162 articles
2026-05-06
digitimes.com
2026-05-06
AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.
2026-05-06
digitimes.com
2026-05-06
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue
2026-05-06
digitimes.com
2026-05-06
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data and media reports. Revenue reached US$10.25 billion, while net profit rose to US$1.38 billion, reflecting robust year-on-year growth across key metrics.
2026-05-06
digitimes.com
2026-05-06
Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also shining new light on Southeast Asia's limited front-end manufacturing base, as SEMI urges the region to add more fabs to reduce chip supply-chain concentration in China and Taiwan.
2026-05-06
www.chosun.com
2026-05-06
조선일보
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2026-05-06
www.msn.com
2026-05-06
MSN
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2026-05-06
www.stocktitan.net
2026-05-06
Stock Titan
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2026-05-06
www.inc.com
2026-05-06
inc.com
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2026-05-06
news.google.com
2026-05-06
Business Wire
2026-05-05
www.chosun.com
2026-05-05
조선일보
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2026-05-05
investingnews.com
2026-05-05
Investing News Network
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2026-05-05
tomshardware.com
2026-05-05
Etiido Uko
Panthalassa raises $140M to build wave-powered offshore nodes that generate electricity and run AI workloads at sea, tackling data center energy and cooling challenges.
2026-05-05
hothardware.com
2026-05-05
HotHardware
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2026-05-05
www.datacenterdynamics.com
2026-05-05
Data Center Dynamics
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2026-05-05
www.investing.com
2026-05-05
Investing.com
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2026-05-05
news.google.com
2026-05-05
CNBC
2026-05-05
www.datacenterdynamics.com
2026-05-05
Data Center Dynamics
2026-05-05
digitimes.com
2026-05-05
The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead of formal standardization. The industry is coordinating closely across chip designers, substrate manufacturers, and controller IP providers to prepare for the transition from DDR5, which is now entering maturity in data
2026-04-27
eetimes.com
2026-04-27
Aoife Foley
Future data centers must become system-aware to survive AI, 5G, and the global energy crunch.
2026-04-24
eetimes.com
2026-04-24
Yashasvini Razdan
SUSE's uniform Linux kernel delivers scalable, secure infrastructure from the edge to the data center.