Friday, May 1, 2026

#SEMICONDUCTORS

68 articles

Nvidia Forecasts $1 Trillion AI Chip Sales by 2027 as Global Production Expands

Nvidia Forecasts $1 Trillion AI Chip Sales by 2027 as Global Production Expands

Salvado•Mar 17, 2026

Photonic chipmaker Olix targets 2027 launch as global AI infrastructure market shifts to specialized processors

Photonic chipmaker Olix targets 2027 launch as global AI infrastructure market shifts to specialized processors

Salvado•Mar 15, 2026

Nvidia Stops H200 Chip Production as US Export Controls Reshape Global AI Hardware Markets

Nvidia Stops H200 Chip Production as US Export Controls Reshape Global AI Hardware Markets

Salvado•Mar 15, 2026

MatX and Neysa Raise $1.1B Combined as Global AI Hardware Market Diversifies Beyond NVIDIA

MatX and Neysa Raise $1.1B Combined as Global AI Hardware Market Diversifies Beyond NVIDIA

Salvado•Mar 14, 2026

US Blocks Nvidia H200 Chip Sales to China, Forcing Global AI Supply Chain Split

US Blocks Nvidia H200 Chip Sales to China, Forcing Global AI Supply Chain Split

ViaNews Editorial Team•Mar 13, 2026

US Halts Nvidia H200 Chip Exports to China, Fragmenting Global AI Hardware Access Along Security Lines

Technology Policy

US Halts Nvidia H200 Chip Exports to China, Fragmenting Global AI Hardware Access Along Security Lines

ViaNews Editorial Team•Mar 12, 2026

Global Memory Chip Shortage Intensifies as AI Demand Triples Supply Requirements

Global Memory Chip Shortage Intensifies as AI Demand Triples Supply Requirements

ViaNews Editorial Team•Mar 8, 2026

AI Chip Makers Split on Strategy as Memory Markets Normalize, Accelerator Demand Surges Globally

AI Chip Makers Split on Strategy as Memory Markets Normalize, Accelerator Demand Surges Globally

ViaNews Editorial Team•Mar 8, 2026

Nvidia Invests $2B in Photonics to Solve Global AI Data Center Bottleneck

Nvidia Invests $2B in Photonics to Solve Global AI Data Center Bottleneck

ViaNews Editorial Team•Mar 7, 2026

Nvidia Commits $4B to Silicon Photonics as Global AI Race Hits Interconnect Bottleneck

Nvidia Commits $4B to Silicon Photonics as Global AI Race Hits Interconnect Bottleneck

ViaNews Editorial Team•Mar 5, 2026

Global Semiconductor Orders Surge 8-15% as AI Data Centers Drive Specialized Chip Demand

Global Semiconductor Orders Surge 8-15% as AI Data Centers Drive Specialized Chip Demand

ViaNews Editorial Team•Mar 5, 2026

AI Chip Testing Orders Hit $60-80M as Global Semiconductor Industry Gears Up for NVIDIA's Next-Gen GPU Production

AI Chip Testing Orders Hit $60-80M as Global Semiconductor Industry Gears Up for NVIDIA's Next-Gen GPU Production

ViaNews Editorial Team•Mar 5, 2026

Optical transceiver shortage threatens global AI datacenter buildout through 2027

Optical transceiver shortage threatens global AI datacenter buildout through 2027

ViaNews Editorial Team•Mar 5, 2026

AI data centers trigger global optical component shortage, 30% supply gap through 2027

AI data centers trigger global optical component shortage, 30% supply gap through 2027

ViaNews Editorial Team•Mar 5, 2026

Global AI datacenter rollout faces delays as optical chip maker ships 30% below demand through 2027

Global AI datacenter rollout faces delays as optical chip maker ships 30% below demand through 2027

ViaNews Editorial Team•Mar 5, 2026

Global AI Data Centers Face 30% Optical Component Shortage Through 2027

Global AI Data Centers Face 30% Optical Component Shortage Through 2027

ViaNews Editorial Team•Mar 5, 2026

AI Data Centers Switch to Liquid Cooling as Single Racks Draw 100 Kilowatts, 10x Traditional Loads

AI Data Centers Switch to Liquid Cooling as Single Racks Draw 100 Kilowatts, 10x Traditional Loads

ViaNews Editorial Team•Mar 5, 2026

Chinese fintech LexinFintech wins Asian banking AI award as global financial sector pivots to inference chips

Chinese fintech LexinFintech wins Asian banking AI award as global financial sector pivots to inference chips

ViaNews Editorial Team•Mar 4, 2026

Global semiconductor stocks drop 8% as AI chip makers cut Q1 2026 forecasts across markets

Global semiconductor stocks drop 8% as AI chip makers cut Q1 2026 forecasts across markets

ViaNews Editorial Team•Mar 3, 2026

Memory Chip Oversupply Hits 3-4% as AI Demand Splits Global Semiconductor Market

Memory Chip Oversupply Hits 3-4% as AI Demand Splits Global Semiconductor Market

ViaNews Editorial Team•Mar 3, 2026