Semiconductor News & Analysis Feed
865 articles
2026-06-19
tomshardware.com
2026-06-19
Zhiye Liu
As part of an experiment, an enthusiast has written one petabyte of data on a legacy Sandisk P4 SATA II SSD that was released 16 years ago.
2026-06-19
pandaily.com
2026-06-19
Pandaily
categories.technology
Silicon Carbide Enters the AI Era: Powering the Next Generation of Data Centers
Published:
June 19, 2026
Reading Time:
2 min read
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The silicon carbide device market is projected to reach $11 billion by 2031, driven by AI data center power demands, EV adoption, and renewable energy, with Chinese players rapidly expanding m
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
FUNDING & BUSINESS
infineon
power semiconductors
data centers
siC gan
Infineon Expands AI Investments, Targets Data Center Revenue Growth
3 sources
|
June 19, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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TradingView reports that Infineon Technologies is increasing AI-related investment to about €2.7 billion in the current fiscal year, up from a p
2026-06-19
www.msn.com
2026-06-19
MSN
chip market-data
SEOUL, June 19 (Yonhap) -- The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is projected to reach 1,500 trillion won (US$975 billion) in 2026, up 4.2 times from 360 trillion won recorded last year, accor
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
INFRASTRUCTURE
memory chips
dram
nand
ai infrastructure
Global Memory Chip Market Grows Fourfold in 2026
2 sources
|
June 19, 2026
6.8
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
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Counterpoint Research data, as reported by Yonhap and The Korea Times, projects the global memory chip market will reach approximately 1,500 trillion won in 2026, a 4.2-times i
2026-06-19
www.koreatimes.co.kr
2026-06-19
The Korea Times
A highest-capacity, high-bandwidth 16-High HBM3E memory chip from SK hynix is seen at this studio photograph in San Francisco, California, Aug. 6, 2025. Reuters-Yonhap
The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is
2026-06-19
www.koreatimes.co.kr
2026-06-19
The Korea Times
A highest-capacity, high-bandwidth 16-High HBM3E memory chip from SK hynix is seen at this studio photograph in San Francisco, California, Aug. 6, 2025. Reuters-Yonhap
The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is
2026-06-19
en.yna.co.kr
2026-06-19
Yonhap News Agency
SEOUL, June 19 (Yonhap) -- The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is projected to reach 1,500 trillion won (US$975 billion) in 2026, up 4.2 times from 360 trillion won recorded last year, according to data from
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
digitimes.com
2026-06-19
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to rising expectations for Qualcomm’s June 24, 2026 Investor Day and growing optimism around its push into AI data center chips. This could also be because investors are reacting to a fresh bullish price-target increase and the view that management ma
2026-06-18
www.datacenterdynamics.com
2026-06-18
Data Center Dynamics
Chip designer Qualcomm is exploring an acquisition of AI chip firm Tenstorrent.
As reported by The Information and citing a source with direct knowledge of the deal, the two companies are in discussions regarding an acquisition.
– Qualcomm
According to the report, the deal could see Tenstorrent valued between $8 and $10 billion, though the talks remain ongoing and the price. The deal could be a
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
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2026-06-18
Bloomberg.com
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2026-06-18
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2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
__fail__
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
사진 확대
Samsung Electronics' System LSI Business said it has set profitability improvement as its top priority after posting record quarterly sales in the first quarter of this year. It also said it plans to enter the AI data center market and expand its mobile-centered business structure into the future infrastructure sector.
At a business briefing held on the 18th, Yong-In Park, president and hea