Semiconductor News & Analysis Feed

Recent reporting by 404 Media reveals that several artificial intelligence (AI) companies are secretly purchasing millions of secondhand books through intermediaries to source high-quality training data for their AI models. These companies typically acquire books published before 2022 to avoid low-q

Recent reports from The Information indicate that China is planning to allow select leading artificial intelligence companies to purchase a limited number of NVIDIA H200 chips, marking a potential shift in the country's approach to high-tech restrictions. The H200, part of NVIDIA’s Hopper processor

Palantir CEO Alex Karp delivered a blistering critique of leading AI companies like OpenAI and Anthropic during a CNBC interview, accusing them of stealing customer data while charging for unproductive tokens. He argued that these firms are exploiting customer data to improve their models while simu

Micron's remarkable 15-fold profit surge underscores the transformative impact of AI-driven chip demand on the semiconductor industry. The company's performance reflects the broader shift toward AI and data center applications, where high-performance memory and computing chips are in unprecedented d

High Bandwidth Memory (HBM) has emerged as a critical technology in the semiconductor industry, particularly for AI systems. As artificial intelligence models grow in complexity and scale, the demand for high-speed data access has outpaced traditional memory capabilities. HBM addresses this challeng