Semiconductor News & Analysis Feed
578 articles
2026-05-26
au.finance.yahoo.com
2026-05-26
Yahoo Finance Australia
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2026-05-26
news.google.com
2026-05-26
Yahoo Finance
2026-05-26
www.01net.it
2026-05-26
01net
www.01net.it
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2026-05-26
ir.microchip.com
2026-05-26
Microchip Technology
Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers
May 26, 2026 8:00 am EDT
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New silicon carbide modules deliver the required thermal performance and efficiency for SSTs to increase power available for token generation
CHANDLER, Ariz., May 26, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) today announces the ava
2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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2026-05-26
news.google.com
2026-05-26
Stock Titan
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2026-05-26
www.morningstar.com
2026-05-26
Morningstar
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2026-05-26
news.google.com
2026-05-26
Business Wire
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-26
digitimes.com
2026-05-26
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.
2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming brand XPG, and AIoT unit ATrack to showcase hardware and software integrations across data centers, PCs, and edge devices. The company announced partnerships and cross-domain integrations with Nvidia, Intel, Advant
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Pre-Market Momentum: Social media observers noted Qualcomm shares surging more than 11 percent in pre-market action as part of a wider semiconductor rotation. Participants linked the move to growing attention on the firm's expanding role in advanced chip ecosystems. Discussions emphasized how such gains reflect shifting investor focus toward established players with diversified exposure.
AI Ecosy
2026-05-25
eetimes.com
2026-05-25
The power and thermal issues of placing data centers in space are formidable.
2026-05-25
themachinemaker.com
2026-05-25
Machine Maker
themachinemaker.com
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
digitimes.com
2026-05-25
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.