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SEMIANALYSIS
Nvidia CEO Jensen Huang says robotics is South Korea's next big sector, points to 'some suprises'He was talking to reporters after arriving at Gimpo airport in South Korea on a flight from Taiwan.He was talking to reporters after arri...- Trip down memory lane: Module price rise could moderate in H2The new projections counter previous estimates about memory prices continuing to peak every quarter for consumer electronics brands. They f...
- CoreWeave shares jump 12% on deal with Anthropic; stock surges 40% in unbeaten five-session rallyCoreWeave shares surged after a multi-year deal with Anthropic to power Claude AI models, extending a five-session rally. The agreement boo...
- SemiAnalysis sues former employee over misconduct, trade secret claimsPer Dylan Patel, founder of the semiconductors and AI infrastructure intelligence and research firm, the unnamed employee had indulged in r...
- Competition heats up to challenge Nvidia's AI chip dominanceNvidia continues to dominate the AI chip market, leveraging its integrated hardware and software ecosystem. While cloud giants like Google ...
- Chinese AI firms form alliances to build domestic ecosystem amid US curbsChinese AI companies are forming alliances to build a domestic ecosystem and reduce reliance on foreign technology amid U.S. export restric...
- Huawei shows off AI computing system to rival Nvidia's top productThe CloudMatrix 384 system made its first public debut at the World Artificial Intelligence Conference (WAIC), a three-day event in Shangha...
- Meta's Zuckerberg pledges hundreds of billions for AI data centers in superintelligence pushThe social media giant is among the large technology companies that have chased high-profile deals and doled out multi-million-dollar pay p...
- TSMC first-quarter profit likely soared but Trump policies cloud outlookTaiwan Semiconductor Manufacturing Co is set to report net profit of T$347.8 billion ($10.74 billion) for the three months through March 31...
- Was it a lie by the Chinese startup? Industry analyst says DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUsChinese startup DeepSeek’s claims of cost-efficient AI development have been debunked. Industry analysts revealed that DeepSeek invested $1...
- Nvidia to launch China-focused AI chip in second quarter of 2024US chipmaker Nvidia plans to begin mass production in the second quarter of 2024 of an artificial intelligence (AI) chip it designed for Ch...
- Nvidia launches new gaming chip for China to comply with US export controlsThe chip, which the company says offers a "quantum leap in performance, efficiency and artificial intelligence-driven graphics", will be av...
- Nvidia delays launch of new China-focused AI chipNvidia has told customers in China it is delaying the launch of a new artificial intelligence chip it designed to comply with U.S. export r...
- In OpenAI-Sam Altman conflict, Microsoft emerges as big winnerMicrosoft's shares rose about 1.5%, with the company on track to add nearly $30 billion to its market value at current levels. That was nea...
- Microsoft emerges as clear winner from OpenAI turmoil with Altman on boardMicrosoft's shares rose as much as 2% to a record high before paring some of the gains. The company was on track to add nearly $30 billion ...
- Tencent says has Nvidia AI chip stockpile but seeking to buy domesticPresident Martin Lau, on an analyst call following Tencent's third-quarter earnings report, said the US decision last month to ban the expo...
- US in game of "catch me if you can" with Nvidia on rules: Chinese mediaThe chip industry newsletter SemiAnalysisas reported earlier that Nvidia plans to release new artificial intelligence chips aimed at the Ch...
- Nvidia plans to release three new chips for China: AnalystsThe chip industry newsletter SemiAnalysis said that the Nvidia chips are called the HGX H20, L20 PCIe and L2 PCIe and that Nvidia could ann...
- Semiconductor index surges with Nvidia leading race to AI ‘gold rush’Nvidia late on Wednesday announced a second-quarter revenue target more than 50% above Wall Street estimates with plans to boost supply to ...
- Intel confirms more layoffs as it looks to reduce costsIntel announced plans to cut staff as it aims to reduce costs and boost efficiency amid a challenging macro-economic environment. The semic...
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