Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

AI computing will continue to soar with inference, requiring completely new multiple-gigawatt AI data centers.

The market for artificial intelligence (AI) chips has been dominated by Nvidia, which explains why the semiconductor giant recently delivered another stellar set of results for the third quarter of fiscal 2025 (which ended on Oct. 27).

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor Manufacturing.

Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.

The U.S. is set to launch its third wave of restrictions targeting China's semiconductor industry, implementing curbs on exports to 140 Chinese companies. The Biden administration’s initiative will limit China’s access to advanced chips,

CRN rounds up the 10 hottest semiconductor startups of 2024, which includes firms building AI chips such as Groq and Tenstorrent as well as those building complementary silicon like Celestial AI and Enfabrica.

Amazon.com founder Jeff Bezos joined Samsung in a $700 million bet on Tenstorrent, valuing the AI chip startup with ambitions of taking on Nvidia at about $2.6 billion. Tenstorrent, which hopes to create a chip to try and break

U.S. sanctions designed to restrict China's ability to import technologies to advance of its AI and military capabilities have been strengthened for the third time.

The US will launch its third crackdown in three years on China's semiconductor industry on Monday, restricting exports to 140 companies.