Semiconductor News & Analysis Feed
20 articles
2026-09-22
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
www.investing.com
2026-09-10
2026-09-09
2026-08-21
tomshardware.com
2026-08-21
Supermicro has fired several employees following an independent investigation into a $2.5 billion alleged smuggling scheme involving NVIDIA hardware destined for China. Although the company and its senior executives were cleared of wrongdoing, the probe revealed policy violations among staff in sale
2026-08-14
2026-08-13
www.digitimes.com
2026-08-13
According to a recent DIGITIMES report, China's high-end AI chip market could see nearly 90% domestic market share by 2026, with overseas suppliers like NVIDIA and AMD expected to capture only about 10%. This shift reflects China's growing investment in semiconductor development and its push toward
2026-08-09
news.google.com
2026-08-09
2026-07-28
news.google.com
2026-07-28
2026-06-24
2026-06-16
2026-06-14
tradersunion.com
2026-06-14
Investor Bill Gurley highlights that China's AI chip market discussion often focuses exclusively on Huawei, neglecting the broader ecosystem. He draws parallels with the US market featuring companies like Cerebras, Google TPU, Amazon Tanium, and AMD, emphasizing China's significant AI chip competiti
2026-06-05
www.cnbc.com
2026-06-05
U.S. Senator Elizabeth Warren has invited NVIDIA CEO Jensen Huang to testify before the Senate Banking Committee on June 11, focusing on the chipmaker's China sales, export controls, and its central role in the global AI boom. The hearing comes shortly after Huang accompanied President Trump on a hi
2026-05-26
www.thestreet.com
2026-05-26
2026-05-23
2026-05-22
2026-05-22
2026-05-22
2026-05-22
2026-05-21