Semiconductor News & Analysis Feed
867 articles
2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-02
letsdatascience.com
2026-06-02
Let's Data Science
INFRASTRUCTURE
nvidia
rtx spark
pc chips
mediatek
Nvidia Unveils RTX Spark Targeting PC Chip Market
14 sources
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June 1, 2026
8.0
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Photo: cdn.benzinga.com · rights & takedowns
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Nvidia unveiled the RTX Spark superchip at GTC Taipei on May 31, 2026, positioning the product as a Windows PC processor purpose-built for local AI agents, creators and gamers, according to
2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
INFRASTRUCTURE
intel
crescent island
ai inference
lpddr5
Intel plans Crescent Island AI GPU launch
3 sources
|
June 1, 2026
7.2
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Photo: static.seekingalpha.com · rights & takedowns
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According to the Financial Times, Intel plans to start shipping its new "Crescent Island" AI inference GPU in limited quantities by the end of 2026, after an 18-month development proce
2026-06-01
press.siemens.com
2026-06-01
Siemens press
Press Release
01 June 2026
Smart Infrastructure
Zug
Siemens and partners develop reference architecture purpose-built for NVIDIA AI data centers
UL-aligned reference architecture developed by Siemens, NVIDIA, and Fluence
DSX Vera Rubin AI factory reference design NVL72 focuses infrastructure requirements on speed, efficiency, and reliability
Siemens – together with NVIDIA and Fluence, and incorpor
2026-06-01
www.datacenterdynamics.com
2026-06-01
Data Center Dynamics
Workers at a South Korean semiconductor factory operated by SK Hynix were impacted by a fluorine gas leak at the site.
Citing a fire official, Yonhap News Agency reported that 3,600 employees were evacuated following a gas leak, which occurred after a fire broke out at the facility.
SK Hynix Cheongju campus
– SK Hynix
The fire has since been contained, and seven workers were taken to a hospital
2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-06-01
www.businessinsider.com
2026-06-01
Business Insider
Foreign hiring has slowed across tech, with the Trump administration's immigration crackdown prompting some firms to reduce H-1B visa sponsorships.
Nvidia, one of the most coveted employers in the field, appears largely undeterred. Federal filings suggest Nvidia is spending aggressively to maintain its lead in the AI race, hiring across both hardware and software roles while also staffing up on c
2026-06-01
www.hungarianconservative.com
2026-06-01
Hungarian Conservative
Nvidia unveiled a new artificial intelligence chip on Monday that brings advanced AI capabilities directly to laptops and desktop computers, marking a significant step in the company’s effort to reshape personal computing for the AI era.
Speaking in Taiwan ahead of the annual Computex exhibition, Nvidia Chief Executive Jensen Huang introduced the RTX Spark PC chip, which is expected to begin ship
2026-06-01
tomshardware.com
2026-06-01
Jake Roach
Intel is putting its 18A node into the data center with new Xeon 6+ Clearwater Forest CPUs, which pack up to 288 E-cores for dense compute.
2026-06-01
tomshardware.com
2026-06-01
Jeffrey Kampman
Unusual memory choice brings lots of AI data closer to the chip for efficiency
2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
POLICY & REGULATION
export controls
nvidia
semiconductors
china
U.S. Tightens Controls on Nvidia AI Chip Exports
8 sources
|
June 1, 2026
8.2
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Photo: michaelwest.com.au · rights & takedowns
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The U.S. Department of Commerce posted weekend guidance clarifying that export license requirements for advanced AI semiconductors apply to entities headquartered in China eve
2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-31
tomshardware.com
2026-05-31
Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Microchip's power semiconductor products. (Photo: Microchip)
Microchip said on May 26 that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformers (SSTs) used in artificial intelligence (AI) data centers. The company did not disclose the customer.
An SST is a transformer system that performs voltage conversion and rectification using power semiconductor switching within a sing
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Rally
Infineon’s Rally Runs on Twin Tracks: AI Data Centers and Humanoid Robots
31.05.2026 - 06:04:12 | boerse-global.de
Infineon shares hit €81.81 after 47% May gain, fueled by AI infrastructure spending and new humanoid robot power electronics opportunity, but valuation at 43x P/E raises analyst caution.
Aktivrente und höhere Pensionen: So profitieren Rentner 2026 - Foto: über boer
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-30
uk.finance.yahoo.com
2026-05-30
Yahoo Finance UK
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