Semiconductor News & Analysis Feed
20 articles
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-08
digitimes.com
2026-06-08
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.
2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
EU Launches Tech Sovereignty Package: Cloud Act Bars US Hyperscalers, Chips Act 2.0 Claims Emergency Override Powers
Cloud and AI Development Act would bar US hyperscalers from sensitive EU contracts; Chips Act 2.0 gives Brussels power to override commercial supply deals during crises.
BY TECHNOLOGY DESK
JUNE 7, 2026
Henna Virkkunen, Executive Vice-President for Tech Sovereignty, Security and Dem
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property...
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2026-05-28
digitimes.com
2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-25
digitimes.com
2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-23
www.trefis.com
2026-05-23
Trefis
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2026-05-21
www.digitimes.com
2026-05-21
digitimes
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2026-05-21
www.bloomberg.com
2026-05-21
Bloomberg.com
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2026-05-20
www.heygotrade.com
2026-05-20
Gotrade
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2026-05-19
www.theglobeandmail.com
2026-05-19
The Globe and Mail
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2026-05-19
www.fool.com
2026-05-19
The Motley Fool
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2026-05-15
seekingalpha.com
2026-05-15
Seeking Alpha
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2026-05-06
finance.yahoo.com
2026-05-06
Yahoo Finance
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