NVIDIA says AI is speeding semiconductor fab workflows
NVIDIA outlined AI tools for semiconductor fabs, citing faster simulation, physics-based models, agents and digital twins across chip manufacturing.
NVIDIA expands supply chain capacity for AI infrastructure buildout
NVIDIA said new substrate, packaging, testing and optical-engine capacity deals are aimed at supporting AI infrastructure growth through 2028.
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.