Semiconductor News & Analysis Feed

Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.

EDUCATION Maricopa Community Colleges join workforce leaders to strengthen semiconductor training across Southwest MCC is joining a regional initiative to boost the semiconductor workforce in the Southwest, aligning training with industry needs. Credit: David Chasanov Author: Claudia Soto Beeks Published: 1:11 PM PDT May 28, 2026 Updated: 1:11 PM PDT May 28, 2026 PHOENIX, Arizona — Maricopa Commu