Semiconductors

9 articles tagged with this topic

Memory Bandwidth Emerges as the Next AI Bottleneck

As accelerator chips grow faster than the memory feeding them, the constraint on advanced AI systems is shifting from compute to the wires and packages that move data.

3 min read

Semiconductor Supply Chains Continue Multi-Region Rebalancing

Fabrication, packaging, and substrate capacity are spreading across more jurisdictions, but the changes remain partial and the high end of the stack stays concentrated.

2 min read

Edge Inference Silicon Emerges as a Distinct Competitive Arena

Chip design effort is increasingly splitting between training-class accelerators and a distinct class of edge-inference silicon shaped by power and cost constraints.

2 min read

AMD prints record data-center quarter as MI400 ramp tests Nvidia's grip on the AI buildout

Advanced Micro Devices posted record data-center revenue and lifted full-year guidance after the close Tuesday, citing MI400 accelerator shipments to three of the four largest U.S. cloud providers and a backlog stretching into the back half of 2027.

4 min read

NVIDIA order book balloons as hyperscalers front-load chip buys ahead of megacap earnings

Forecasters are walking up second-half estimates for NVIDIA after a flurry of late-quarter orders from cloud providers eager to demonstrate momentum before Microsoft and Alphabet report this week.

5 min read

TSMC, SK Hynix order books firm as ceasefire thaws Asian AI supply chain

Asian chip and memory suppliers reported a sharp firming of hyperscaler order activity in the forty-eight hours after the Iran ceasefire took effect, even as the moratorium fight in Washington continued to cloud second-half forecasts.

4 min read

Secondary GPU Market Overheats as Enterprises Stockpile Compute Ahead of House Moratorium Vote

Prices for second-hand Nvidia H100 and B200 accelerators jumped this week as enterprises, sovereign wealth buyers and crypto-converted miners raced to lock down compute before a House Ways and Means vote that could freeze new data-center build-outs for two years.

5 min read

Chip Supply Chain Recalibrates as Moratorium Uncertainty Spreads From Hyperscalers to Fabs

Chipmakers and AI hardware suppliers began trimming forward shipment guidance Thursday as the Senate-passed compute moratorium rippled through the GPU supply chain, with Taiwan Semiconductor, SK Hynix and a handful of optical-networking vendors signaling that hyperscaler order books had begun to soften.

5 min read

Chip Stocks Tumble as Senate Energy Hearings Loom and Grid Risks Rattle AI Trade

Semiconductor stocks closed sharply lower Tuesday as investors recoiled from the AI infrastructure trade ahead of Wednesday's Senate Energy Committee hearings on the data center moratorium, with NVIDIA shedding more than 6 percent.

5 min read