Semiconductor News & Analysis Feed
139 articles
2026-05-11
www.digitimes.com
2026-05-11
digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
2026-05-11
news.google.com
2026-05-11
Rescana
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2026-05-09
seekingalpha.com
2026-05-09
Seeking Alpha
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Micron Has The Better Scarcity, Sandisk Has The Hotter Trade
May 09, 2026, 6:51 AM ETSandisk Corporation (SNDK) Stock, MU Stock, MU:CA Stock, SNDK:CA Stock
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Summary
Micron benefits more directly from AI-driven HBM and DRAM scarcit
2026-05-08
www.digitimes.com
2026-05-08
digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
2026-05-08
finance.yahoo.com
2026-05-08
Yahoo Finance
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2026-05-08
www.thefastmode.com
2026-05-08
The Fast Mode
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2026-05-07
siliconangle.com
2026-05-07
SiliconANGLE
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UPDATED 15:30 EDT / MAY 06 2026
INFRA
Nvidia’s MRC: When ‘just Ethernet’ isn’t enough for gigascale AI
ANALYSIS BY ZEUS KERRAVALA
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Nvidia Corp.‘s latest networking innovations meet the needs of a new kind of network that s
2026-05-06
aibusiness.com
2026-05-06
AI Business
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2026-05-06
blogs.nvidia.com
2026-05-06
NVIDIA Blog
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2026-05-06
pulse2.com
2026-05-06
Pulse 2.0
Nscale announced an expansion of its collaboration with Microsoft and Start Campus that will deploy more than 66,000 NVIDIA Rubin GPUs at the SINES Data Campus in Portugal beginning in late 2027.The deployment of NVIDIA Vera Rubin NVL72 systems is expected to become one of the largest AI infrastructure installations in the European Union and will support Microsoft’s European customers with frontie
2026-05-06
www.newelectronics.co.uk
2026-05-06
New Electronics
Organised by the School of Electrical and Electronic Engineering and supported by semiconductor firm EnSilica and a number of industry sponsors, the initiative used the Tiny Tapeout framework to deliver practical ASIC design experience. The approach, which uses a multi-project wafer (MPW) model, enables multiple designs to be manufactured together at reduced cost.According to organisers, the event
2026-05-06
finance.yahoo.com
2026-05-06
Yahoo Finance
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2026-05-05
finance.yahoo.com
2026-05-05
Yahoo Finance
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2026-05-05
www.analyticsinsight.net
2026-05-05
Analytics Insight
2026-05-05
www.nscale.com
2026-05-05
Nscale
LONDON, UNITED KINGDOM— 5 May 2026 — Nscale is announcing an expansion of its collaboration with Microsoft and Start Campus with 66,000+ NVIDIA Rubin GPUs, starting in late 2027. This agreement builds on the deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for Microsoft.
As part of the agreement, Nscale’s additional investments of €230 million i
2026-05-05
www.prnewswire.com
2026-05-05
PR Newswire
2026-05-04
datacentremagazine.com
2026-05-04
Data Centre Magazine
2026-04-28
eetimes.com
2026-04-28
Avi Baum
Redesign your AI systems for efficiency—escape the DRAM crunch by embracing smaller, smarter models.
2026-04-01
eetimes.com
2026-04-01
Pablo Valerio
Alibaba is directly challenging global chip leaders by leveraging open-standard architecture to redefine the AI hardware landscape.