2+ week, 1+ day ago  (1110+ words) NVIDIA plans a return to China with new AI inference chips while restarting H200 GPU production. Here's what it means for the global semiconductor industry and India. After months of restrictions and uncertainty, NVIDIA is preparing a strategic return to the…...

2+ week, 4+ day ago  (1006+ words) "I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips that we're looking for. So I think we're probably going to…...

2+ week, 5+ day ago  (850+ words) AI is reshaping the chip industry in 2026. TSMC, AMD, and Broadcom are leading the charge, but which stock delivers the smartest return? The semiconductor industry is entering a defining moment. With AI, high-performance computing, and cloud infrastructure driving global demand,…...

3+ week, 5+ day ago  (866+ words) Arizona officials have broken ground on the first project funded under Proposition 479, a major transportation initiative that could generate up to $27 billion for infrastructure. Arizona has officially launched the first infrastructure project under Prop 479, marking a major step in supporting…...

3+ week, 5+ day ago  (1058+ words) As demand for computing power continues to surge, the semiconductor industry has become one of the most critical sectors shaping technological progress and economic growth. In today's digital world, semiconductors have become the invisible engines powering the global economy. From…...

4+ week, 20+ hour ago  (1003+ words) Former TSMC executive Wei-Jen Lo faces investigation over alleged sub-2nm trade secret leaks to Intel. Taiwan's semiconductor industry is facing one of its most sensitive legal battles in recent years. A former senior executive at TSMC is under official investigation…...

4+ week, 2+ day ago  (598+ words) TSMC hits a $2 trillion valuation while Apple strengthens its Arizona chip partnership. Artificial intelligence has rewritten the semiconductor story. And now, Taiwan Semiconductor Manufacturing Company (NYSE: TSMC) has crossed a historic milestone " a market capitalization of nearly $2 trillion. At the…...

4+ week, 2+ day ago  (785+ words) With $500M in funding and support from NVIDIA and AMD, optical chip technology could unlock the next era of scalable, energy-efficient AI infrastructure. This is not just a funding story. It's a signal that AI infrastructure is entering a new architectural…...

1+ mon, 17+ hour ago  (560+ words) Top semiconductor CEOs shaping the AI chip industry in 2026, including TSMC, NVIDIA, Intel, AMD, and Synopsys leaders driving global innovation. C. C. Wei leads TSMC, the world's largest pure-play semiconductor foundry. TSMC manufactures more than half of the world's advanced logic chips....

1+ mon, 3+ day ago  (40+ words) Beyond GPUs? Intel Xeon + SambaNova Just Took Aim at Nvidia's $100B Inference Empire'Techovedas Intel and SambaNova form a multi-year alliance to scale Xeon-based AI inference infrastructure, signaling a shift toward heterogeneous data center architectures beyond GPUs....