Semiconductor News & Analysis Feed
165 articles
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
digitimes.com
2026-06-09
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers, electric vehicles, industrial systems, and electrification infrastructure worldwide.
2026-06-09
tomshardware.com
2026-06-09
Luke James
About two-thirds of the 809 data centers planned across the U.S. are slated for land that has been in drought over the past year.
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
news.google.com
2026-06-08
Data Centre Magazine
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
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2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Follow-up talks come as Nvidia broadens partnerships with Korean companies beyond semiconductors
LG Group Chairman Koo Kwang-mo (left) and Nvidia CEO Jensen Huang shake hands during their meeting at LG Twin Towers on Monday. (LG Group)
LG Group Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang met Monday at LG Twin Towers in Yeouido, western Seoul, to discuss collaborations spanning robotics, AI
2026-06-08
www.tradingview.com
2026-06-08
TradingView
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2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
__fail__
2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Some of the biggest spenders on AI data centers can't put one up in their own backyard.
2026-06-05
www.electronicdesign.com
2026-06-05
Electronic Design
The independent technology information source for electronics developers
While auxiliary power supplies account for only a fraction of a modern AI server’s power budget, they remain vital. They power all of the microcontrollers, gate drivers, op amps, and other ICs responsible for control, monitoring, and other housekeeping functions that ensure system reliability, safety, and efficiency.
As AI
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic