Semiconductor News & Analysis Feed
20 articles
2026-09-22
currently.att.yahoo.com
2026-09-22
2026-09-22
www.fool.com
2026-09-22
Nvidia's $108 billion Q3 revenue guidance—implying 89% year-over-year growth—carries a striking footnote: zero data center compute revenue from China. This is not conservatism; it is the arithmetic of two governments' export controls that have effectively foreclosed the world's second-largest econom
2026-09-09
www.thelec.net
2026-09-09
Qualcomm and Amazon have entered a $60 billion partnership to co-develop AI data center chips, marking a significant move in the race to advance AI infrastructure capabilities. This collaboration underscores the growing importance of custom-designed chips for AI workloads and highlights the increasi
2026-09-09
ca.finance.yahoo.com
2026-09-09
2026-09-09
finance.yahoo.com
2026-09-09
2026-09-09
www.connectmoney.com
2026-09-09
2026-09-08
2026-09-08
2026-09-01
2026-08-24
news.google.com
2026-08-24
2026-08-24
2026-08-19
news.google.com
2026-08-19
2026-08-14
www.communicationstoday.co.in
2026-08-14
According to a recent report by Dell'Oro Group, the global data center IT semiconductors and components market is projected to reach $1.8 trillion by 2030. This forecast marks a significant upward revision from the January 2026 report, reflecting increased expectations for data center capital expend
2026-08-13
www.marketsandmarkets.com
2026-08-13
2026-08-10
news.google.com
2026-08-10
2026-08-04
www.reuters.com
2026-08-04
2026-08-04
www.channelnewsasia.com
2026-08-04
2026-08-04
www.marketscreener.com
2026-08-04
2026-08-02
www.marketsandmarkets.com
2026-08-02
2026-08-02
www.marketsandmarkets.com
2026-08-02