Semiconductor News & Analysis Feed
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
Financial Times
2026-06-04
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2026-06-04
Financial Times
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semiengineering.com
2026-06-04
Liz Allan
Satellite constellations with extra onboard compute are several steps away from handlin...
2026-06-04
asiatimes.com
2026-06-04
Asia Times
Washington has moved to close a one-year-old loophole that allowed Chinese technology companies to acquire banned high-end Nvidia graphics processing units (GPUs) by routing purchases through subsidiaries based in Singapore and Malaysia.
The US Commerce Department’s Bureau of Industry and Security (BIS) issued guidance on May 31 clarifying that export licenses are required for advanced computing
2026-06-04
www.bgr.com
2026-06-04
bgr.com
Technology
Artificial Intelligence
This Tech Startup Wants To Put A Mini Nvidia Data Center In Your Home - Here's Why
By Joshua Hawkins June 3, 2026 2:47 pm EST
Span
Massive data centers are popping up everywhere across the U.S. these days, including Meta's newest data center in Louisiana that's as big as 70 football fields. As AI expands its reach, the need for these data centers is only going
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-03
letsdatascience.com
2026-06-03
Let's Data Science
INFRASTRUCTURE
amkor
advanced packaging
osat
chips act
Amkor Technology Trades Cheap Despite AI Packaging Importance
1 sources
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June 3, 2026
6.9
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Seeking Alpha reports that Amkor Technology (AMKR) trades at about 2.35x forward revenue and, in the article's thesis, is growing at 27.5% year-over-year, positioning
2026-06-03
eetimes.com
2026-06-03
Low-power memory has evolved from its mobile device roots to meet the demands of AI data centers.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
pv-magazine-usa.com
2026-06-03
pv magazine USA
Anew reference design to support fast deployment of AI infrastructure with battery energy storage system (BESS) support has been developed by Siemens, Nvidia and Fluence.
Siemens announced the new DSX Vera Rubin AI factory reference design has been created to support the deployment of high energy density data centers.
Power densities in data centers are expected to increase significantly as the
2026-06-03
datacentremagazine.com
2026-06-03
Data Centre Magazine
NVIDIA and Corning have formed a multi-year commercial and technology partnership to expand US manufacturing of advanced optical connectivity solutions.
The agreement includes US$500m in investment from NVIDIA, according to The Wall Street Journal.
The partnership is set to create three new manufacturing sites and more than 3,000 jobs. Corning's stock rose 17% after the announcement.
These conf
2026-06-03
www.bisinfotech.com
2026-06-03
Bisinfotech
Home/ Data Center/Infineon Expands SiC Solutions for AI Data Centers
Infineon Expands SiC Solutions for AI Data Centers
Vaishali Chauhan June 3, 2026
2 minutes read
Infineon Technologies AG is expanding its CoolSiC JFET portfolio in response to growing demand from AI data centers and the shift towards solid-state power protection. With new devices, package options and configurations, the comp
2026-06-03
www.ad-hoc-news.de
2026-06-03
AD HOC NEWS
Infineon’s, New
Infineon’s New Silicon Carbide Chips Target the Power Grid Inside AI Data Centers
03.06.2026 - 10:00:53 | boerse-global.de
Infineon introduces 750V/1200V CoolSiC JFETs for AI data center power infrastructure, enabling solid-state circuit breakers and hot-swap designs; shares surged 129% YTD.
Unity setzt auf KI: Von Spielen bis zur Fabrik - Bild: über boerse-global.de
Infineon is
2026-06-03
www.eenewseurope.com
2026-06-03
eeNews Europe
Siemens has teamed up with NVIDIA, Fluence and nVent to develop a reference architecture for next-generation AI data centers built around NVIDIA’s DSX Vera Rubin NVL72 platform. The design is aimed at hyperscalers, colocation operators and cloud providers looking to deploy high-density AI infrastructure at scale.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.bisinfotech.com
2026-06-03
Bisinfotech
Home/ Semiconductor Component/ Power Electronics/ AC-DC / DC-DC / Converters/Infineon Unveils 24 kW SiC Backup Unit for AI Data Centers
Infineon Unveils 24 kW SiC Backup Unit for AI Data Centers
Vaishali Chauhan June 3, 2026
2 minutes read
Infineon Technologies AG introduces a 24-kW battery backup unit (BBU) DC-DC reference design for high-voltage (HV) DC bus architectures in artificial intel