The Ultimate Guide to Semiconductors
A curated Irish edition of IndustrialDay news, analysis, interviews, reviews, job moves, and related resources for Semiconductors.
What to know about Semiconductors
Semiconductors are the foundational technology behind virtually all modern electronic devices, powering everything from smartphones and computers to automotive systems and industrial equipment. This tag gathers stories that explore the dynamic global semiconductor market, highlighting key industry shifts, technological advances, and major corporate activities shaping the sector.
Through these articles, readers can gain insights into market trends such as chip demand fluctuations, the impact of supply chain disruptions, and the strategic mergers and acquisitions reshaping the competitive landscape. The coverage also delves into emerging areas like the Internet of Things (IoT), artificial intelligence (AI), and the automotive semiconductor market, illustrating how semiconductors are driving innovation across industries.
For those interested in the complex interplay of technology advancement, industry economics, and global trade influencing semiconductor progress, this collection offers a comprehensive view. It is valuable for understanding how leading companies like Samsung, Intel, Qualcomm, and others maneuver within the market as well as how evolving applications and geopolitical factors affect semiconductor development worldwide.
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Dell'Oro lifts data centre capex forecast on AI demand
AI infrastructure spending is now expected to push worldwide data centre capital expenditure above USD $3 trillion by 2030.
AMD says AI energy efficiency rises fourfold by 2026
Data centre operators may gain relief as AMD says its AI systems could use four times less energy per unit of work by mid-2026.
Castrol fluids get NVIDIA validation for AI cooling
Data centre operators gain more assurance as Castrol's PG25 and PG25T pass NVIDIA checks for direct-to-chip AI cooling.
Dell'Oro lifts data centre chip forecast on AI demand
Rising AI infrastructure spending is set to push the global data centre semiconductors market to USD $1.8 trillion by 2030, Dell'Oro says.
Nvidia & Wall Street launch $500bn AI funding push
The tie-up could unlock financing for AI data centres as demand for computing power outstrips the balance sheets of cloud providers.
Allianz warns data centre boom reshapes insurer risk
Rising losses and tighter underwriting are forcing insurers to treat data centres as mission-critical infrastructure rather than specialist property.
Sandisk unveils NAND technologies for AI inference
AI operators could cut data-centre costs and power use as Sandisk positions flash memory for longer-context inference workloads.
AWS revenue growth hits fastest pace in 18 quarters
Demand for AI and core cloud services is boosting Amazon's key profit engine, with AWS growth accelerating to a 36.7% annual pace.
Amazon's custom silicon hits USD $25 billion run rate
Amazon Web Services' in-house chips are now a major profit centre as AI demand drives cloud providers to cut costs and secure supply.
Stealthium & Tenstorrent add AI runtime visibility
Enterprises running AI on specialised hardware could gain better control and security as the firms target a visibility gap in runtime operations.
Weebit lifts guidance after chip tape-outs & licence wins
Orders and revenue prospects have improved for Weebit, which lifted FY26 guidance to at least A$13.5 million after three chip designs reached tape-out.
Fortinet lifts full-year revenue guidance after strong Q2
Stronger demand for its network security tools sent quarterly revenue up 26 per cent and prompted a higher full-year outlook for the cybersecurity group.
Google Cloud unveils Gemini Enterprise agent workflow
It aims to help businesses build AI agents that use live data, keep to strict permissions and avoid hallucinating over filings and news.
VAST & AMD expand AI inference infrastructure tie-up
The tie-up is aimed at helping cloud providers cut inference costs and improve GPU efficiency as AI demand shifts beyond model training.
AMD unveils Helios rack-scale AI compute portfolio
Helios racks and new Instinct chips put AMD deeper into AI infrastructure as it courts major customers and challenges Nvidia.
AMD & Anthropic strike gigawatt-scale AI partnership
Anthropic will gain a larger pool of AI computing power as AMD commits up to USD $5 billion and a gigawatt-scale chip rollout.
NVIDIA ramps up Vera Rubin AI system for cloud giants
Early cloud deployments and benchmark gains signal NVIDIA's latest rack-scale AI platform is moving into commercial use as data centres chase efficiency.
DataCentreNews marks 12 years of global industry coverage
The specialist title now reaches readers across six countries as demand grows for coverage of power, cooling and AI-driven data centre expansion.
Intel & Fortinet team up on security processor SP6
The tie-up could help Fortinet meet surging encryption and threat-detection demand while reducing reliance on a narrow chip supply chain.
Forrester says tech sovereignty gains will stay modest
Most countries will see only slight progress in tech sovereignty by 2030, with heavy investment failing to close the gap with China and the US.