Semiconductors

74 articles with this tag

Dell's AI Server Boom: $9B Quarter, $50B in Sight Technology

Dell's AI Server Boom: $9B Quarter, $50B in Sight

Dell Technologies posted a historic quarter, with AI-optimized server revenue surging 342% year-over-year to $9 billion, as explosive demand for artif...

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OpenAI's $10B Cerebras Deal Reshapes AI Infrastructure Technology

OpenAI's $10B Cerebras Deal Reshapes AI Infrastructure

OpenAI has signed a landmark $10 billion-plus contract with Cerebras Systems for 750 megawatts of wafer-scale AI computing capacity, signaling a new i...

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Nvidia's Record $68B Quarter Can't Stop the Stock Slide Economy

Nvidia's Record $68B Quarter Can't Stop the Stock Slide

Nvidia posted record-breaking Q4 fiscal 2026 revenue of $68.1 billion — up 73% year-over-year — and offered bullish guidance, yet its stock still plun...

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Smartphones Face Record Fall as AI Devours Memory Technology

Smartphones Face Record Fall as AI Devours Memory

IDC forecasts the biggest-ever decline in global smartphone shipments in 2026 — a 13% crash to 1.12 billion units — as AI hyperscalers vacuum up memor...

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Nvidia Posts $68B Quarter, Declares Agentic AI Has Arrived Technology

Nvidia Posts $68B Quarter, Declares Agentic AI Has Arrived

Nvidia shattered earnings expectations for its fiscal fourth quarter, reporting $68.1 billion in revenue — a 73% year-over-year surge — while CEO Jens...

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Meta's $100B AMD Deal Challenges Nvidia's AI Chip Grip Technology

Meta's $100B AMD Deal Challenges Nvidia's AI Chip Grip

Meta Platforms has struck a deal worth up to $100 billion with AMD for AI chips, including an option to acquire a 10% stake in the chipmaker — a bold...

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Samsung Galaxy S26 Bets Big on Personal AI Technology

Samsung Galaxy S26 Bets Big on Personal AI

Samsung unveiled the Galaxy S26 series at Galaxy Unpacked in San Francisco on February 25, introducing four flagship phones powered by Snapdragon 8 El...

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Trump: Tariffs on chips and medicines 25% and above, EU has a ceiling of 15% Economy

Trump: Tariffs on chips and medicines 25% and above, EU has a ceiling of 15%

US President Donald Trump has announced tariffs on semiconductors and pharmaceuticals of 25 per cent and above. The European Union has an agreement wi...

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Trump's Chip and Drug Tariffs Shake Global Trade Economy

Trump's Chip and Drug Tariffs Shake Global Trade

President Trump's escalating tariffs on semiconductors and pharmaceuticals — from an initial 25% to threats of 100% or more — have disrupted global su...

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Trump's Chip and Drug Tariffs Shake Global Trade Economy

Trump's Chip and Drug Tariffs Shake Global Trade

President Trump's escalating tariffs on semiconductors and pharmaceuticals — from an initial 25% to threats of 100% or more — have disrupted global su...

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AI's Insatiable Memory Hunger Squeezes Global Chip Supply Technology

AI's Insatiable Memory Hunger Squeezes Global Chip Supply

High-bandwidth memory used in AI accelerators now consumes three times the wafer capacity of standard DRAM, triggering a global shortage that is drivi...

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Samsung Bets Big on Adaptive AI With Galaxy S26 and HBM4 Technology

Samsung Bets Big on Adaptive AI With Galaxy S26 and HBM4

Samsung will unveil the Galaxy S26 series at its February 25 Unpacked event in San Francisco, promising a new era of adaptive AI, while simultaneously...

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