Semiconductor News & Analysis Feed
153 articles
2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
digitimes.com
2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
2026-06-08
digitimes.com
2026-06-08
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
2026-06-08
digitimes.com
2026-06-08
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.tradingview.com
2026-06-05
TradingView
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2026-06-05
news.google.com
2026-06-05
Energy Digital
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
www.digitimes.com
2026-06-05
digitimes
Jeff Morroni, VP and head of R&D of Texas Instruments' Kilby Labs. Credit: DIGITIMES
As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the centerpiece of presentations by several industry figures at Computex in Taipei,...
Some subscribers prefer to save the
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.barchart.com
2026-06-03
Barchart
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2026-06-03
energynow.com
2026-06-03
EnergyNow.com
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2026-06-03
energynow.ca
2026-06-03
EnergyNow
The Binding Constraint: From EUV Machines to Megawatts
June 2, 2026 EnergyNow Media
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EIR identifies five quarterly signals—from EUV tool orders to packaging utilization—that best indicate whether AI chip supply can scale through 2030
CALGARY, Alberta (June 2, 2026) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the l
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.energy-storage.news
2026-06-02
Energy-Storage.News
Engineering giant Siemens will develop a reference architecture purpose-built for Nvidia AI data centres, in collaboration with Fluence and incorporating nVent-aligned design considerations.
The reference design aims to translate Nvidia’s AI factory vision into a deployable, industrialised electrical, power and controls architecture for hyperscalers, co-location providers and specialised cloud in
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Infineon’s, Sensor
Infineon’s €570 Million Sensor Bet Reinforces a Rally Already Powered by AI Energy Demand
02.06.2026 - 07:43:31 | boerse-global.de
Infineon shares more than doubled in the past year, fueled by AI data-center power needs and a €570M acquisition of ams Osram's sensor portfolio, reinforcing its growth strategy.
Infineon’s €570 Million Sensor Bet Reinforces a Rally Already Powered
2026-06-02
evertiq.com
2026-06-02
Evertiq
© STMicroelectronics
General | June 02, 2026
STM’s new GaN semiconductors improve energy efficiency
Evertiq
STMicroelectronics’ new PowerGaN devices deliver high efficiency and power density to high-voltage power supplies. Engineered for a 700V operating rating, they support reliable high-power operation and higher-frequency topologies.
New gallium nitride (GaN)-based power semiconductors from ST
2026-06-02
news.google.com
2026-06-02
Barron's
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Run Hinges on a Triple-Header: Early Fab Start, Price Hikes, and an AI Energy Play
01.06.2026 - 21:01:59 | boerse-global.de
Infineon stock hits 52-week high as July 2 brings restructuring, early €5B Dresden fab opening, second price hike, and deepening Nvidia partnership driving AI infrastructure growth.
Infineon’s Record Run Hinges on a Triple-Header: Early
2026-06-02
eetimes.com
2026-06-02
Kevin Zhang said 3D integration is important, but transistor scaling remains the semiconductor industry's primary driver of performance and energy-efficiency gains.