Semiconductor News & Analysis Feed

2 articles
2026-07-09
www.gurufocus.com 2026-07-09
NVIDIA's exploration of partnerships in the AI server chip market reflects the semiconductor industry's significant transformation in the AI era. As artificial intelligence technology rapidly advances, server chips, as core components for AI computing, are experiencing sustained demand growth. NVIDI
2026-06-26
www.digitaltoday.co.kr 2026-06-26
According to TrendForce, domestic chip suppliers led by Huawei and Cambricon are expected to capture nearly 80% of China’s AI server chip market this year, significantly reducing the market share of foreign players such as Nvidia and AMD, which is projected to decline from 34% in 2025 to 21% in 2026