Semiconductor News & Analysis Feed
28 articles
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-06
digitimes.com
2026-07-06
Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.
2026-07-03
simplywall.st
2026-07-03
simplywall.st
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-22
tomshardware.com
2026-06-22
Mark Tyson
id Software’s Quake remains an influence on online gaming and 3D graphics to this day.
2026-06-19
eetimes.com
2026-06-19
Small in size but outsized in influence, Taiwan has become a linchpin of the global semiconductor supply chain.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-11
cryptobriefing.com
2026-06-11
Crypto Briefing
Republican lawmakers challenge TSMC’s influence in Washington as lobbying spend hits $3.28M
The Taiwanese chip giant has deployed 22 lobbyists to shape US semiconductor policy, with 18 of them coming
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
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
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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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
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
news.google.com
2026-06-02
Barron's