Semiconductor News & Analysis Feed

The enterprise market is beginning to kick in, SambaNova CEO tells EE Times.

Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.

Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say Talha Qureshi June 29, 2026 1 min read AMBA +1.75% Trade AMBA on Coinbase Trading disclosure Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5

AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.

On June 17, 2026, Chinese Ambassador to the United States Xie Feng met with Hassane El-Khoury, Chairman and CEO of Onsemi. The two sides exchanged views on China-U.S. economic and trade cooperation, as well as the development of Onsemi's business in China. Embassy of the People's Republic of China in the United States of America 3505 International Place, N.W. Washington, D.C. 20008 U.S.A. Tel: +1

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SambaNova used a Computex 2026 session on June 4 to make its most public case yet that the GPU-only approach to AI inference is hitting a fundamental wall — and to demonstrate, live on stage, an alternative architecture it calls disaggregated inference running in a production data center.