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2026-07-06
Nvidia's AI Chip Sales in China Stall, Local Chipmakers Like Huawei Take Lead - Manufacturing.net
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news.google.com 2026-07-06 Manufacturing.net
2026-07-06
NVIDIA CEO Huang Renxun Highlights Long-Term HBM Supply Shortage Impacting AI Chip Growth (NVDA) - GuruFocus
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news.google.com 2026-07-06 GuruFocus
2026-07-06
Anthropic in talks with Samsung to build custom AI chipset: Report - Deccan Herald
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news.google.com 2026-07-06 Deccan Herald
2026-07-06
Marvell and Micron: Can These AI Chip Stocks Still Be Chased after Triple-Digit Surges? - NAI500
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news.google.com 2026-07-06 NAI500
2026-07-06
China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost - Tom's Hardware
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news.google.com 2026-07-06 Tom's Hardware
2026-07-06
China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment
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tomshardware.com 2026-07-06 Etiido Uko
The company claims its Ascend 950PR delivers approximately 2.87 times the inference performance of Nvidia's H20
HuaweiSouth KoreaAI chipAscend 950NVIDIAArtificial IntelligenceSemiconductor IndustryChip Competition
2026-07-06
UBS Calls $340 Target, Sees Marvell's 3nm AI Chip and CXL Tech Unlocking a $10 Billion Market - finance.biggo.com
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news.google.com 2026-07-06 finance.biggo.com
2026-07-06
SK hynix to launch $28bn Nasdaq listing amid global AI chip demand - Yahoo Finance
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news.google.com 2026-07-06 Yahoo Finance
2026-07-06
AI Chip Stocks Investment 2026: Nvidia vs AMD Analysis & Market Outlook - Intellectia AI
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news.google.com 2026-07-06 Intellectia AI
2026-07-06
Nvidia Stock Delay Opens A Window For Marvell And Other AI Chip Rivals - simplywall.st
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news.google.com 2026-07-06 simplywall.st
2026-07-06
SK Hynix Taps US Markets for $29 Billion Amid AI Chip Frenzy - BeInCrypto
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news.google.com 2026-07-06 BeInCrypto
2026-07-06
SK Hynix Taps US Markets for $29 Billion Amid AI Chip Frenzy - Yahoo Finance
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news.google.com 2026-07-06 Yahoo Finance
2026-07-06
China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips - digitimes
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news.google.com 2026-07-06 digitimes
2026-07-06
Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing - digitimes
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news.google.com 2026-07-06 digitimes
2026-07-06
China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips
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digitimes.com 2026-07-06
SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.
2026-07-06
Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding round
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digitimes.com 2026-07-06
Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.
2026-07-06
Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging
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digitimes.com 2026-07-06
Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.
2026-07-06
Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing
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digitimes.com 2026-07-06
As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance.
2026-07-06
NVIDIA Corporation (NVDA) Secures Bit Origin’s AI Chips Supply as Prices Skyrocket in China’s Black Market - Yahoo Finance
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news.google.com 2026-07-06 Yahoo Finance
2026-07-05
Nvidia Stock Analysis July 2026: AI Chip Demand & Investment Outlook - Intellectia AI
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news.google.com 2026-07-05 Intellectia AI