Semiconductor News & Analysis Feed
567 articles
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
Is Elon trying to buy goodwill through discounted internet access?
2026-07-01
eetimes.com
2026-07-01
OxCore GPU IP is up and running on FPGA today, CEO Raja Koduri told EE Times.
2026-07-01
www.technewsworld.com
2026-07-01
technewsworld.com
2026-07-01
www.fastcompany.com
2026-07-01
Fast Company
2026-07-01
datacenters.economictimes.indiatimes.com
2026-07-01
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-07-01
www.datacenterdynamics.com
2026-07-01
Data Center Dynamics
AI infrastructure is rapidly pushing rack densities beyond the limits of traditional cooling approaches.
This whitepaper explores how thermal requirements will evolve alongside NVIDIA's GPU roadmap, from Blackwell to Rubin and beyond, helping operators understand when to transition from air cooling to liquid cooling technologies.
Read now to discover:
When air cooling reaches its practical limi
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
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Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon, Named
Infineon Named Company to Beat in AI Data Center Power Chips as Shares Surge 114% YTD
Veröffentlicht: 30.06.2026 um 22:13 Uhr, Redaktion boerse-global.de
Gartner names Infineon top AI data center power semiconductor player. Stock surges 114% YTD, with €2.5B AI revenue target for FY2027 and new gate driver launch.
Infineon - Infineon Named Company to Beat in AI Data Center Power C
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-06-30
www.datacenterdynamics.com
2026-06-30
Data Center Dynamics
US chipmaker Onsemi has acquired Synaptics in an all-stock transaction valued at around $7 billion.
The deal is expected to close by mid-2027, subject to approval from Synaptics stockholders.
– Onsemi
In a statement, Onsemi said that adding Synaptics’ differentiated Edge AI compute franchise will allow it to extend its capabilities beyond power and sensing to intelligent systems, “delivering gr
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
Dominic Toretto would be stealing servers, not TVs and VCRs, if The Fast and the Furious was set today.
2026-06-30
finimize.com
2026-06-30
Finimize
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2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
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