Semiconductor News & Analysis Feed
18 articles
2026-08-05
2026-07-30
finance.yahoo.com
2026-07-30
2026-07-30
2026-07-23
tomshardware.com
2026-07-23
According to a Reuters report, Intel and AMD are entering into long-term server CPU purchase agreements with Chinese customers amid rising supply constraints and price increases. Prices for certain server CPU products in China have surged over 40% since the beginning of the year, with some segments
2026-07-23
2026-07-22
www.investing.com
2026-07-22
2026-07-22
finance.biggo.com
2026-07-22
AMD is set to host its annual flagship infrastructure conference 'Advancing AI 2026' in San Francisco, marking a pivotal moment for evaluating the success of its vertically integrated hardware strategy. The event comes at a critical juncture as AMD directly challenges NVIDIA's dominance, especially
2026-07-22
2026-07-21
www.forbes.com
2026-07-21
2026-07-03
tomshardware.com
2026-07-03
Intel has confirmed price increases for selected consumer and server CPUs, citing rising supply chain costs and strong market demand. The price hikes affect both enthusiast-level processors like the Core Ultra 7 270K Plus and 250K Plus, with increases ranging from $30 to $50, and significantly impac
2026-07-01
www.investing.com
2026-07-01
Mizuho Financial Group has raised its capacity forecasts for TSMC's CoWoS (Chip on Wafer on Substrate) technology due to surging demand for server CPUs. This adjustment reflects the ongoing expansion of global data center and cloud infrastructure, coupled with enterprises' growing demand for high-pe
2026-06-28
tomshardware.com
2026-06-28
Loongson Technology has unveiled its new 16-core server processor, the 3C3000, designed for low-cost general-purpose server applications targeting small and medium-sized businesses. Built on the company’s in-house LoongArch architecture, the chip supports 16 cores and threads with clock speeds rangi
2026-06-16
www.zacks.com
2026-06-16
As AI technology advances, particularly with the widespread adoption of agentic AI in robotics, automotive, PCs, and gaming consoles, the AI server CPU chip market is experiencing unprecedented growth. BofA Global Research forecasts the server CPU market to exceed $170 billion by 2030, while NVIDIA
2026-06-16
www.tradingview.com
2026-06-16
As artificial intelligence continues to evolve, the AI infrastructure market is shifting from pure-play generative AI semiconductors to broader AI-powered data center infrastructures. The rise of agentic AI is expanding the scope of AI infrastructure providers across industries, particularly in phys
2026-06-16
finance.yahoo.com
2026-06-16
As artificial intelligence continues to evolve, the AI infrastructure market is shifting from pure-play generative AI semiconductors to broader AI-powered data center solutions. The rise of agentic AI is expanding the scope of AI infrastructure providers across industries, particularly in physical-l
2026-05-23
www.tweaktown.com
2026-05-23
AMD has confirmed that its sixth-generation EPYC 'Venice' server CPUs have entered full-scale production on TSMC's 2nm process. These processors, based on AMD's Zen 6 architecture, feature up to 256 cores, a 70% performance boost, and doubled memory bandwidth. As the first HPC product to enter volum
2026-05-22
www.tomshardware.com
2026-05-22
2026-05-11
seekingalpha.com
2026-05-11