Semiconductor News & Analysis Feed
109 articles
2026-07-08
www.techpowerup.com
2026-07-08
TechPowerUp
2026-07-08
www.tomshardware.com
2026-07-08
Tom's Hardware
2026-07-07
analyticsindiamag.com
2026-07-07
Analytics India Magazine
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Insider Monkey
2026-07-04
news.google.com
2026-07-04
Tech Times
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
2026-07-02
www.tradingview.com
2026-07-02
TradingView
2026-07-01
futurumgroup.com
2026-07-01
The Futurum Group
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2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
2-MIN READ
0
Listen
Make SCMP preferred on Google
Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
Zluda is back to a hobby, as the open-source project has lost commercial funding with version 6 but added early 32-bit PhysX support.
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after