Semiconductor News & Analysis Feed

4 articles
2026-09-02
finance.yahoo.com 2026-09-02
2026-08-25
www.constructiondive.com 2026-08-25
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
2026-08-25
www.ciodive.com 2026-08-25
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
2026-07-31
digitimes.com 2026-07-31