Semiconductor News & Analysis Feed
15 articles
2026-08-23
seekingalpha.com
2026-08-23
2026-08-01
www.barrons.com
2026-08-01
2026-07-25
tomshardware.com
2026-07-25
A coalition of 24 tech companies, including NVIDIA, Microsoft, Meta, and IBM, recently signed a policy letter titled 'Open Weights and American AI Leadership,' urging Washington to avoid premature restrictions on downloadable AI models. The letter emphasizes the importance of open models in fosterin
2026-07-25
www.tomshardware.com
2026-07-25
NVIDIA and 25 other tech companies recently signed a policy letter advocating for open AI models, urging Washington to avoid premature restrictions on downloadable AI models. The letter emphasizes that open models enhance safety, accelerate innovation, and support sovereignty, while also promoting a
2026-07-25
www.barrons.com
2026-07-25
2026-07-25
www.barrons.com
2026-07-25
2026-07-24
siliconangle.com
2026-07-24
This week, the semiconductor industry continues to intensify competition in the artificial intelligence (AI) domain. While NVIDIA maintains its dominant position with strong AI factory capabilities and performance, AMD has unveiled next-generation processors and infrastructure to challenge its leade
2026-07-23
finance.yahoo.com
2026-07-23
2026-07-23
tomshardware.com
2026-07-23
NVIDIA CEO Jensen Huang argues that American companies should be allowed to use Chinese AI models, dismissing claims that these models contain backdoors linked to China. In an interview, Huang emphasized that users can freely download, fine-tune, and secure AI models, rendering the notion of inheren
2026-07-21
www.benzinga.com
2026-07-21
2026-07-21
www.marketwatch.com
2026-07-21
2026-07-21
tomshardware.com
2026-07-21
The U.S. government is reportedly reviving efforts to ban leading Chinese AI models, following the launch of Kimi K3 by Chinese startup Moonshot AI. This move stems from cybersecurity concerns, as open-weight models like Kimi K3 and DeepSeek allow enterprises to self-host them locally, reducing cost
2026-07-19
www.chosun.com
2026-07-19
2026-06-29
finance.yahoo.com
2026-06-29
As Chinese AI models continue to make breakthroughs in key technical areas, the global AI landscape is undergoing profound shifts. Recent reports from The Wall Street Journal and The New York Times highlight how Chinese models, particularly Zhipu AI's GLM-5.2, are challenging international benchmark
2026-06-29
www.trefis.com
2026-06-29
As Chinese AI models continue to gain performance and efficiency, the global AI infrastructure investment landscape is undergoing a profound transformation. Companies like NVIDIA and Micron have long benefited from their dominance in GPUs and high-bandwidth memory (HBM), serving as key beneficiaries