Semiconductor News & Analysis Feed

4 articles
2026-09-24
www.reuters.com 2026-09-24
2026-09-15
digitimes.com 2026-09-15
2026-09-02
tomshardware.com 2026-09-02
PricewaterhouseCoopers LLP (PwC) estimates that AI data center spending could reach up to $31.6 trillion in the next 15 years, with potential peaks reaching $50 trillion. This exceeds historical investments in railways, electrification, and the internet during their initial development phases. Unlik
2026-07-22
tomshardware.com 2026-07-22
Following TSMC's record earnings, ADATA Chairman Simon Chen stated that the global DRAM shortage will persist for another decade and dismissed current talk of an AI bubble, suggesting it may not occur until 2040 or 2050. He emphasized that AI applications are expanding beyond data centers into robot