Semiconductor News & Analysis Feed

Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.

TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.

The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.

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As important as Nvidia has become to the tech industry, its entire run-up in recent years has been tied to the data center. Now the chipmaker is going after the PC market, and Wall Street is recognizing the threat it poses. During a keynote address at Taiwan's Computex conference on Monday, Nvidia CEO Jensen Huang said his company, along with Microsoft , is going to "reinvent the PC." Nvidia's p

By Park Ji-min Published 2026.05.31. 18:00 Updated 2026.05.31. 18:11 NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at NVIDIA's annual conference 'GTC 2026' in March. /AFP-Yonhap NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th (local time) that NVIDIA plans to unv