The Ultimate Guide to Semiconductors
A curated Kiwi edition of TechDay 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.
Kiwi Semiconductors News
Regional stories with direct local relevance
AI extinction is only one way the future is frightening
Fears are mounting that unchecked AI could unleash cyberattacks, market shocks and job losses long before any extinction event.
MSP buyers focus on margins as AI reshapes M&A market
Private equity buyers are valuing managed service providers on recurring revenue and gross margins as AI uncertainty slows technology dealmaking.
AI could drive advances that solve the problems it brings, computer scientist suggests
Higher electricity demand from artificial intelligence could be eased if it speeds up more efficient solar panels, batteries and chips.
The 5 trends that will shape the scale of AI in 2026
AI's 2026 breakthrough will hinge on power, cooling, smarter grids and skills as data centres scale to support hotter, denser workloads.
Buckle up, relax and and enjoy the ride
By 2040, autonomous fleets could cut rush-hour stress and reshape cities, but public trust and infrastructure still need work.
Deloitte forecasts AI, data centres & media shifts by 2026
Deloitte predicts agentic AI boom, surging data centre and sovereign compute spend, and fast-shifting media habits by 2026.
Analyst Insights
Research and market analysis connected to Semiconductors
Google tops Gartner's AI infrastructure magic quadrant
Asia-Pacific PC shipments seen falling 13.7% in 2026
IDC says global server revenue hits USD $444.1 billion
IDC warns smartphone shipments to fall on memory shock
AI notebook prices drop as retailers face tough trade-offs
Featured News
AI transforming physical security into enterprise data solution
AI and cloud tools are turning cameras into live operational data sources, helping firms cut costs, spot errors and manage fleets centrally.
Open source is powering the next generation of frontier AI
Rising inference demand and custom hardware needs are pushing AI infrastructure beyond standard cloud setups, boosting open source tools.
Expert Columns
AI is creating a semiconductor boom. But who will keep it running?
Why AI infrastructure planning must happen now
Why the next breakthrough in AI agents comes down to leadership, not technology
AI is redefining what your PC can do
The 5 trends that will shape the scale of AI in 2026
AI pushes dense, decentralised & sustainable data centres
2026 could be the broadest, most surprising, market rally in a decade
Continuous improvement in your supply chain has never been more important
Interviews
Interviews and video coverage from the network
AI transforming physical security into enterprise data solution
Open source is powering the next generation of frontier AI
Marvell targets AI connectivity bottleneck with NVIDIA boost
Beyond silicon: AMD evolves AI processor performance, makes play for investment trillions
Exclusive: AWS outlines agentic AI strategy for enterprises
Recent Semiconductors News
Qualcomm launches dual Snapdragon 8 Elite Gen 6 chips
Premium Android handsets are set to get more on-device AI and imaging tools as Qualcomm adds a second flagship chip option for makers.
AMD pitches AI laptops with dedicated processing power
Local AI features could run faster, stay private and work offline as chipmakers push laptops with dedicated neural processors.
Nvidia touts AI data centre software to boost output
Utilities and cloud operators could squeeze more AI work from fixed power budgets as Nvidia's DSX software lifts throughput and cuts demand.
Nvidia backs AI power efficiency push with new deals
Electricity is becoming the main bottleneck for AI data centres as new Nvidia partnerships aim to raise output per megawatt.
GSMA warns rising handset costs could widen AI divide
Billions already within coverage risk missing AI-era services as entry-level smartphones become less affordable in low-income markets.
Alibaba Cloud, Cambricon join PyTorch Foundation board
Chinese AI groups gain formal sway over PyTorch's direction, as developers seek support across more chips and cloud environments.
Apple unveils iPhone 18 Pro with variable aperture
The top-end iPhone range gains AI features and a variable-aperture camera, as Apple targets better photos, battery life and performance.
Qualcomm and Amazon team up on AI data centre chips
The pact deepens Qualcomm's push into data-centre hardware as AWS seeks custom chips to cut costs, power use and latency for AI workloads.
Nvidia agrees USD $12.93 billion deal for Hugging Face
The deal puts a major open AI model hub under Nvidia's control, raising questions over whether its neutrality will survive intact.
AWS, NVIDIA to deploy 2 million more GPUs for AI workloads
The deployment will help AWS meet surging demand for AI computing as the cloud giant deepens reliance on NVIDIA hardware and robotics.
Rippling to nearly triple Singapore office headcount
Rising cross-border hiring demand is driving the workforce-management group to expand in Singapore and consolidate staff into a larger office.
Amazon EC2 marks 20 years of cloud computing growth
The service now spans more than 1,200 instance types in 39 regions, underpinning much of AWS's compute stack and AI workloads.
Apple unveils M6 Mac mini with faster AI performance
Faster on-device AI and new connectivity are now central to Apple's smallest desktop, with models aimed at creators and developers.
Apple unveils Mac Studio with M5 chips for AI workloads
New AI tools and faster media workflows are the focus as the updated desktop adds M5 Max and M5 Ultra chips plus Wi-Fi 7.
Apple unveils M6 & M5 Ultra chips for Mac desktops
Mac users tackling AI and graphics-heavy work will get more local muscle, as Apple's latest desktop silicon pushes memory and compute higher.
Synopsys to host AI engineering forums in Singapore
Engineers and researchers will gather as Singapore cements its role as a regional hub for chip design and digital engineering.
BrainChip links Akida processors with IBM Symphony
Enterprises could cut GPU use and power costs as the open-source bundle lets Akida neuromorphic chips share IBM's scheduler for inference tasks.
Wearables set for USD $1 trillion revenue boom by 2032
Higher-priced smartwatches and earbuds are expected to drive more than USD $1 trillion in wearables revenue by 2032, Counterpoint says.
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.
