Semiconductor News & Analysis Feed
259 articles
2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-06-01
press.siemens.com
2026-06-01
Siemens press
Press Release
01 June 2026
Smart Infrastructure
Zug
Siemens and partners develop reference architecture purpose-built for NVIDIA AI data centers
UL-aligned reference architecture developed by Siemens, NVIDIA, and Fluence
DSX Vera Rubin AI factory reference design NVL72 focuses infrastructure requirements on speed, efficiency, and reliability
Siemens – together with NVIDIA and Fluence, and incorpor
2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-06-01
tomshardware.com
2026-06-01
Jeffrey Kampman
Unusual memory choice brings lots of AI data closer to the chip for efficiency
2026-05-31
tomshardware.com
2026-05-31
Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Microchip's power semiconductor products. (Photo: Microchip)
Microchip said on May 26 that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformers (SSTs) used in artificial intelligence (AI) data centers. The company did not disclose the customer.
An SST is a transformer system that performs voltage conversion and rectification using power semiconductor switching within a sing
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Rally
Infineon’s Rally Runs on Twin Tracks: AI Data Centers and Humanoid Robots
31.05.2026 - 06:04:12 | boerse-global.de
Infineon shares hit €81.81 after 47% May gain, fueled by AI infrastructure spending and new humanoid robot power electronics opportunity, but valuation at 43x P/E raises analyst caution.
Aktivrente und höhere Pensionen: So profitieren Rentner 2026 - Foto: über boer
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
www.thenews.com.pk
2026-05-30
The News International
www.thenews.com.pk
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Privacy
2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-29
www.engineering.com
2026-05-29
Engineering.com
www.engineering.com
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2026-05-29
pluang.com
2026-05-29
Pluang
Isabelle Hudon’s CEO mandate at BDC renewed through 2030 to support Canadian entrepreneurs amid uncertainty
Isabelle Hudon's term as CEO of the Business Development Bank of Canada (BDC) has been extended until 2030. Since her appointment in 2021, Hudon has expanded BDC's client base by nearly 50% and launched key initiatives supporting Canadian SMEs, inclu...
Company Fundamentals
Bullish
·
20 mi
2026-05-29
pluang.com
2026-05-29
Pluang
Semiconductor demand soars as AI drives record growth, says Applied Materials CEO
Applied Materials CEO Gary Dickerson stated the semiconductor industry is experiencing its strongest period ever, fueled by unprecedented demand from artificial intelligence (AI). The company, a key supplier of semiconductor manufacturing equipment, ...
Market News
Bullish
·
12 hours ago
2026-05-29
www.stocktitan.net
2026-05-29
Stock Titan
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2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
2026-05-28
www.eenewseurope.com
2026-05-28
eeNews Europe
Toshiba has started test-sample shipments of a 1200V trench-gate SiC MOSFET aimed at power supply systems in AI data centres. The TW007D120E is housed in a QDPAK top-side cooled package and is designed to support higher current capability, improved thermal performance and higher power density in the power stage.
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
Advanced Semiconductor Engineering (ASE) has unveiled its industry-first automated panel-level packaging (PLP) system, a development poised to reshape global artificial intelligence (AI) and high-performance computing supply chains by significantly improving chip integration speeds and manufacturing efficiency for AI data centers and cloud infrastructure providers.