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Nomura’s Chip Shortage Index: A Signal for AI Era Business Cycle - Nomura Connects

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www.nomuraconnects.com 2026-09-03

Nomura's newly introduced Chip Shortage Index (CSI) highlights an unprecedented supply-demand imbalance in the semiconductor industry, which is now becoming a key driver of business cycles in the AI era. Unlike past decades where semiconductor cycles closely tracked global economic trends, today's d

chip shortage AI investment semiconductor cycle macroeconomic supply-demand imbalance chip pricing export data capital expenditure

From Silos to Systems, from Data to Insight: Unlocking Organizational Knowledge and Winning in the AI Era with Keysight SOS Enterprise

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eetimes.com 2026-09-02

Keysight's SOS Enterprise platform aims to help semiconductor and electronics companies transition from data silos to integrated systems, enabling organizations to gain competitive advantages in the AI era. By centralizing the management, governance, and security of design data, the platform ensures

Semiconductor Design AI-Driven Engineering Data Governance IP Management Enterprise Platform Design Data Security Version Control Global Team Collaboration

From Silos to Systems, from Data to Insight : Unlocking Organizational Knowledge and Winning in the AI Era with Keysight SOS Enterprise

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eetimes.com 2026-09-01

Keysight's SOS Enterprise platform is designed to help semiconductor and electronics companies transition from traditional siloed data management to a more integrated and intelligent system for engineering data and IP governance. By centralizing data management, ensuring design integrity, and enabli

Semiconductor Design AI-Driven Engineering Data Management Platform Enterprise Knowledge Management IP Governance Design Data Security Global Team Collaboration Version Control

Chinese-Backed Team Emerges as "Super Dark Horse" in AI Era Chip Design Industry - 36 Kr

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eu.36kr.com 2026-09-01

Imec CEO: AI era pushes broader ties between chip, model and CSP players

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digitimes.com 2026-09-01

Chipmakers Displace Big Tech as AI Era Winners: NVIDIA Quarter Confirms Shift - Tech Times

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www.techtimes.com 2026-08-30

In the wake of the AI boom, semiconductor manufacturers are emerging as the biggest winners, overtaking traditional tech giants. NVIDIA's quarterly results confirmed this shift, reporting $96.2 billion in revenue — the highest in semiconductor history. Its data center division generated $89 billion,

AI chips NVIDIA Semiconductor industry Cloud computing Artificial intelligence Chip manufacturing Tech stocks Market trends

Lam Research Breaks Ground on New Oregon Lab to Accelerate AI Era Semiconductor Research & Development Locally, Globally - PR Newswire

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www.prnewswire.com 2026-08-27

Powering AI by Using It: Infineon’s Dual Strategy for the AI Era - Taiwan Business TOPICS

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topics.amcham.com.tw 2026-08-24

Micron CEO calls memory ‘strategic infrastructure of the AI era’ (MU:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-08-21

Memory Is the “Strategic Infrastructure of the AI Era,” Micron CEO Says - Yahoo Finance

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finance.yahoo.com 2026-08-21

Memory Is the “Strategic Infrastructure of the AI Era,” Micron CEO Says - BeInCrypto

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beincrypto.com 2026-08-21

Micron plans $10 billion Boise research lab facility to lead the ‘AI era’ - Coeur d'Alene Press

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cdapress.com 2026-08-21

Micron plans $10 billion Boise research lab facility to lead the ‘AI era’ - Idaho Statesman

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news.google.com 2026-08-21

From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era

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digitimes.com 2026-08-05

SK hynix: Key Strengths In The Agentic AI Era (NASDAQ:SKHY) - Seeking Alpha

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seekingalpha.com 2026-08-04

Intel and Lens Technology Collaborate to Enable Advanced Semiconductor Packaging for the AI Era - Intel Newsroom

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newsroom.intel.com 2026-07-25

Intel's collaboration with Lens Technology represents a significant advancement in semiconductor packaging for the AI era. This partnership combines Intel's chip design expertise with Lens Technology's advanced packaging capabilities to develop next-generation solutions for AI computing demands. The

Semiconductor Packaging AI Chips Intel Lens Technology Advanced Manufacturing Chip Technology Artificial Intelligence Semiconductor Industry

Nvidia Vera Redefines Server CPU Performance For The Agentic AI Era - Forbes

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www.forbes.com 2026-07-21

Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio - StorageNewsletter

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news.google.com 2026-07-14

Applied Materials: The Picks-and-Shovels Play in an AI Era Will Continue to Trend Higher - Barchart.com

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news.google.com 2026-07-14

Weekend Reading | SK Hynix Targets Nasdaq: Is the AI Era’s Ultimate 'Shovel Seller' Here? - 富途牛牛

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news.google.com 2026-07-05

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