Semiconductor News & Analysis Feed

NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia. In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25

Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.

Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.

Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.

AIServerServer CPUs Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More By Patrick Kennedy - June 24, 2026 0 Qualcomm Investor Day 2026 Cover Large I am here in New York City for Qualcomm Investor Day 2026 (thanks to Qualcomm for covering my travel). This is the event Qualcomm has been talking about as its venue for re-launching its data center offerings. Earlier

The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.

INFRASTRUCTURE broadcom furiosaai ai accelerators advanced packaging Broadcom Adds FuriosaAI for Custom AI Accelerators 2 sources | May 27, 2026 6.8 Relevance Score Photo: image.theregister.com · rights & takedowns QUICK SUMMARY Hide Broadcom has added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology, The Register reports

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