Semiconductor News & Analysis Feed

Infineon has officially opened a €5 billion semiconductor factory in Dresden, Germany, marking one of Europe’s most significant efforts to boost domestic chip production amid surging demand for semiconductors used in electric vehicles and artificial intelligence. This move underscores Europe’s strat

The American automotive market landscape is undergoing significant transformation, with Texas quietly surpassing California to become the nation's largest auto market. This shift reflects a geographical realignment of automotive consumption patterns and signals a restructuring of the automotive supp

The surge in artificial intelligence infrastructure spending has triggered a global shortage of DRAM memory chips, significantly impacting the automotive industry. According to Kushal Fernandes, a partner at Kearney, AI companies are outbidding virtually every other sector for chip supply, leaving a

The surge in artificial intelligence infrastructure spending has triggered a global shortage of DRAM memory chips, significantly impacting the automotive industry. According to Kushal Fernandes, a partner at Kearney, AI companies are outbidding virtually every other sector for chip supply, leaving a

The semiconductor supply landscape is undergoing profound transformation amid rapid AI technology development. Kearney partner Kushal Fernandes analyzes how different industries are positioned during the DRAM memory chip shortage crisis. The analysis reveals that some sectors perform exceptionally w

As the artificial intelligence boom intensifies, the automotive industry is increasingly competing with tech giants for access to memory chips, a shift that is driving up costs and reshaping the supply chain just as automakers transition toward software-defined vehicles. This dynamic is amplifying d