Semiconductor News & Analysis Feed

Tesla has hired Gary Jiang, a veteran from Intel with over 17 years of experience, to lead key aspects of its semiconductor initiative, Terafab. Jiang previously oversaw the transfer of Intel's advanced 18A process technology from development to high-volume production facilities, including the const

While NVIDIA and Alphabet have long been seen as the pillars of the AI revolution, recent 13F filings reveal a shift in billionaire fund managers' preferences. Despite their dominant market positions, both companies are being sold by top investors, with Amazon emerging as a preferred AI stock. NVIDI

While NVIDIA and Alphabet have long been seen as the foundational players in the AI revolution, recent 13F filings reveal that billionaire fund managers have been reducing their stakes in these stocks. Instead, Amazon has emerged as a preferred AI holding among top investors. Despite strong performa

NVIDIA's strategic partnership with Nebius underscores the growing demand for high-performance computing resources in the AI industry. Nebius, a Dutch-based AI cloud company listed on Nasdaq, offers a full-stack platform spanning the entire AI lifecycle, from data ingestion to model deployment. Back

France's selection of Foxconn to build Europe's most advanced packaging plant reflects the fundamental transformation in the global semiconductor industry landscape. As semiconductor technology advances toward more sophisticated nodes, packaging technology has become increasingly critical as a bottl

Former US President Trump and his top trade adviser revealed on Friday that Beijing has chosen not to purchase NVIDIA's H200 chips despite Commerce Department approvals and purchase orders from Chinese companies. This development highlights the intensifying US-China competition in high-tech sectors,

Sony's announcement of choosing TSMC as its AI sensor partner represents a significant development in the semiconductor industry, highlighting TSMC's leadership in advanced manufacturing processes. This strategic alliance underscores the growing demand for AI sensors in the rapidly evolving artifici