Semiconductor News & Analysis Feed
20 articles
2026-10-13
2026-10-10
2026-10-02
drrobertcastellano.substack.com
2026-10-02
2026-10-01
www.tomshardware.com
2026-10-01
2026-10-01
semiengineering.com
2026-10-01
This article exposes a fundamental structural tension in edge AI chip design: the relentless pace of AI model evolution versus the multi-year silicon development cycle. The central insight is that real-world edge performance is governed less by peak NPU TOPS and more by system-level factors—memory b
2026-09-28
www.benzinga.com
2026-09-28
2026-09-17
2026-09-16
2026-09-16
www.greenpeace.org
2026-09-16
2026-09-14
news.google.com
2026-09-14
2026-09-14
2026-09-06
www.moomoo.com
2026-09-06
2026-09-03
news.google.com
2026-09-03
2026-09-03
finance.yahoo.com
2026-09-03
2026-08-30
news.google.com
2026-08-30
2026-08-27
finance.yahoo.com
2026-08-27
2026-08-25
news.google.com
2026-08-25
2026-08-25
news.google.com
2026-08-25
2026-08-23
247wallst.com
2026-08-23
The AI boom is creating an unexpected side effect: the machines powering artificial intelligence are driving up costs across other technologies. Memory prices have surged, with server DRAM nearly doubling in Q1 2026. Counterpoint Research reported an 80% to 90% quarter-over-quarter increase in DRAM,
2026-08-20
www.trefis.com
2026-08-20