22-Sep-2026
KEY TAKEAWAYS
The data center semiconductor market more than doubled in 2026 and is set to reach more than $1.5 trillion by 2031.
From chip to full rack, value is shifting: hyperscalers and AI labs both buy merchant GPUs and co-design their own AI ASICs.
Leadership: Nvidia now
MALTA, N.Y., Sept. 17, 2026 (GLOBE NEWSWIRE) — GlobalFoundries (Nasdaq: GFS) (GF) and Marvell Technology, Inc. (Nasdaq: MRVL), a leader in data infrastructure semiconductor solutions, today announced an expanded multi-year agreement to increase capacity for GF’s silicon germanium (SiGe) technology at its Burlington, Vermont, facility to support growing demand for next-generation optical connectivity.
Modern
BLOOMINGTON, Minn. — Sep. 8, 2026 — SkyWater Technology announced the launch of SkyWater Quantum Solutions, a dedicated merchant supplier offering focused on semiconductor process development, integration, and manufacturing. This unique offering will provide semiconductor solutions for quantum-computing, networking, and sensing applications.
Dr. Mihir Bhaskar will lead SkyWater Quantum Solutions as
The global semiconductor industry may be entering a fundamentally different growth cycle as artificial intelligence drives unprecedented demand for computing, memory, advanced packaging and manufacturing capacity.
Ajit Manocha, President and CEO of SEMI, believes the industry could be moving beyond its traditional boom-and-bust pattern into a longer period of structural expansion. Speaking as the semiconductor
September 8, 2026 –
Woodcliff Lake, NJ — Semiconductor intellectual property provider CAST today announced the TCPIP-100G Hardware Stack IP core, a complete hardware TCP/IP protocol stack that lets ASIC and FPGA developers add reliable, connection-oriented networking at speeds up to 100 Gbps directly into their own devices with or without a host
September 9th, 2026 — The semiconductor foundry market is entering a new pricing cycle, with capacity tightening across both advanced and mature process nodes. What began as strong demand for leading-edge AI computing chips is increasingly affecting power management, analog, high-voltage and other specialty semiconductor processes. Industry data indicates that utilization at major 8-inch foundries
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