Semiconductor News & Analysis Feed
1166 articles
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost
Baseten, Cognition, Deep Infra, Digital Ocean, Hippocratic AI, Together AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem.
June 30, 2026 by Amr Elmeleegy
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As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specific
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost
Baseten, Cognition, Deep Infra, Digital Ocean, Hippocratic AI, Together AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem.
June 30, 2026 by Amr Elmeleegy
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As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specific
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.techdigest.tv
2026-06-30
Tech Digest
IBM ANNOUNCES POWERFUL NEW SUB-1 NM CHIP DESIGN
30 June 2026Tech Digest CorrespondentComputers
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IBM has set tech tongues wagging with the announcement of a new chip design. The US-tech company has said the new design will enable manufacturers to pack 100 billion transistors into a single silicon chip the size of a fingernail.
Chips are measured in nanometres, one billionth of a metre. The c
2026-06-30
www.semiconductor-today.com
2026-06-30
Semiconductor Today
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2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
www.digitimes.com
2026-06-30
digitimes
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM...
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2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-29
www.snsinsider.com
2026-06-29
SNS Insider
The Power Module Packaging market is showing significant growth due to an increase in the usage of electric vehicles, implementation of renewable energy, AI-based data centers, and industrial electrification. Power module packaging technology plays an essential part in improving thermal management, reliability, energy density, and energy efficiency of today's power electronics systems. Adoption of
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-29
www.daily-sun.com
2026-06-29
daily-sun.com
www.daily-sun.com
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2026-06-29
www.tradingview.com
2026-06-29
TradingView
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Reuters
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Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
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India's June fuel consumption slips 3.7% from previous month
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HSBC
2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Infineon Named Company to Beat in AI Data Center Power
By TimesTech -
June 29, 2026
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In a recent report AI Vendor Race Infineon Is the Company to Beat in AI Data Center Power Semiconductors, Gartner examined the fast-evolving market for AI data center power semiconductors and identified Infineon Technologies AG as “the company to beat” in this space. The report cites Infineon
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Kyeong-pil
Published 2026.06.29. 08:57
Updated 2026.06.30. 11:50
People Power Party lawmaker Ahn Cheol-soo attends the party's general meeting of lawmakers held at the National Assembly on the 18th. /Newsis
Ahn Cheol-soo, a People Power Party lawmaker, claimed on the 29th that the government-led semiconductor investments by Samsung Electronics and SK Hynix in the Honam region would "produ