Semiconductor News & Analysis Feed

Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.

Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.

Combining manufacturing-resolution geometry with deterministic, solver-accurate computation changes the economics of thermal analysis for advanced 2.5D packages. Thermal management has become the defining bottleneck in high-performance computing (HPC) and AI accelerator packaging. Modern packages integrate high-power ASICs with multiple High Bandwidth Memory (HBM) stacks on a silicon interposer,

First, welcome to all who have joined us for the first time. Your participation in the CNBC Investing Club means a great deal to us. We aspire to get it right for you, in the same way a wonderful Club member explained this weekend as we gardened together. He couldn’t believe how much he had learned and how much he had prospered from it. I can only express gratitude to him. Here’s why — from 1983 t

Micron Advances Made-in-America Memory With Manufacturing Expansion in Virginia In The News | 25-05-2026 | By Jack Pollard Micron has announced the start of 1α (1-alpha) DRAM manufacturing at its Manassas, Virginia fabrication facility, marking what the company describes as the most advanced memory technology ever produced in the United States.  The expansion strengthens domestic production of

Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.

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Recently, SpaceX in partnership with Tesla announced plans to build a $55bn semiconductor foundry in Texas so as to secure their fabrication needs going into the future. What challenges has AI introduced in semiconductor supply chains, what exactly has SpaceX and Tesla announced, and could we see a new era of self-built semiconductors?The Need For More Semiconductors in the Age of AIThe COVID pand

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