Semiconductor News & Analysis Feed
20 articles
2026-09-02
hothardware.com
2026-09-02
2026-08-31
news.google.com
2026-08-31
2026-08-24
siliconangle.com
2026-08-24
2026-08-18
www.latimes.com
2026-08-18
2026-08-14
news.google.com
2026-08-14
2026-07-28
news.google.com
2026-07-28
2026-07-27
news.google.com
2026-07-27
2026-07-25
www.tomshardware.com
2026-07-25
NVIDIA and SK Group have entered into a strategic partnership valued at over $500 billion, marking a major step in the global expansion of AI infrastructure. The collaboration includes a long-term memory supply agreement between NVIDIA and SK Hynix, as well as SK Telecom’s plan to build a 2-gigawatt
2026-07-25
www.moomoo.com
2026-07-25
2026-07-10
finance.yahoo.com
2026-07-10
Wedbush analysts believe that NVIDIA's upcoming Vera CPU could significantly strengthen its position in the server processor market. The new processor is expected to outperform traditional x86-based chips, enabling NVIDIA to compete more directly with established CPU vendors. This development aligns
2026-07-03
www.fool.com
2026-07-03
Taiwan Semiconductor Manufacturing Company (TSMC), as one of the world's most critical semiconductor foundries, controls nearly 75% of the global chip foundry market, far ahead of its nearest competitor at just 7%. With strong pricing power and a dominant position in advanced process nodes, TSMC is
2026-06-22
seekingalpha.com
2026-06-22
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
Oracle's fiscal 2026 results signal a sharp acceleration in AI data center investment, despite cautious market reaction to rising capital expenditures and debt. The company reported a GPU utilization rate of 97.5% in its data centers, underscoring tight supply and demand in the AI infrastructure mar
2026-06-06
cryptobriefing.com
2026-06-06
NVIDIA’s announcement of a $150 billion annual investment in Taiwan at Computex 2026 marks a dramatic escalation from its previous spending of $10–15 billion, underscoring Taiwan’s central role in global semiconductor supply chains. The investment primarily flows through TSMC, which produces NVIDIA’
2026-06-03
www.economist.com
2026-06-03
NVIDIA's initiative to significantly enhance laptop computing performance reflects the semiconductor industry's growing demand for mobile device capabilities. As AI applications proliferate and computational complexity increases, traditional laptop processing power struggles to meet modern user need
2026-06-01
www.blocksandfiles.com
2026-06-01
NVIDIA has enhanced its BlueField-4 STX Data Processing Unit (DPU) with AI agent security software running directly on its silicon, aiming to strengthen data protection and access control within AI workloads. The technology integrates security functions at the chip level, enabling real-time monitori
2026-06-01
blog.adobe.com
2026-06-01
Adobe and NVIDIA have announced a strategic partnership to enhance Adobe's creative applications such as Photoshop and Premiere through NVIDIA's new RTX Spark superchip. This collaboration aims to significantly boost performance in AI processing, editing, color grading, and effects rendering. RTX Sp
2026-05-30
www.tomshardware.com
2026-05-30
Huawei's rotating chairman Xu Zhijun expressed gratitude toward the U.S. for imposing export restrictions on Chinese tech firms, arguing that such pressure accelerated the development of China's semiconductor industry. The commentary comes amid ongoing U.S. efforts to restrict access to advanced chi
2026-05-30
tomshardware.com
2026-05-30
Huawei's rotating chairman Xu Zhijun expressed gratitude toward the U.S. for imposing chip export restrictions, claiming they accelerated the development of China's semiconductor industry. This statement came after a question about Huawei's breakthrough LogicFolding chip architecture. Xu emphasized
2026-05-29