Semiconductor News & Analysis Feed
26 articles
2026-07-07
newsletter.semianalysis.com
2026-07-07
SemiAnalysis
2026-07-06
news.google.com
2026-07-06
Insider Monkey
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
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Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny computer chip capab
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-01
www.datacenterdynamics.com
2026-07-01
Data Center Dynamics
2026-06-25
asia.nikkei.com
2026-06-25
Nikkei Asia
CEO says every AI foundational model company in China are customers
Qualcomm CEO Cristiano Amon speaks in front of audience in New York on June 24. (Photo by Yifan Yu)
NEW YORK -- Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia.
2026-06-21
tomshardware.com
2026-06-21
Luke James
NVK, the community-built open-source Vulkan driver for Nvidia GPUs in Mesa, has gained experimental DLSS support.
2026-06-21
www.bgr.com
2026-06-21
bgr.com
Technology
Computers
China's Own Graphics Cards Simply Can't Compete With New Nvidia GPUs In Tests
By Aaron Greenbaum June 21, 2026 7:47 am EST
RSplaneta/Shutterstock
Nvidia may be widely considered the king of the GPU industry, but some customers may prefer to seek alternatives. Nvidia's flagship RTX 5090 is amazing, but surely there must be a cheaper option out there? Well, China has tried to
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th
2026-06-13
news.google.com
2026-06-13
Hackster.io
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-08
www.msn.com
2026-06-08
MSN
Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to source, according to Wedbush.
"We do not recall availability issues this late in an NVDA accelerator cycle since Ampere/Hopper, a result that to us suggests demand is lifting at a more rapid pace than previously expec
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush
Jun 08, 2026, 9:44 AM ETNVIDIA Corporation (NVDA) Stock, P StockBy: Brandon Evans, SA News Editor
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Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to sourc
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
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Nvidia GPU Demand Remains Strong as Blackwell Tightens
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June 8, 2026
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Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush.
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High-demand Nvid
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
www.reuters.com
2026-06-04
Reuters
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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