Semiconductor News & Analysis Feed
231 articles
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
en.clickpetroleoegas.com.br
2026-06-10
CPG Click Petróleo e Gás
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Samsung eyes strategic chip factory in South Korea and could shake up the global AI landscape with advancements in HBM memories and advanced packaging.
Written by
Caio Aviz
Published on
10/06/2026 at 08:11
Artificial Intelligence (AI)
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Possible investment in Gwangju could place Samsu
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.
2026-06-10
semiengineering.com
2026-06-10
Bryon Moyer
CXL is also gaining traction in AI processing, while MIPI and others are growing at the...
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-10
tomshardware.com
2026-06-10
Jeffrey Kampman
After first announcing its scarily capable Mythos Preview model back in April, Anthropic is releasing a public version of Mythos, called Fable 5, that it says is "safe for general use."
2026-06-10
aws.amazon.com
2026-06-10
Amazon Web Services (AWS)
Scale Robot Reinforcement Learning with NVIDIA Isaac Lab on Amazon SageMaker AI
by Roy Allela and Nicolas Jourdan on 09 JUN 2026 in Amazon SageMaker AI, Technical How-to Permalink Share
Physical AI is moving from research into production. Robots are increasingly trained in high-fidelity simulation before being deployed to factories, warehouses, and logistics centers, because training in the real
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
As AI infrastructure scales, enterprise expectations for operational maturity are increasing. Organizations expect these systems to be provisionable, observable, secure, and manageable at scale—the same standard applied to all critical infrastructure. The moment an AI system moves from development into enterprise deployment, that operational foundation is essential.
NVIDIA DGX Spark and NVIDIA GB
2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Deloitte, Nvidia launch Adopt 100 to scale AI adoption
Deloitte and Nvidia plan to expand the pool to 100 startups. Credit: Photo For Everything/Shutterstock.com. · International Accounting Bulletin · Photo For Everything/Shutterstock.com.
Ellichipuram Umesh
Tue, June 9, 2026 at 3:02 AM PDT 2 min read
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Deloitte has launched the Adopt 100 init
2026-06-09
www.internationalaccountingbulletin.com
2026-06-09
International Accounting Bulletin
News
Deloitte, Nvidia launch Adopt 100 to scale AI adoption
The initiative will integrate Nvidia-accelerated AI products from selected startups into Deloitte’s client offerings.
Ellichipuram Umesh
June 9, 2026
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Deloitte and Nvidia plan to expand the pool to 100 startups. Credit: Photo For Everything/Shutterstock.com.
Deloitte has lau
2026-06-09
www.eenewseurope.com
2026-06-09
eeNews Europe
Japanese power semiconductor supplier ROHM Semiconductor is expanding its gallium nitride (GaN) manufacturing capabilities through a new production partnership with German equipment maker AIXTRON. The move will see ROHM bring GaN epitaxy in-house at its Hamamatsu plant in Japan using AIXTRON’s G10-GaN deposition platform.
2026-06-09
www.computerweekly.com
2026-06-09
Computer Weekly
TAWATCHAI1990 - STOCK.ADOBE.COM
TAWATCHAI1990 - STOCK.ADOBE.COM
NEWS
SKT teams up with Nvidia on gigawatt-scale AI cloud
The Korean telco continues its push to become a global AI powerhouse, leveraging Nvidia’s DSX architecture to build an AI factory for sovereign workloads and token generation
By
Aaron Tan, Informa TechTarget
Published: 09 Jun 2026 3:19
South Korean telecoms giant SK Telecom (
2026-06-09
semiengineering.com
2026-06-09
Anne Meixner
Scaling to tens of millions of CPO units per year requires the industry to first settle...
2026-06-09
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.