Semiconductor News & Analysis Feed
14 articles
2026-07-31
www.techtimes.com
2026-07-31
The U.S. CHIPS and Science Act has allocated up to $874 million in funding to six companies not including GlobalFoundries, targeting critical gaps in the AI compute stack. These investments focus on memory architecture, insulating films, electron-beam lithography tools, probabilistic computing, coun
2026-07-22
www.bruegel.org
2026-07-22
The semiconductor industry is intensifying its competition around AI chip stacks as artificial intelligence technology rapidly advances. NVIDIA, as the leader in AI computing, dominates the AI training and inference market through its powerful GPU technology, while Huawei attempts to gain market sha
2026-07-18
seekingalpha.com
2026-07-18
2026-07-18
2026-07-16
2026-07-13
news.google.com
2026-07-13
2026-07-07
finance.yahoo.com
2026-07-07
In a July 6, 2026 episode of the All-In Podcast, venture capitalist Jason Calacanis claimed that NVIDIA is evolving beyond its role as the world’s leading AI chipmaker and positioning itself to directly challenge companies like OpenAI and Anthropic through its expanding portfolio of open-weight AI m
2026-06-17
www.constellationr.com
2026-06-17
HPE unveiled an updated AI factory stack at HPE Discover 2026 in Las Vegas, deepening its ties with NVIDIA and integrating Juniper's networking portfolio. The stack leverages NVIDIA's latest technologies, including the Vera CPU, and enhances HPE Private Cloud AI with observability, efficiency, and a
2026-06-12
www.rcrwireless.com
2026-06-12
ASML's warning to Europe highlights the critical need for technology sovereignty to be elevated within the AI stack. This alert reflects the profound shifts in the global semiconductor industry landscape and the strategic challenges Europe faces in high-tech sectors. As artificial intelligence techn
2026-06-06
futurumgroup.com
2026-06-06
Glean's integration of NVIDIA Nemotron 3 Ultra marks a significant step in enterprise AI evolution, reflecting growing demand for model flexibility, cost efficiency, and contextual understanding. With 85% of organizations actively using or evaluating NVIDIA accelerators, support for NVIDIA models ha
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
Apple is reportedly planning to rely on Google’s fleet of Nvidia (NASDAQ: NVDA) chips to power its revamped version of Siri, set to launch in September. This move signals a strategic shift for Apple, which has traditionally aimed to control all key components of its products. Apple will utilize Nvid
2026-06-05
news.google.com
2026-06-05
2026-06-02
www.cnbc.com
2026-06-02
NVIDIA CEO Jensen Huang announced a strategic push into the PC market at Taiwan's Computex conference, unveiling the RTX Spark chip in collaboration with MediaTek. This move signals NVIDIA's ambition to dominate every layer of the AI stack, extending beyond its data center stronghold into edge compu
2026-05-26