Semiconductor News & Analysis Feed
237 articles
2026-07-14
digitimes.com
2026-07-14
AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.
2026-07-14
digitimes.com
2026-07-14
The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation AI infrastructure.
2026-07-14
digitimes.com
2026-07-14
Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.
2026-07-14
news.google.com
2026-07-14
Embedded Computing Design
2026-07-13
tomshardware.com
2026-07-13
Etiido Uko
Meta is expanding Hyperion from 2 GW to 5 GW, lifting its Louisiana investment above $50 billion as it races to secure more AI computing capacity.
2026-07-13
news.google.com
2026-07-13
finance.biggo.com
2026-07-13
eetimes.com
2026-07-13
AI, heterogeneous integration, silicon photonics, chiplets, and quantum computing are converging to define the next generation of complex systems.
2026-07-13
news.google.com
2026-07-13
finance.biggo.com
2026-07-13
digitimes.com
2026-07-13
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div
2026-07-12
digitimes.com
2026-07-12
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the next major battlegrounds in AI infrastructure.
2026-07-11
finance.biggo.com
2026-07-11
finance.biggo.com
2026-07-11
digitimes.com
2026-07-11
South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the p
2026-07-10
digitimes.com
2026-07-10
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
www.qualcomm.com
2026-07-10
Qualcomm
2026-07-09
digitimes.com
2026-07-09
Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.
2026-07-09
digitimes.com
2026-07-09
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
2026-07-09
digitimes.com
2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
digitimes.com
2026-07-09
Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.
2026-07-09
semiengineering.com
2026-07-09
Bryon Moyer
It's slowly emerging from research and heading toward high-volume production.