Semiconductor News & Analysis Feed

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

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AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor. Video Muted CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes. NVIDIA’s Q1

Micron Technology (MU) Gains from Insatiable Demand For Computing Power Soumya Eswaran Wed, June 24, 2026 at 5:20 AM PDT 3 min read MU -2.93% ^GSPC -0.13% CL=F -3.85% Trade MU on Coinbase Trading disclosure Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund retu

AI computing power is surging, making power semiconductors a "rigid demand" 芯联资本 2026-06-23 14:42 Corelink Integration Holding's subsidiary Corelink Power launches 3300V SiC MOSFET On June 22nd, Xinlian Power, a subsidiary of Xinlian Integrated Holding Company, officially announced the launch of a 3300V SiC MOSFET device. This product fills a crucial gap in the application of domestic high-voltag

5.4 trillion, NVIDIA becomes the largest "landlord" in the AI sector, while big model giants are reduced to "computing power tenant farmers" 新智元 2026-06-22 08:42 The tide reveals the truth! After the AI giants' IPOs, who is swimming naked under the spotlight? When the AI myth is illuminated by the ledger, the most glaring truth finally surfaces. As the tide recedes, the carnival ends. When the se

Following the announcement in April 2026 that the AI5 chip design had been finalized, Tesla CEO Elon Musk introduced a new benchmark, stating that under yield considerations, the AI6 chip is expected to set a new record for maximum usable computing power per wafer.

NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.

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Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

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