Semiconductor News & Analysis Feed

According to Digitimes, the capital expenditure of the world's nine largest cloud service providers is projected to increase by approximately 90% year-over-year in 2026, driven primarily by surging demand for AI servers. Compared to conventional servers, AI servers require significantly more power a

Analyst reports on Thursday highlighted several major tech companies including SpaceX, Apple, Marvell, CME, Palantir, Nike, Amazon, and Micron. These firms are under close scrutiny due to their market performance and future outlook. Micron, as a leading global semiconductor memory manufacturer, play