Semiconductor News & Analysis Feed
576 articles
2026-06-02
www.electronicsforyou.biz
2026-06-02
Electronics For You BUSINESS
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2026-06-02
www.digitimes.com
2026-06-02
digitimes
Power Integrations (PI) has announced two ultra-thin, compact auxiliary power supply (PSU) reference designs built for 800VDC AI data centers. PI principal training engineer Jason Yan said the ultra-compact solution, designed for Nvidia Kyber liquid-cooled...
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-06-01
press.siemens.com
2026-06-01
Siemens press
Press Release
01 June 2026
Smart Infrastructure
Zug
Siemens and partners develop reference architecture purpose-built for NVIDIA AI data centers
UL-aligned reference architecture developed by Siemens, NVIDIA, and Fluence
DSX Vera Rubin AI factory reference design NVL72 focuses infrastructure requirements on speed, efficiency, and reliability
Siemens – together with NVIDIA and Fluence, and incorpor
2026-06-01
www.datacenterdynamics.com
2026-06-01
Data Center Dynamics
Workers at a South Korean semiconductor factory operated by SK Hynix were impacted by a fluorine gas leak at the site.
Citing a fire official, Yonhap News Agency reported that 3,600 employees were evacuated following a gas leak, which occurred after a fire broke out at the facility.
SK Hynix Cheongju campus
– SK Hynix
The fire has since been contained, and seven workers were taken to a hospital
2026-06-01
tomshardware.com
2026-06-01
Jake Roach
Intel is putting its 18A node into the data center with new Xeon 6+ Clearwater Forest CPUs, which pack up to 288 E-cores for dense compute.
2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-31
tomshardware.com
2026-05-31
Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Microchip's power semiconductor products. (Photo: Microchip)
Microchip said on May 26 that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformers (SSTs) used in artificial intelligence (AI) data centers. The company did not disclose the customer.
An SST is a transformer system that performs voltage conversion and rectification using power semiconductor switching within a sing
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Rally
Infineon’s Rally Runs on Twin Tracks: AI Data Centers and Humanoid Robots
31.05.2026 - 06:04:12 | boerse-global.de
Infineon shares hit €81.81 after 47% May gain, fueled by AI infrastructure spending and new humanoid robot power electronics opportunity, but valuation at 43x P/E raises analyst caution.
Aktivrente und höhere Pensionen: So profitieren Rentner 2026 - Foto: über boer
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-30
uk.finance.yahoo.com
2026-05-30
Yahoo Finance UK
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2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-30
www.thenews.com.pk
2026-05-30
The News International
www.thenews.com.pk
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2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
TSMC customers are more focused on making their hardware energy efficient than any other metric of improvement, Kevin Zhang, deputy co-chief operations officer and SVP at TSMC, said during the company’s Technology Symposium in Amsterdam on May 28.
Speaking during a press briefing, Zhang said that across the board – from Edge to mobile, IoT, HPC, or in the data center – customers want “more energy