Semiconductor News & Analysis Feed

8 articles
2026-09-01
digitimes.com 2026-09-01
2026-08-29
www.fool.com 2026-08-29
2026-08-27
fortune.com 2026-08-27
2026-08-27
www.forbes.com 2026-08-27
2026-08-04
drrobertcastellano.substack.com 2026-08-04
2026-08-04
www.wsj.com 2026-08-04
2026-06-29
www.zacks.com 2026-06-29
Micron is strengthening its position in the data center sector amid the AI revolution, particularly in AI servers and cloud infrastructure. The company's advanced AI memory and storage products, such as HBM4, HBM4E, high-capacity DDR5 RDIMMs, and next-generation PCIe Gen6 SSDs, are enabling it to ca
2026-06-26
www.pcmag.com 2026-06-26
Qualcomm has officially entered the data center market with a new product lineup, including the Dragonfly CPU and AI accelerators, aiming to expand beyond its traditional mobile processor domain. The company's High-Bandwidth Compute (HBC) architecture is designed to overcome the memory bottleneck in