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Infineon and Eaton partner on silicon-carbide-based solid-state transformers to support 800VDC power architectures - Data Center Dynamics

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www.datacenterdynamics.com 2026-09-30

Global semiconductor revenue hits $425bn for Q2, Omdia claims - Tech Digest

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www.techdigest.tv 2026-09-29

The Q2 2026 semiconductor revenue milestone of $425 billion represents far more than a cyclical upswing—it signals a structural repricing of the industry's growth model. The 31.4% quarter-over-quarter surge, while extraordinary, is best understood through the lens of AI infrastructure's gravitationa

Semiconductor Global Revenue AI Infrastructure Memory Chips DRAM NAND Flash NOR Flash MPU

Infineon Technologies : and Eaton leverage silicon carbide technology to advance solid-state transformers for 800 VDC AI data center power architectures - marketscreener.com

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www.marketscreener.com 2026-09-29

EVAS Raises $295M to Expand RISC-V AI Architecture - Electropages

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www.electropages.com 2026-09-29

ERS electronic Unveils Fully Automated 310 x 310 mm Panel-Level Packaging System to Power AI and Chiplet Architectures - Macau Business

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macaubusiness.com 2026-09-29

ERS electronic Unveils Fully Automated 310 x 310 mm Panel-Level Packaging System to Power AI and Chiplet Architectures - The Manila Times

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www.manilatimes.net 2026-09-29

Micron Earnings Preview: Can AI Memory Demand Sustain Its Boom? Wall Street Highest Target Hits $2,000 - TradingKey

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www.tradingkey.com 2026-09-28

Micron's upcoming Q4 FY2026 earnings report arrives at a pivotal inflection point for the memory industry. The company is riding an unprecedented wave of AI-driven demand, with DRAM and NAND revenues projected to surge 300–400% year-over-year and gross margins potentially touching 87%. This represen

Micron Technology Earnings Preview AI Memory HBM DRAM NAND High Bandwidth Memory Data Center

Qualcomm, Google Redesign PC Architecture for Agentic AI - thelec.net

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www.thelec.net 2026-09-27

The Qualcomm-Google partnership to redesign PC architecture for agentic AI represents a fundamental paradigm shift in computing, moving from user-directed instruction execution to autonomous agent-driven workflows. This signals that next-generation personal computing will be defined not by raw throu

Qualcomm Google Agentic AI PC Architecture Snapdragon TSMC Samsung Electronics DDR5

AI Chip Market for Data Centers to Hit $860 Billion by 2030 - Seoul Economic Daily

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en.sedaily.com 2026-09-27

The Korea Export-Import Bank's latest analysis highlights a structural shift in the AI chip landscape: the center of gravity is moving from training-focused GPUs to inference-optimized NPUs, a transition poised to reshape competitive dynamics. With the data center AI chip market projected to nearly

AI Chips Data Center NPU Inference Korea Semiconductor Nvidia Chip Design Middle East Market

Shuttered Eugene chip factory hits market again after latest plans stall - OregonLive.com

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www.oregonlive.com 2026-09-26

AMD and Micron Get New Price Targets as Taiwan Chip Exports Hit Record $30.8B - finance.yahoo.com

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finance.yahoo.com 2026-09-25

SiC Power Semiconductor Market Size to Hit USD 33.29 Billion by 2035 at 27% CAGR | Report by SNS Insider - GlobeNewswire

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www.globenewswire.com 2026-09-24

China’s ultimate gaming GPU hits a performance wall

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tomshardware.com 2026-09-24

The Lisuan Tech LX 7G100 benchmark results offer a sobering snapshot of China's GPU ambitions versus reality. Despite leveraging TSMC's N6 process and paper specifications that approach the RTX 3060, the card delivers only 34% of RTX 5060 performance—essentially matching hardware from 2017. This 2x

GPU Gaming Graphics Card Benchmark Domestic Chip Driver Optimization FinFET GDDR6 Shader Units

Can Nvidia stock really hit $333 in September 2027? - Yahoo Finance UK

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news.google.com 2026-09-24

Micron Wall Street Target Hits $2,000 as Traders Pile In Before Earnings - Yahoo Finance

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news.google.com 2026-09-23

Micron Wall Street Target Hits $2,000 as Traders Pile In Before Earnings - 24/7 Wall St.

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247wallst.com 2026-09-23

Why Is NVIDIA Getting Cheaper While Apple Hits New All-Time Highs - Yahoo Finance

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