Semiconductor News & Analysis Feed
17 articles
2026-08-30
medium.com
2026-08-30
This article explores NVIDIA's core competitiveness in the semiconductor industry, highlighting that while AMD's Instinct MI300X outperforms NVIDIA's H100 in technical specifications, NVIDIA remains the dominant player in the data center GPU market. It emphasizes that business success hinges on exec
2026-08-25
siliconangle.com
2026-08-25
The artificial intelligence infrastructure market is entering a new phase, shifting from merely acquiring GPUs to building complete AI factories capable of generating tokens reliably and at scale. This evolution marks a critical transition from hardware procurement to system-level integration and op
2026-08-16
www.ad-hoc-news.de
2026-08-16
Infineon is intensifying its focus on artificial intelligence, aiming to capture an addressable AI power market valued at up to €12 billion by 2030. The company's Q3 2026 financial results showed revenue of €4.17 billion, up 13%, with net profit rising 39% to €423 million. Infineon has raised its AI
2026-08-11
developer.nvidia.com
2026-08-11
NVIDIA has launched Nemotron 3.5 Lightning, a specialized 30B mixture-of-experts (MoE) model designed for high-volume, low-latency execution in long-running AI agents. Built for efficiency, it features only 3B active parameters, enabling performance comparable to larger models at a fraction of the c
2026-08-11
developer.nvidia.com
2026-08-11
2026-07-30
www.benzinga.com
2026-07-30
2026-07-24
eetimes.com
2026-07-24
Intel's second-quarter results revealed significant progress in its foundry business, with revenue reaching $5.8 billion, up 32% year-over-year, and operating losses narrowing from $3.2 billion to $2.1 billion. The segment's operating margin improved from -71.7% to -36.2%, driven by better yields, s
2026-07-02
www.tradingview.com
2026-07-02
Cohu Inc., a small-cap semiconductor test equipment company, is benefiting from the growing trends in artificial intelligence (AI) and high-bandwidth memory (HBM). As AI accelerators and high-performance processors gain traction, demand for testing equipment is rising, particularly due to the signif
2026-07-02
finance.yahoo.com
2026-07-02
Cohu Inc., a small-cap semiconductor test equipment provider, is capitalizing on key industry trends driven by AI and high-bandwidth memory (HBM). As AI accelerators and high-performance processors generate significant heat, precise thermal control during testing becomes critical. Cohu's Eclipse han
2026-07-02
www.zacks.com
2026-07-02
Cohu is benefiting from the growing demand for semiconductor test equipment driven by AI and high-bandwidth memory (HBM) trends. The company expects Neon HBM revenues to rise 80% YoY to approximately $20 million in 2026, supported by repeat orders from U.S. and Korean customers. Cohu’s installed bas
2026-06-30
tomshardware.com
2026-06-30
According to SemiAnalysis, Nvidia had originally planned to launch its Rubin Ultra AI accelerator in 2027 with a quad-chiplet design aimed at doubling performance. However, due to manufacturing execution concerns, the company reportedly canceled the four-chiplet version in favor of a dual-GPU design
2026-06-30
www.tomshardware.com
2026-06-30
According to SemiAnalysis, Nvidia had originally planned to launch its Rubin Ultra AI accelerator in 2027 with a quad-die design to deliver significantly higher performance than the existing Rubin, which uses two compute chiplets. However, due to 'manufacturing execution concerns,' Nvidia reportedly
2026-05-25
2026-05-23
www.mykxlg.com
2026-05-23
2026-05-12
news.google.com
2026-05-12
2026-05-07
www.insidermonkey.com
2026-05-07
2026-05-07
uk.finance.yahoo.com
2026-05-07