Semiconductor News & Analysis Feed
294 articles
2026-06-12
digitimes.com
2026-06-12
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-11
tomshardware.com
2026-06-11
Luke James
The zoo has filed a zoning appeal to overturn DC BLOX's approved permits.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
3 min read
ON
−5.94%
ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
tomshardware.com
2026-06-10
Luke James
China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
digitimes.com
2026-06-09
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers, electric vehicles, industrial systems, and electrification infrastructure worldwide.
2026-06-09
tomshardware.com
2026-06-09
Luke James
About two-thirds of the 809 data centers planned across the U.S. are slated for land that has been in drought over the past year.
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
news.google.com
2026-06-08
Data Centre Magazine
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
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2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Follow-up talks come as Nvidia broadens partnerships with Korean companies beyond semiconductors
LG Group Chairman Koo Kwang-mo (left) and Nvidia CEO Jensen Huang shake hands during their meeting at LG Twin Towers on Monday. (LG Group)
LG Group Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang met Monday at LG Twin Towers in Yeouido, western Seoul, to discuss collaborations spanning robotics, AI
2026-06-08
www.tradingview.com
2026-06-08
TradingView
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2026-06-08
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.