Semiconductor News & Analysis Feed
98 articles
2026-06-02
www.techtimes.com
2026-06-02
Tech Times
By Adrian Parham
Published: Jun 02 2026, 10:00 AM EDT
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Intel CEO Lip-Bu Tan delivers the Intel keynote at Computex 2026 in Taipei, Taiwan INTEL CORPORATION
Intel CEO Lip-Bu Tan used Tuesday's Computex 2026 keynote in Taipei to deliver the most detailed public accounting yet of Crescent Island,
2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
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2026-06-01
gagadget.com
2026-06-01
Gagadget.com
Intel has unveiled Crescent Island, a data center GPU built specifically for AI inference — the stage where a trained model answers real user queries. It uses LPDDR5X memory instead of the expensive, supply-constrained HBM found in Nvidia's Blackwell chips. At 350W, it runs on standard air cooling, which matters directly to any operator who has been priced out of liquid-cooled infrastructure.
Aft
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Cerebras and Nvidia are both using SRAM in their inference chips.
However, Cerebras is making massive-sized chips, while Nvidia has incorporated normal-sized LPUs into its chip ecosystem.
10 stocks we like better than Cerebras Systems ›
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the much larger market.
While LLM training is compute-heavy and more technically challenging, inference tends to be memory-centric and needs to be more cost-efficient given that it's an ongoing process. Traditionally, graphics processing units (GPUs) and
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Intel stock has turned in a stellar performance on the market over the past year, rising by an incredible 488% as of this writing, as demand for the company's chips has started to improve due to their deployment in artificial intelligence (AI) data centers.
Intel missed the AI chip boom initially, as its central processing units (CPUs) weren't suited for training large language models (LLMs) that
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To a
2026-05-28
en.sedaily.com
2026-05-28
Seoul Economic Daily
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2026-05-28
digitimes.com
2026-05-28
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
2026-05-28
digitimes.com
2026-05-28
South Korean AI chip startup FuriosaAI has announced a partnership with Broadcom to develop a next-generation AI inference platform aimed at large-scale agentic AI deployments, as demand grows for infrastructure optimized for AI reasoning and high-volume inference workloads.
2026-05-28
developer.nvidia.com
2026-05-28
NVIDIA Developer
The cold-start problem
In production inference deployments, demand fluctuates over time, requiring inference replicas to scale elastically. However, cold-starting inference workloads on Kubernetes can take several minutes. During that time, GPUs are allocated but idle, generating no tokens and serving no requests.
This delay increases the risk of service level agreement (SLA) violations during t
2026-05-27
wccftech.com
2026-05-27
Wccftech
FuriosaAI and Broadcom have partnered to build a high-performance AI accelerator chip featuring next-gen HBM4/E memory.
FuriosaAI has announced its third-generation AI accelerator, which builds upon its 2nd Generation RNGD platform, which is currently in mass production on TSMC's 5nm process technology. The 2nd Gen RNGD AI platform comes in the form of a 180W PCIe-based design, which aims at LLM
2026-05-27
amp.axios.com
2026-05-27
Axios
amp.axios.com
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2026-05-27
developer.nvidia.com
2026-05-27
NVIDIA Developer
Large language models (LLMs) are revolutionizing the financial trading landscape by enabling sophisticated analysis of vast amounts of unstructured data to generate actionable trading insights. These advanced AI systems can process financial news, social media sentiment, earnings reports, and market data to predict stock price movements and automate investment strategies with unprecedented accurac