Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...
The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate...
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight...
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...
Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors...
Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware...
Volkswagen Group and NXP Semiconductors have agreed on a strategic partnership under which NXP's S32K5 microcontrollers (MCUs) are intended to serve as a building block of the carmaker's...
As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost &...
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements.
South Korean chip designer Global Technologies (GT) has secured a place in Hyundai Motor and Kia's supply chain with its first automotive semiconductor product, a smart LED module...
The global memory shortage is no longer lifting only the commodity DRAM giants. Ingenic Semiconductor, a Beijing-based fabless chip designer whose memory chips go mainly into cars,...
