Semiconductor News & Analysis Feed

According to a recent Gartner forecast, AI data center spending will account for more than half of global semiconductor revenue within the next four years, up from 36.5% in 2026. This shift reflects a fundamental transformation in how semiconductor value is created and how industry demand is evolvin

According to a recent Gartner forecast, AI data center spending will account for more than half of global semiconductor revenue within the next four years, up from 36.5% in 2026. This shift reflects a fundamental change in where semiconductor value is created and how industry demand is evolving. Whi

NVIDIA's Groq 3 LPX processor has entered full production, delivering world-class computing speed for agentic AI applications. This represents a significant breakthrough in AI computing, particularly for complex agent-based AI tasks. The product's advanced chip architecture significantly enhances AI