Semiconductor News & Analysis Feed
867 articles
2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-30
www.thenews.com.pk
2026-05-30
The News International
www.thenews.com.pk
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2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-30
virtualizationreview.com
2026-05-30
Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable.
The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex
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
tomshardware.com
2026-05-29
Etiido Uko
The company had been secretly deploying the design in its data centers since last year
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
ca.investing.com
2026-05-29
Investing.com Canada
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2026-05-29
www.engineering.com
2026-05-29
Engineering.com
www.engineering.com
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2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
pluang.com
2026-05-29
Pluang
Isabelle Hudon’s CEO mandate at BDC renewed through 2030 to support Canadian entrepreneurs amid uncertainty
Isabelle Hudon's term as CEO of the Business Development Bank of Canada (BDC) has been extended until 2030. Since her appointment in 2021, Hudon has expanded BDC's client base by nearly 50% and launched key initiatives supporting Canadian SMEs, inclu...
Company Fundamentals
Bullish
·
20 mi
2026-05-29
pluang.com
2026-05-29
Pluang
Semiconductor demand soars as AI drives record growth, says Applied Materials CEO
Applied Materials CEO Gary Dickerson stated the semiconductor industry is experiencing its strongest period ever, fueled by unprecedented demand from artificial intelligence (AI). The company, a key supplier of semiconductor manufacturing equipment, ...
Market News
Bullish
·
12 hours ago
2026-05-29
www.stocktitan.net
2026-05-29
Stock Titan
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2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202