The global semiconductor industry is on track for an exceptional year as investment in artificial intelligence infrastructure reshapes demand for chips, especially memory products. Gartner now expects worldwide semiconductor revenue to reach about $1.6 trillion in 2026, up 92% from $809 billion in 2025. The research firm also forecasts that […]

As much as half of the large-scale data-center capacity planned for 2026 may not become operational on schedule, according to a new outlook from energy intelligence company Currence. The company attributes the expected delays to several factors, including limited access to electricity, construction-related bottlenecks, shortages of skilled workers and growing […]

Huawei is reportedly preparing to move into DRAM manufacturing, aiming to capture a slice of the highly profitable memory business. The company is stepping into a market currently dominated by three major players—Micron, SK hynix, and Samsung—which together control roughly 95% of global DRAM supply. While smaller Chinese manufacturers like […]

Lotus Microsystems has unveiled vStrata, a new power-delivery architecture designed to raise data-center power efficiency at a time when energy use is becoming a major concern across both AI and non-AI infrastructure. At the core of the platform is Lotus’s proprietary Power Interposer Technology (PIT), a silicon-based interposer approach that […]

Lotus Microsystems has launched vStrata, a new power-delivery architecture designed to boost data-center power efficiency. The company says the platform is especially relevant for AI-driven workloads, which are pushing up power demand and cooling costs across hyperscale facilities. What vStrata Does At the core of vStrata is Lotus’s proprietary Power […]

AMD has introduced the Instinct MI350P PCIe, a new enterprise GPU accelerator designed to fit into servers that organizations already own, without requiring a full data center rebuild. The card targets agentic AI and on‑premises inference, and is a dual‑slot, air‑cooled PCIe add‑in that can be dropped into standard 2U (or larger) servers. […]

The PCI‑SIG consortium has kicked off development of PCIe 8.0, the next major revision of the PCI Express standard. While products based on PCIe 7.0 have not yet reached the market, the group is already publishing the first draft of PCIe 8.0, with a final spec expected in 2028. Like previous generations, […]

Samsung is ramping up advanced memory output, and that could ease some of the bottlenecks slowing AI and cloud infrastructure upgrades. The company’s shift toward HBM4, HBM3E, DDR5, and high-density SSDs suggests more supply for hyperscalers and enterprise data centers as AI demand keeps rising. What Samsung Is Doing Samsung […]

Google has introduced two eighth-generation TPUs, designed separately for training and inference workloads. The move marks a clear return to a split-chip strategy, with each accelerator tuned for different performance, memory, and networking requirements across the AI lifecycle. For Google, this is not a brand-new idea. The company has taken […]

Microsoft has rolled out Visual Studio Code version 1.113, bringing a wave of updates focused on personalization and deeper AI integration. The new release, available since March 25 for Windows, macOS, and Linux, puts an emphasis on features like a unified chat customizations editor, broader Model Context Protocol (MCP) support, and enhanced […]