Semiconductor News & Analysis Feed
161 articles
2026-06-03
energynow.ca
2026-06-03
EnergyNow
The Binding Constraint: From EUV Machines to Megawatts
June 2, 2026 EnergyNow Media
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EIR identifies five quarterly signals—from EUV tool orders to packaging utilization—that best indicate whether AI chip supply can scale through 2030
CALGARY, Alberta (June 2, 2026) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the l
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
www.energy-storage.news
2026-06-02
Energy-Storage.News
Engineering giant Siemens will develop a reference architecture purpose-built for Nvidia AI data centres, in collaboration with Fluence and incorporating nVent-aligned design considerations.
The reference design aims to translate Nvidia’s AI factory vision into a deployable, industrialised electrical, power and controls architecture for hyperscalers, co-location providers and specialised cloud in
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Infineon’s, Sensor
Infineon’s €570 Million Sensor Bet Reinforces a Rally Already Powered by AI Energy Demand
02.06.2026 - 07:43:31 | boerse-global.de
Infineon shares more than doubled in the past year, fueled by AI data-center power needs and a €570M acquisition of ams Osram's sensor portfolio, reinforcing its growth strategy.
Infineon’s €570 Million Sensor Bet Reinforces a Rally Already Powered
2026-06-02
evertiq.com
2026-06-02
Evertiq
© STMicroelectronics
General | June 02, 2026
STM’s new GaN semiconductors improve energy efficiency
Evertiq
STMicroelectronics’ new PowerGaN devices deliver high efficiency and power density to high-voltage power supplies. Engineered for a 700V operating rating, they support reliable high-power operation and higher-frequency topologies.
New gallium nitride (GaN)-based power semiconductors from ST
2026-06-02
news.google.com
2026-06-02
Barron's
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Run Hinges on a Triple-Header: Early Fab Start, Price Hikes, and an AI Energy Play
01.06.2026 - 21:01:59 | boerse-global.de
Infineon stock hits 52-week high as July 2 brings restructuring, early €5B Dresden fab opening, second price hike, and deepening Nvidia partnership driving AI infrastructure growth.
Infineon’s Record Run Hinges on a Triple-Header: Early
2026-06-02
eetimes.com
2026-06-02
Kevin Zhang said 3D integration is important, but transistor scaling remains the semiconductor industry's primary driver of performance and energy-efficiency gains.
2026-06-01
www.electronicsforyou.biz
2026-06-01
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Infineon Sees India as Key Growth Market for Green-Energy Chips
By
Nikita Kumari
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Infineon
June 1, 2026
Driven by rising demand for renewable energy and power management solutions, the chipmaker is expanding investments and local partnerships.
German semiconductor company Infineon Technologies is s
2026-06-01
www.inkworldmagazine.com
2026-06-01
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2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
www.tweaktown.com
2026-05-31
TweakTown
TSMC says energy efficiency has overtaken raw performance as the top priority for AI chip customers
TSMC's A14 process targets 20% better performance and 30% lower power than N2, as the industry shifts focus from transistor density to energy efficiency.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published May 30, 2026 7:30 PM CDT
2 minutes & 15 seconds read time
TL;DR: TSMC highlights energy effi
2026-05-30
uk.finance.yahoo.com
2026-05-30
Yahoo Finance UK
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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
2026-05-29
www.benzinga.com
2026-05-29
Benzinga
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2026-05-29
www.eco-business.com
2026-05-29
Eco-Business
Opinion Corporate Responsibility
TSMC’s renewable energy gap is putting Taiwan’s AI chip advantage at risk
Despite ambitious climate targets, the chipmaker faces a widening renewable energy shortfall that could undermine competitiveness, supply-chain resilience and Taiwan’s energy security.
A widening gap between renewable energy supply and electricity demand threatens TSMC’s climate goals, custo
2026-05-29
telecom.economictimes.indiatimes.com
2026-05-29
ET Telecom
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2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed
2026-05-29
neworleanscitybusiness.com
2026-05-29
New Orleans CityBusiness
FILE PHOTO: The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan April 9, 2026. REUTERS/Ann Wang/File Photo
A senior TSMC executive said on Thursday that surging electricity demands from AI are making energy efficiency rather than computing power the main constraint shaping future computer chip development.
Kevin Zhang, Senior