Power Semiconductors
SiC, GaN, and power semiconductor coverage.
Agentic AI Shift Driving Data Center Chip Market Toward $1.2 Trillion by 2030: Futurum Report
The global data center semiconductor market is on track to expand more than fivefold, reaching $1.2 trillion by 2030 as artificial intelligence (AI) hardware demand shifts decisively from model training to agentic inference. According to a five-year forecast from tech research firm The Futurum Group, revenue in the sector hit $241 billion in 2025, a […]
Jon Swartz · Jul 23, 2026 · 2 min
Samsung Negotiates Multimillion-Euro Stake in Mistral AI at $22.8 Billion Valuation
Samsung Electronics is in advanced talks to make a massive financial bet on Europe’s leading artificial intelligence (AI) startup, Mistral AI, signaling a critical shift in how global semiconductor leaders compete for dominance in the AI hardware supply chain. According to a report from The Financial Times, South Korea’s Samsung is negotiating an investment of […]
Jon Swartz · Jul 22, 2026 · 2 min
Meta to Begin Production of Custom Iris AI Chips in September in Bid for 14-Gigawatt Power Grid: Report
Meta Platforms Inc. plans to begin manufacturing its next-generation custom artificial intelligence (AI) chip in September, according to an internal memo reviewed by Reuters. Code-named Iris, the in-house silicon is part of a broader effort by the social media giant to double its computing infrastructure capacity to 14 gigawatts by next year and reduce its […]
Jon Swartz · Jul 14, 2026 · 2 min
Apple Seeks White House Approval to Buy Chips From Blacklisted Chinese Maker Amid AI Supply Crunch
Apple Inc. is lobbying the Trump administration for federal permission to purchase memory chips from ChangXin Memory Technologies Inc. (CXMT), a prominent Chinese semiconductor firm currently blacklisted by the U.S. government, according to a report by The Financial Times. The tech giant approached the Commerce Department more than a month ago and has engaged White […]
Jon Swartz · Jun 28, 2026 · 2 min
OpenAI, Broadcom Unveil Custom Jalapeño AI Chip to Challenge NVIDIA’s Dominance
In a major bid to reduce reliance on NVIDIA Corp. and secure its own hardware pipeline, OpenAI has partnered with Broadcom Inc. to unveil its first custom artificial intelligence (AI) chip, codenamed Jalapeño. The chip marks the ChatGPT maker’s first official entry into custom AI hardware. Designed as an application-specific integrated circuit (ASIC), Jalapeño is […]
Jon Swartz · Jun 24, 2026 · 3 min
NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment
NXP Q4 and FY 2023 earnings point to solid ground in automotive, IoT, and mobile despite a challenging year for semiconductors.
Olivier Blanchard · May 28, 2026 · 6 min
Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP
Certified Synopsys ARC HS4xFS Processor IP with SRA enables designers to integrate the IP into their system to meet ISO/SAE 21434.
Olivier Blanchard · May 28, 2026 · 4 min
Stellantis Q1 FY 2026 Earnings Return to Profitability
Stellantis Q1 FY 2026 earnings show a return to profit, led by North America mix gains, while Europe stays pricing-constrained.
Olivier Blanchard · May 28, 2026 · 4 min
Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery
Silicon Labs Q1 FY 2026 earnings show industrial demand signals and design win momentum, with guidance suspended due to the pending deal.
Brendan Burke · May 28, 2026 · 5 min
onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials
The recent release of the onsemi earnings report revealed Q4 and FY 2023 financials. The future looks bright for onsemi in 2024.
Daniel Newman · May 28, 2026 · 4 min
Will AMD, Arm, and Qualcomm’s Bet on Wayve Rewrite the Self-Driving Tech Playbook?
AMD, Arm, and Qualcomm’s $60M bet on Wayve signals a major shift in Self-Driving Tech development, challenging traditional automakers and tech.
Olivier Blanchard · May 28, 2026 · 4 min
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
ABB Q1 FY 2026 earnings show surging electrification orders tied to data centers and grids, with raised FY 2026 revenue outlook.
Olivier Blanchard · May 28, 2026 · 5 min
Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand
Analog Devices Q2 FY 2026 earnings show industrial growth and data center momentum, with Empower acquisition aimed at AI power efficiency.
Brendan Burke · May 28, 2026 · 4 min
NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?
Automotive Industrial Momentum drives NXP’s 12% Q1 2026 revenue surge despite semiconductor volatility and market turbulence.
Olivier Blanchard · May 28, 2026 · 5 min
Will Analog Devices’ Empower Deal Reshape Power Delivery for AI Data Centers?
Analog Devices’ Empower deal signals major shift in AI data center power delivery technology and competitive dynamics.
Brendan Burke · May 28, 2026 · 4 min
Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
Texas Instruments Q1 FY 2026 results show broad industrial recovery and data center power momentum, supporting an above-seasonal Q2 outlook.
Brendan Burke · Apr 27, 2026 · 5 min