Semiconductor News & Analysis Feed
20 articles
2026-08-26
2026-08-06
sqmagazine.co.uk
2026-08-06
2026-07-26
news.google.com
2026-07-26
2026-07-24
www.benzinga.com
2026-07-24
Intel CEO Lip-Bu Tan has expressed bullish sentiment toward the custom AI chip market, forecasting a $100 billion opportunity. This outlook reflects the accelerating demand for specialized AI chips driven by advancements in artificial intelligence technologies and enterprise adoption. Amid ongoing s
2026-07-24
uk.finance.yahoo.com
2026-07-24
During Intel's Q2 2026 earnings call, CEO Lip-Bu Tan announced a strategic push into a potential $100 billion custom AI chip market, leveraging Intel's strong x86 computing foundation and in-house manufacturing capabilities. With unprecedented demand for compute driven by AI, Tan emphasized the comp
2026-07-24
finance.yahoo.com
2026-07-24
Amid the surging global demand for artificial intelligence, Intel CEO Lip-Bu Tan has identified a potential $100 billion market for custom AI silicon, signaling a strategic pivot from traditional general-purpose processors toward specialized chips. Tan emphasized Intel's unique end-to-end capabiliti
2026-07-15
www.digitimes.com
2026-07-15
2026-07-15
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-07-13
news.google.com
2026-07-13
2026-07-06
news.google.com
2026-07-06
2026-07-03
www.techtimes.com
2026-07-03
Anthropic is in early talks with Samsung Electronics to develop a custom AI chip using Samsung's 2nm process, signaling a strategic move away from heavy reliance on NVIDIA GPUs. Although still in exploratory phase, the discussions are backed by Anthropic's recent hiring of Clive Chan, a former OpenA
2026-07-03
mlq.ai
2026-07-03
The semiconductor industry continues to evolve rapidly with AI-driven demand shaping new partnerships and manufacturing strategies. Anthropic's early discussions with Samsung for custom AI chip production on 2nm process represents a significant development in the AI chip market. This collaboration h
2026-06-26
easternherald.com
2026-06-26
OpenAI and Broadcom have unveiled Jalapeño, their first custom AI chip, claiming a 50% reduction in inference costs. Designed in-house by OpenAI and manufactured by TSMC on its 3nm node, the chip is optimized for running large language models and aims to reduce reliance on NVIDIA. While early lab te
2026-06-24
finance.yahoo.com
2026-06-24
OpenAI and Broadcom jointly announced their first custom AI chip, Jalapeño, on June 24, 2026, marking a direct challenge to market leader Nvidia. Designed by OpenAI, the chip reportedly delivers superior performance per watt compared to current state-of-the-art chips, signaling a strategic move to r
2026-06-19
www.fool.com
2026-06-19
Amazon is reportedly considering selling its custom AI chips, Trainium, to external companies, potentially entering direct competition with NVIDIA's GPUs that dominate today's AI market. For years, Amazon has offered computing power through AWS rather than selling chips directly. However, recent rep
2026-06-19
www.xtb.com
2026-06-19
Amazon is reportedly considering selling its proprietary AI chips to external data center customers, a move that could significantly shift the balance of power in the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia. While these chips, such as Trainium, are
2026-06-18
www.bloomberg.com
2026-06-18
Amazon is negotiating to sell custom AI chips in an effort to challenge NVIDIA's dominance in the artificial intelligence computing market. This development reflects the evolving competitive landscape within the semiconductor industry. As AI technology advances rapidly, demand for specialized AI chi
2026-06-17
finance.yahoo.com
2026-06-17
As artificial intelligence continues to advance, NVIDIA, the dominant player in the AI chip market, faces increasing competition from custom-designed AI chips. While NVIDIA remains central to training and running large AI models, major cloud providers like Google and OpenAI are developing their own