary silicon focus. However, it reflects a strategic move toward heterogeneous computing and open software ecosystems. Modular's platform abstracts silicon det

As organizations transition from AI pilot projects to full-scale AI factories, infrastructure decisions have shifted from peak chip specifications to cost per token—measuring how many useful tokens can be delivered per dollar, watt, and within required latency targets. NVIDIA’s inference software st

As organizations transition from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specifications to cost per token—how many useful tokens can be delivered per dollar, watt, and within required latency targets. NVIDIA’s full-stack inference software, co-desig

SUSE and Openchip have signed a memorandum of understanding to jointly develop a European RISC-V hardware and open-source software stack, aiming to reduce reliance on foreign processor designs and mitigate geopolitical and supply chain risks. The collaboration focuses on optimizing SUSE Linux and Ku

SUSE and Openchip have formed a strategic partnership to develop sovereign European RISC-V hardware and open source software stack, marking a significant step toward European technological sovereignty in the semiconductor industry. This collaboration addresses growing concerns about supply chain sec

Qualcomm announced the acquisition of AI infrastructure startup Modular to enhance its artificial intelligence software capabilities and support data center expansion. This move positions Qualcomm to capitalize on the growing demand for AI inference and addresses rising compute needs amid escalating