Semiconductor News & Analysis Feed

According to Digitimes, the capital expenditure of the world's nine largest cloud service providers is projected to increase by approximately 90% year-over-year in 2026, driven primarily by surging demand for AI servers. Compared to conventional servers, AI servers require significantly more power a

Alchip Technologies Chairman Johnny Shen believes the next phase of the AI boom may belong to more specialized chip types, signaling a significant industry shift. While GPUs have dominated the past three years of AI development, ASICs are emerging as a potential growth driver exceeding the broader G