Semiconductor News & Analysis Feed

Moonshot AI's release of the Kimi-K3 model weights marks a significant challenge to industry leaders like OpenAI and Anthropic. The model outperforms previous generations of Claude Fable and GPT-5.6 Sol in benchmarks, while offering substantially lower inference costs—around $3 per million tokens co

Texas Instruments (TI) delivered a strong Q2 earnings report, with EPS of $2.14, beating the consensus estimate of $1.91. Revenue reached $5.46 billion, up 22.8% year-over-year, reflecting robust demand recovery in industrial, data center, and automotive markets. Management raised Q3 guidance above

U.S. Senator Elizabeth Warren has pressed NVIDIA to clarify its efforts in preventing chip smuggling to China, following allegations linking the company to Supermicro, a firm whose co-founder has been charged with smuggling chips. The letter highlights growing concerns over export control compliance

Former US President Trump and his top trade adviser revealed on Friday that Beijing has chosen not to purchase NVIDIA's H200 chips despite Commerce Department approvals and purchase orders from Chinese companies. This development highlights the intensifying US-China competition in high-tech sectors,