NVIDIA pushes CUDA-X deeper into AI-driven chip design and fabs
NVIDIA said semiconductor leaders are adopting CUDA-X libraries, including cuPotential, to support AI agents for chip design and manufacturing.
AMD Unveils Versal AI Edge Gen 2, Aiming at AI-Powered Edge Solutions
AMD launches Versal AI Edge Series Gen 2, combining AI inference, sensor processing, and embedded compute in a single chip for edge applications.
Semiconductor Earnings Soar 131% as SMH Drops 23%, AI Demand in Focus
Semiconductor earnings surged 131% in Q2 2026, yet SMH fell 23%. AI demand drives growth, while geopolitics and capital cycles shape investor sentiment.
NVIDIA Q2 FY27 Revenue Hits $96B, Boosts SMH ETF Outlook
NVIDIA's Q2 FY27 earnings report shows $96B in revenue, driving demand across the semiconductor sector and ETFs like SMH.
Hyperliquid's HIP-3 Captures $21.8B in SK Hynix Perps Amid Chip Crash
Hyperliquid's HIP-3 perpetuals traded $21.8B in synthetic SK Hynix exposure during July's semiconductor turmoil, highlighting key market dynamics.
NVIDIA, Applied Materials Accelerate Semiconductor Innovation
NVIDIA and Applied Materials collaborate to advance semiconductor design with GPU-accelerated simulations and digital twins, addressing AI-driven demand.
Moat Index Rises in June on Semiconductors, Cybersecurity Strength
Morningstar's Moat Index gained in June as AI chips and cybersecurity stocks offset mega-cap tech pullbacks. Here's what drove the move.
NVIDIA Expands U.S. AI Manufacturing with $500B Vision
NVIDIA strengthens U.S. manufacturing with AI chip production, $500B infrastructure build-out, and 100,000+ new jobs.
NVIDIA, TSMC Push AI-Driven Chip Manufacturing to New Heights
NVIDIA and TSMC integrate advanced AI and accelerated computing to revolutionize semiconductor design and manufacturing processes.
VanEck Flags Semiconductor Stocks as Key AI Infrastructure Plays for 2026
Asset manager VanEck highlights semiconductor companies as critical AI investment opportunities as the industry shifts from experimentation to infrastructure.