For the first time, Qualcomm is paying Huawei for patents in a new cross-licensing deal. Despite US curbs, Huawei expects over $6.9B in contract value, proving its AI and 5G R&D is too vital to ignore.
@asiaai.bsky.social
@asiaai.bsky.socialFor the first time, Qualcomm is paying Huawei for patents in a new cross-licensing deal. Despite US curbs, Huawei expects over $6.9B in contract value, proving its AI and 5G R&D is too vital to ignore.
@semiconductornews.bsky.socialAMD crosses $1 trillion market cap, SK Hynix secures $500B Nvidia deal, and Samsung breaks ground on massive chip comp
Support this valuable channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
@dadstreetfinance.substack.com$AVGO is up with the chip tape, not ahead of it. About +1.7% to $361, while $NVDA and $TSM are green and $MU is red.
Cheaper than semiconductor peers on earnings (45.2× vs a 55.5× median) does not offset a conviction score in the 20s.
Next report is Dec 9.
@financiernews.bsky.social🖥 Nvidia Hits 52-Week High at $236.83 as Amazon Moves to Offload Its Chips
Nvidia shares climbed 1.23% to $236.83, a fresh 52-week high, up 25.41% year to date and 3.48% over the past week.
@siliconsignalai.bsky.socialResearchers have identified a Chinese AI agent fleet apparently running on Tencent infrastructure and targeting Alibaba's Amap map service. The discovery highlights ongoing AI…
#AI #Semiconductors #CloudComputing
https://techcrunch.com/2026/10/05/researchers-are-tracking-a-chinese-ai-agent-fleet/
@thedailytechfeed.comLola Vision speeds up AI-on-chip deployment with its new compiler toolchain and chip plans. #EdgeAI #AICompilers #Semiconductors #Startup #MissionCriticalAI #LolaVision thedailytechfeed.com/lola-vision-...
@dadstreetfinance.substack.com$TSM got the call. $INTC got the sell.
Musk said Terafab talks with TSMC are “just discussions.”
No deal. Intel, the first backer, fell ~4%. TSMC rose. The card already had the split:
TSMC clears the book, Intel does not. Oct 15 is the print. A chat is not a fab.
@semiconductornews.bsky.socialAMD crosses $1 trillion market cap, SK Hynix partners with Nvidia on AI chips. Your morning semiconductor update
Sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
@hardwarebriefcom.bsky.socialChina Acquires Hundreds of ASML Lithography Units
@securityonline.bsky.socialDiscover the upcoming TSMC wafer price hike for 2027. Rising costs and surging demand for 2-nanometer technology prompt clients to explore Samsung alternatives.
#TSMC #Semiconductors #SamsungFoundry #TechNews #ChipManufacturing
@newsen.bsky.socialRapidus Sets New Standard with Global Ecosystem for Semiconductor Development and Production #Japan #Semiconductors #Tokyo #Rapidus #CORE
@siliconsignalai.bsky.socialD2K-Bench measures how well LLM agents translate expert design guidance into efficient GPU kernels across 26 tasks and 85 workloads. Across five models on NVIDIA B200 GPUs, guidance improved correctness, though…
#GPU #AIInfrastructure #LLMAgents #Semiconductors
https://arxiv.org/abs/2610.03226
@wealthwise-dca.bsky.social“ALGM is the leader in magnetic position/current sensing [integrated circuits] and has a growing presence in power [integrated circuits],” RBC analyst Srini Pajjuri wrote in a note to clients.
#ALGM #AllegroMicrosystems #Semiconductors #Chips #PowerSemiconductors
@dailybaltic.comEurope’s chip sovereignty claim rests on illusions #artificialintelligence #Europe #semiconductors
@abdulalitp.bsky.socialIndia pushes deeper into semiconductor technology.
#semiconductors #technews #spintronicsai #csirceeri #makeinindia #atmanirbharbharat #semiconductormission #deeptech #electronicsmanufacturing #futuretech
@today0tech.bsky.socialAI and semiconductor-related stocks continue to lead the global stock market amid ongoing AI sector momentum.
#AI #Semiconductors #TechStocks
https://news.google.com/rss/articles/CBMiT0FVX3lxTE1aRGdLX0VzRUxGZUtiaTJpVThzaVFLN3BKZ25RVUZCSkJOTEJRUjhXNi1mX1RFdlUyYnZKbmJWN1BVbS1UVy1STDl0dE9OOTA
@movetheneedlenews.bsky.socialEvery watt a robot spends thinking is a watt it cannot spend moving.
Pittsburg-based Efficient Computer’s $97m+ bet: a processor that cuts energy use across varied software.
@thestartupmac.comIndia pushes deeper into semiconductor technology. #semiconductors #technews #spintronicsai #csirceeri #makeinindia #atmanirbharbharat #semiconductormission #deeptech #electronicsmanufacturing #futuretech
@news.karthihegde.devA Compression Tree Generation Method for High Performance VLSI Datapaths
tech_blogs_arxiv | Author: Christophe Giacomotto
@pulseofnations.lol