Semiconductor News & Analysis Feed

Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.

Semiconductor Industry to Hit USD 1.01 Trillion by 2031 with Integrated Circuits Holding 78.33% Market Share Amid Rising AI & Automotive Demand - Reports Mordor Intelligence NEWS PROVIDED BY Mordor Intelligence Private Limited Jun 18, 2026, 10:01 ET SHARE THIS ARTICLE HYDERABAD, India, June 18, 2026 /PRNewswire/ -- Mordor Intelligence has published its latest analysis of the semiconducto

Tower’s advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity MIGDAL HAEMEK, Israel, June 18, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni

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Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.

Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.

The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.