Semiconductor News & Analysis Feed

On August 31, 2026, NVIDIA and MediaTek announced an expanded strategic partnership to build next-generation AI computing platforms spanning AI infrastructure, local AI computing, and automotive applications. This collaboration deepens their long-standing cooperation, with MediaTek adopting NVIDIA's

NVIDIA and MediaTek have deepened their long-standing collaboration to build next-generation AI computing platforms spanning infrastructure, edge computing, and automotive applications. Under the expanded partnership, MediaTek will adopt NVIDIA's NVLink Fusion™ platform to enable hyperscalers and cl

Qualcomm (QCOM) is regaining market attention due to its strategic diversification beyond smartphones, particularly in AI edge computing and data center growth. Despite a sharp short-term price decline, the company's long-term performance remains solid. The article highlights Qualcomm's expansion in

Samsung and SK Hynix plan to invest $880 billion to maintain South Korea's leadership in artificial intelligence technology, highlighting the critical importance of semiconductors in the AI revolution. This massive investment underscores the strategic focus on advanced chip manufacturing and AI-spec