Semiconductor News & Analysis Feed
421 articles
2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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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.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-06
www.semiconductors.org
2026-06-06
Semiconductor Industry Association | SIA
Worldwide chip sales in April up 93.9% year-to-year; annual semiconductor sales projected to top $1.5 trillion globally in 2026
WASHINGTON—June 5, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $110.5 billion during the month of April 2026, an increase of 11% compared to the March 2026 total of $99.5 billion and 93.9% more than the April 2025 tot
2026-06-05
fathomjournal.org
2026-06-05
Fathom Journal
fathomjournal.org
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2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
The European Commission (EC) has unveiled the Chips Act 2.0, a proposal that builds on the 2023 Chips Act and introduces new measures to boost the semiconductor industry across the continent.
In a statement, the EC said the Chips Act 2.0 will complement other initiatives it has introduced in the intervening years, helping to build a “more competitive, secure, and resilient European digital econom
2026-06-05
semiengineering.com
2026-06-05
Semiconductor Engineering
Computex shows AI ecosystem; fully autonomous chip design; Intel targets AI racks; Nikon’s 1.5 micron L/S litho; IC market rises; Apple’s chiplet era; 4,500 chips per AI server rack; HBM price hikes; quantum IPO, chip and roadmap; SiC guidelines; MXenes; EV outlook; autonomous edge chiplets.
Fig. 2: WSTS forecast summary by region and product segment. Source WSTS
Global |In-Depth |Reports and D
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
247wallst.com
2026-06-05
24/7 Wall St.
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
news.google.com
2026-06-05
Energy Digital
2026-06-05
news.google.com
2026-06-05
Moomoo
2026-06-05
news.google.com
2026-06-05
Communications Today
2026-06-04
tomshardware.com
2026-06-04
Luke James
U.S. tech companies announced 38,242 job cuts in May, more than any other sector and the industry's heaviest month of reductions in nearly two years.
2026-06-04
www.mk.co.kr
2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
www.digitimes.com
2026-06-04
digitimes
At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a compound semiconductor material whose ability to handle high voltages and large...
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