Semiconductor News & Analysis Feed

20 articles
2026-09-29
bits-chips.com 2026-09-29
2026-09-28
www.einnews.com 2026-09-28
2026-09-28
news.google.com 2026-09-28
2026-09-28
www.mk.co.kr 2026-09-28
McKinsey's latest semiconductor market outlook projects the global chip industry to reach $2.3 trillion by 2030, implying a near-quadrupling from current annual revenue levels. This trajectory is underpinned by structural demand shifts rather than mere cyclical recovery: AI inference and training wo
2026-09-27
en.sedaily.com 2026-09-27
The Korea Export-Import Bank's latest analysis highlights a structural shift in the AI chip landscape: the center of gravity is moving from training-focused GPUs to inference-optimized NPUs, a transition poised to reshape competitive dynamics. With the data center AI chip market projected to nearly
2026-09-26
www.aol.com 2026-09-26
2026-09-26
247wallst.com 2026-09-26
2026-09-23
finance.yahoo.com 2026-09-23
2026-09-22
news.google.com 2026-09-22
2026-09-21
futurism.com 2026-09-21
2026-09-19
finance.yahoo.com 2026-09-19
2026-09-19
www.fool.com 2026-09-19
2026-09-18
www.tradingview.com 2026-09-18
2026-09-17
seekingalpha.com 2026-09-17
2026-09-17
www.tradingview.com 2026-09-17
2026-09-17
qz.com 2026-09-17
2026-09-17
finance.yahoo.com 2026-09-17
2026-09-16
tomshardware.com 2026-09-16
NVIDIA CEO Jensen Huang believes China will develop its own advanced lithography equipment by 2030, despite significant challenges in the semiconductor industry. While China has made notable progress in AI and technology investment, its semiconductor sector still lags behind in critical areas such a
2026-09-16
ua.news 2026-09-16
2026-09-15
seekingalpha.com 2026-09-15