Semiconductor News & Analysis Feed

20 articles

2026-08-24

ON Semiconductor (ON) Could Be 35% Undervalued On Silicon Carbide And AI Data Center Growth - simplywall.st

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simplywall.st 2026-08-24

2026-08-24

A silicon carbide transistor that operates at 600°C - Tech Xplore

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techxplore.com 2026-08-24

2026-08-24

Reports: Nvidia to use $6bn Poolside deal to build open-weight models - Silicon Republic

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www.siliconrepublic.com 2026-08-24

2026-08-24

d-Matrix's Raptor Chip Hits 105 TB/s in Real Silicon Tests, But It's Not an HBM Replacement Yet - XenoSpectrum

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xenospectrum.com 2026-08-24

2026-08-24

India weighs new capital subsidies to build domestic polysilicon capacity

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digitimes.com 2026-08-24

2026-08-24

How Did an Optical-Fiber Veteran Break Into TSMC's COUPE Silicon Photonics Supply Chain?｜Industry｜2026-08-24 - 天下雜誌

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english.cw.com.tw 2026-08-24

2026-08-24

How TSMC Lagged in Silicon Photonics But Won Over Nvidia and Broadcom｜Industry｜2026-08-24｜web only - 天下雜誌

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english.cw.com.tw 2026-08-24

2026-08-22

Silicon Valley leaders back Micron’s $10B AI memory research effort - The Business Journals

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www.bizjournals.com 2026-08-22

2026-08-21

Telecom Silicon Photonics Chip Market Expected to Achieve a Strong 45.6% CAGR by 2032 - openPR.com

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www.openpr.com 2026-08-21

2026-08-21

UBTECH Partners with BASiC Semiconductor to Position Silicon Carbide Ahead of the Humanoid Robot High-Voltage Curve - finance.biggo.com

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finance.biggo.com 2026-08-21

2026-08-21

Silicon Grapevine Special: The Rise of Autonomous Chip Design - EE Times

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news.google.com 2026-08-21

2026-08-20

Marvell shares jump 9.8% on Google chip design deal - SiliconANGLE

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siliconangle.com 2026-08-20

2026-08-19

Qualcomm Stock Is Down While Its Car Silicon Target Went Up - Trefis

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www.trefis.com 2026-08-19

2026-08-19

[News] SK hynix Reportedly Builds Silicon Valley HBM Team to Boost Customer Co-Design With U.S. Big Tech - TrendForce

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www.trendforce.com 2026-08-19

2026-08-18

Sweden’s SweGaN raises €12.1 million to scale gallium nitride on silicon carbide epitaxial wafer production - EU-Startups

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www.eu-startups.com 2026-08-18

2026-08-18

The Truth About Silicon Carbide Salaries: Is a Five-Figure Monthly Salary the Floor or the Ceiling? - finance.biggo.com

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finance.biggo.com 2026-08-18

2026-08-18

Coherent Begins Customer Sampling of 300mm High Thermal Conductivity Silicon Carbide Substrates for AI Infrastructure - Finviz

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finviz.com 2026-08-18

2026-08-17

NVIDIA officially announces full-scale mass production of CPO switches, with silicon photonics penetration expected to rise further. - Moomoo

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www.moomoo.com 2026-08-17

2026-08-17

Nvidia vs. Meta: Is Custom Silicon a Critical Threat to Nvidia's AI Moat? - The Motley Fool

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www.fool.com 2026-08-17

NVIDIA dominates the AI chip and software landscape driving the artificial intelligence boom, while Meta is challenging this dominance by opening models and building custom hardware to reduce reliance on NVIDIA. This escalating rivalry could fundamentally reshape industry economics, with each compan

AI chips Custom silicon NVIDIA Meta AI computing Semiconductor industry Technology competition Chip design

2026-08-15

Did Nvidia’s Jensen Huang just make the AI buildout too big to fail? - SiliconANGLE

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siliconangle.com 2026-08-15

NVIDIA CEO Jensen Huang has announced partnerships with major financial institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create a financing platform mobilizing over $500 billion for AI infrastructure. This move signifies NVIDIA's evolution beyond a chip sup

Artificial Intelligence Semiconductor NVIDIA AI Infrastructure Financial Asset Capital Bubble AI Factory Investment Platform

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