Semiconductor News & Analysis Feed
743 articles
2026-07-14
digitimes.com
2026-07-14
Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than
2026-07-14
news.google.com
2026-07-14
Embedded Computing Design
2026-07-13
tomshardware.com
2026-07-13
Etiido Uko
Meta is expanding Hyperion from 2 GW to 5 GW, lifting its Louisiana investment above $50 billion as it races to secure more AI computing capacity.
2026-07-13
news.google.com
2026-07-13
KTAR News 92.3 FM
2026-07-13
news.google.com
2026-07-13
finance.biggo.com
2026-07-13
eetimes.com
2026-07-13
AI, heterogeneous integration, silicon photonics, chiplets, and quantum computing are converging to define the next generation of complex systems.
2026-07-13
news.google.com
2026-07-13
finance.biggo.com
2026-07-13
digitimes.com
2026-07-13
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div
2026-07-13
digitimes.com
2026-07-13
The second phase of Chiayi Science Park has officially broken ground on a site of about 90 hectares, with TSMC leading the development of an industrial cluster centered on advanced packaging. The expansion is meant to meet surging global demand for high-compute chips and advanced packaging technology.
2026-07-12
news.google.com
2026-07-12
Construction Owners
2026-07-12
news.google.com
2026-07-12
Construction Owners
2026-07-12
digitimes.com
2026-07-12
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.
2026-07-12
digitimes.com
2026-07-12
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the next major battlegrounds in AI infrastructure.
2026-07-12
news.google.com
2026-07-12
Zamin.uz
2026-07-11
finance.biggo.com
2026-07-11
finance.biggo.com
2026-07-11
digitimes.com
2026-07-11
South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the p
2026-07-10
www.nny360.com
2026-07-10
nny360.com
Micron milestone: First concrete flows at giant computer chip factory site in NY
By BY RENEE FOX AND RICK MORIARTY, syracuse.com (TNS)
Jul 10, 2026 Updated Jul 10, 2026 0
Clay, N.Y.— Micron Technology is beginning to pour concrete for the first computer-chip manufacturing facility at what the company says will be the nation’s largest semiconductor factory.
U.S. Secretary of Commerce Howard Lu
2026-07-10
news.futunn.com
2026-07-10
富途牛牛
NVIDIA Blackwell Cluster Launch Target of May 8, 2026; Additional Three-Cluster Deployment is Roadmap to $72 million in Annual Recurring Revenue
ROAD TOWN, British Virgin Islands, April 27, 2026 (GLOBE NEWSWIRE) -- Alpha Compute Corp. (NASDAQ: ALP), a pioneering technology leader in AI GPU-as-a-service (GPUaaS) and AI Confidential Compute, today provided an update on the deployment status of its
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
digitimes.com
2026-07-10
Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.