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semiconductors

Reporting, analysis and commentary on semiconductors from Speedway Scene, drawn together from across our coverage.

4 articles Latest update: 4 Jul 2026 3 sections
Related sections Business Markets & Finance World
Related topics AI infrastructure SK Hynix Qualcomm Modular $4 billion deal Qualcomm Nvidia AI data center
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Qualcomm data center server racks running AI accelerator chips, illustrating the company's push into artificial intelligence infrastructure
Markets & Finance

Qualcomm Modular $4 billion deal takes direct aim at Nvidia's CUDA lock-in

Qualcomm will acquire AI software startup Modular in a nearly $4 billion all-stock deal, pairing a hardware-agnostic software layer with a new Dragonfly data center strategy aimed squarely at Nvidia's CUDA moat.

4 Jul 2026 ·9 min read
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This archive gathers Speedway Scene coverage of semiconductors, bringing together the reporting, analysis and commentary connected to the subject.

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AI infrastructure SK Hynix Qualcomm Modular $4 billion deal Qualcomm Nvidia AI data center CUDA Chris Lattner Nikkei record high AI boom Nikkei 225

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Business Markets & Finance World

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