Semiconductor News & Analysis Feed

NVIDIA is evolving beyond its role as a GPU vendor, actively investing in and building the infrastructure that supports the next wave of AI development. Recent strategic partnerships with Cloverleaf Infrastructure and investments in AI data center startups like Starcloud underscore this shift. Addit

This article compares the investment potential of two leading players in the analog signal processing semiconductor space: Analog Devices (ADI) and Texas Instruments (TXN). ADI, as an original equipment manufacturer, specializes in analog, mixed-signal, and digital signal processing integrated circu

NVIDIA is reportedly considering acquiring South Korean AI chip startup Rebellions, marking another strategic move in its expansion of artificial intelligence computing capabilities. Rebellions specializes in neural processing units for data centers, focusing on AI inference workloads, and has raise

Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer