Semiconductor News & Analysis Feed
294 articles
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Some of the biggest spenders on AI data centers can't put one up in their own backyard.
2026-06-05
www.electronicdesign.com
2026-06-05
Electronic Design
The independent technology information source for electronics developers
While auxiliary power supplies account for only a fraction of a modern AI server’s power budget, they remain vital. They power all of the microcontrollers, gate drivers, op amps, and other ICs responsible for control, monitoring, and other housekeeping functions that ensure system reliability, safety, and efficiency.
As AI
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Shelbyville mayor Scott Ferguson (R) made these remarks likelly without knowing that he was being recorded, and it has ignited a political firestorm in the small town.
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
simplywall.st
2026-06-05
news.google.com
2026-06-05
Retail TouchPoints
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-03
eetimes.com
2026-06-03
Low-power memory has evolved from its mobile device roots to meet the demands of AI data centers.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
pv-magazine-usa.com
2026-06-03
pv magazine USA
Anew reference design to support fast deployment of AI infrastructure with battery energy storage system (BESS) support has been developed by Siemens, Nvidia and Fluence.
Siemens announced the new DSX Vera Rubin AI factory reference design has been created to support the deployment of high energy density data centers.
Power densities in data centers are expected to increase significantly as the