Semiconductor News & Analysis Feed
292 articles
2026-07-13
news.google.com
2026-07-13
Seoul Economic Daily
2026-07-12
digitimes.com
2026-07-12
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.
2026-07-12
digitimes.com
2026-07-12
Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates. Since 2025, several board makers and upstream material suppliers have launched large-scale fundraising plans at home and overseas, including three bellwethers: Zhen Ding Tech, Unimicron, and Compeq.
2026-07-11
tomshardware.com
2026-07-11
Etiido Uko
Microsoft's carbon emissions jumped 25% in FY2025 as AI data center expansion outpaced sustainability gains, despite progress in water conservation and waste reduction.
2026-07-11
www.fool.com
2026-07-11
The Motley Fool
2026-07-11
finance.yahoo.com
2026-07-11
Yahoo Finance
2026-07-10
datacentremagazine.com
2026-07-10
Data Centre Magazine
2026-07-10
eetimes.com
2026-07-10
Alan Patterson
Apple’s $30B Broadcom bet drags AI data centers and U.S. chipmaking into its orbit… and may hand Intel a lifeline.
2026-07-10
www.insidermonkey.com
2026-07-10
Insider Monkey
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-09
digitimes.com
2026-07-09
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.
2026-07-08
eetimes.com
2026-07-08
This white paper describes the critical engineering and strategic pain points behind today’s AI data center infrastructure gap and offers practical frameworks for resolving them. Whether you’re architecting a new hyperscale facility or expanding or hardening an existing one, here you’ll find the technical and business insights you need to make smarter, more effective infrastructure […]
2026-07-08
digitimes.com
2026-07-08
France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
Abdul Rahman
Mon, July 6, 2026 at 12:44 PM PDT 2 min read
HPE
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NVDA
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Trading disclosure
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enter
2026-07-06
tomshardware.com
2026-07-06
Bruno Ferreira
Wisconsin residents file class-action lawsuit against Microsoft due to data center noise — plaintiffs also mention construction noise and extreme light pollution
2026-07-06
news.google.com
2026-07-06
The Cool Down
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
A nuclear power plant in a container (or three).
2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-03
www.sdxcentral.com
2026-07-03
SDxCentral
MicroLED manufacturer nabs Nvidia director to drive AI data center push
AMS-Osram, known for auto lighting, taps Ashkan Seyedi to lead new optical interconnect business
July 03, 2026 By Ben Wodecki Have your say
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– AMS-Osram
AMS-Osram, an Austrian semiconductor manufacturer of light and sensor solutions, poached a networking director from Nvidia.
Ash