Semiconductor News & Analysis Feed

As AI technology advances, particularly with the widespread adoption of agentic AI in robotics, automotive, PCs, and gaming consoles, the AI server CPU chip market is experiencing unprecedented growth. BofA Global Research forecasts the server CPU market to exceed $170 billion by 2030, while NVIDIA

As artificial intelligence continues to evolve, the AI infrastructure market is shifting from pure-play generative AI semiconductors to broader AI-powered data center infrastructures. The rise of agentic AI is expanding the scope of AI infrastructure providers across industries, particularly in phys

As artificial intelligence continues to evolve, the AI infrastructure market is shifting from pure-play generative AI semiconductors to broader AI-powered data center solutions. The rise of agentic AI is expanding the scope of AI infrastructure providers across industries, particularly in physical-l