Semiconductor News & Analysis Feed
20 articles
2026-09-30
ca.investing.com
2026-09-30
2026-09-30
www.investing.com
2026-09-30
2026-09-30
uk.investing.com
2026-09-30
2026-09-30
finance.yahoo.com
2026-09-30
2026-09-29
intellectia.ai
2026-09-29
2026-09-28
www.theglobeandmail.com
2026-09-28
2026-09-28
www.theglobeandmail.com
2026-09-28
2026-09-28
2026-09-28
finance.yahoo.com
2026-09-28
2026-09-27
en.sedaily.com
2026-09-27
The Korea Export-Import Bank's latest analysis highlights a structural shift in the AI chip landscape: the center of gravity is moving from training-focused GPUs to inference-optimized NPUs, a transition poised to reshape competitive dynamics. With the data center AI chip market projected to nearly
2026-09-22
intellectia.ai
2026-09-22
2026-09-22
news.google.com
2026-09-22
2026-09-21
www.einnews.com
2026-09-21
2026-09-21
www.einpresswire.com
2026-09-21
Makreo Research's latest industry analysis projects a 22% CAGR for the global AI chip market through 2032, with the market already expected to reach $173 billion in 2026. While the headline growth figures are striking, the more consequential insight lies in the structural forces reshaping semiconduc
2026-09-17
www.gurufocus.com
2026-09-17
2026-09-17
www.tradingview.com
2026-09-17
2026-09-17
finance.yahoo.com
2026-09-17
2026-09-17
ca.finance.yahoo.com
2026-09-17
2026-09-12
www.techtimes.com
2026-09-12
Enflame surged 188% on its STAR Market debut, raising $849 million in a landmark IPO for China's AI chip sector. However, the company holds only 1.7% of China's AI accelerator market, while NVIDIA dominates with around 55%. Enflame's revenue is heavily concentrated with Tencent, which accounted for
2026-09-10
finance.biggo.com
2026-09-10