Semiconductor News & Analysis Feed
880 articles
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Trading disclosure
Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
memeburn.com
2026-06-19
Memeburn
TL;DR
Qualcomm is reportedly in talks to buy Tenstorrent for between $8 billion and $10 billion.
Tenstorrent is an AI chip design company with serious engineering talent, including well-known chip designer Jim Keller.
The deal would push Qualcomm into AI infrastructure, a space currently dominated by Nvidia.
Qualcomm’s strengths in mobile chips and 5G don’t automatically translate to AI infrastru
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
SK Hynix shares gain 7% as AI chip demand sends stock to record high
The memory chip giant's rally helped push South Korea's KOSPI index past 8,000 points for the first time
2026-06-19
www.wsj.com
2026-06-19
WSJ
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2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.businessreport.com
2026-06-19
Baton Rouge Business Report
THURSDAY, JUNE 18, 2026
Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
By Daily Report Staff
Amazon is exploring a major expansion of its artificial intelligence chip business by considering direct sales of its custom AI processors to outside companies, Bloomberg reports.
The initiative centers on Trainium, a family of chips designed to provide a lower-cost alternativ
2026-06-19
www.timothysykes.com
2026-06-19
timothysykes.com
Entegris Inc. surged as transformative semiconductor materials breakthroughs fueled optimism, and its stocks have been trading up by 11.24 percent.
Live Update At 14:32:53 EDT: On Thursday, June 18, 2026 Entegris Inc. stock [NASDAQ: ENTG] is trending up by 11.24%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Entegris (ENTG) has bee
2026-06-19
zamin.uz
2026-06-19
Zamin.uz
Amazon Prepares to Compete with NVIDIA in the AI Chip Market
23:28 / 18.06.2026
·
82
·
Technology
Amazon Web Services (AWS), the world's largest cloud service provider, plans to launch a serious challenge to NVIDIA's dominance in the semiconductor market. The company is considering not only keeping its proprietary Trainium chips for its own servers but also selling them to other companies. This
2026-06-19
techcrunch.com
2026-06-19
TechCrunch
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.
Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the
2026-06-19
news.asu.edu
2026-06-19
ASU News
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2026-06-19
www.xtb.com
2026-06-19
XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia.
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2026-06-19
stocktwits.com
2026-06-19
Stocktwits
stocktwits.com
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
Daniel Howley · Technology Editor
Updated Thu, June 18, 2026 at 9:43 AM PDT 3 min read
AMZN
-4.44%
AMD
+0.60%
NVDA
-0.58%
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Trading disclosure
Amazon (AMZN) CEO Andy Jassy released his annual shareholder newsletter on Thursday, outlining the company's approach to AI and indicating that Amazo
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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