Semiconductor News & Analysis Feed

According to a recent Gartner forecast, AI data center spending will account for more than half of global semiconductor revenue within the next four years, up from 36.5% in 2026. This shift reflects a fundamental change in where semiconductor value is created and how industry demand is evolving. Whi

A US startup backed by NVIDIA plans to build data centers in space, providing 20GW of computing capacity. This innovation marks a significant expansion of the semiconductor industry into space computing, heralding fundamental changes in data center architecture. As AI and big data processing demands

Recent incidents across the U.S. have highlighted the severe security risks faced by local officials supporting AI data center projects, including death threats and even gunfire. In Marshall, Michigan, city council members received credible death threats after passing a one-year moratorium on new da