Semiconductor News & Analysis Feed
12 articles
2026-07-15
www.digitimes.com
2026-07-15
2026-07-15
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
2026-06-19
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
2026-06-17
www.fool.com
2026-06-17
As artificial intelligence (AI) continues to advance, NVIDIA remains at the heart of the AI boom, supplying most of the chips that train and run today's largest AI models. However, cloud giants are increasingly designing their own AI chips to reduce reliance on a single supplier and tailor hardware
2026-05-05
finance.yahoo.com
2026-05-05
2026-05-05