Semiconductor News & Analysis Feed
20 articles
2026-09-28
www.aol.com
2026-09-28
TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry, not the chip designer, is becoming the binding constraint on AI infrastructure buildout. With 7nm-and-below nodes accounting for 77% of wafer revenue and the 2nm ramp already contributing 3%, TSMC is
2026-09-28
247wallst.com
2026-09-28
TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry has become the binding constraint on AI infrastructure deployment. With 7nm-and-below nodes commanding 77% of wafer revenue and a $60–64 billion capex program, TSMC is effectively the bottleneck throug
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
sg.finance.yahoo.com
2026-09-26
2026-09-26
www.neoteo.com
2026-09-26
2026-09-23
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2026-09-22
tech-insider.org
2026-09-22
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-22
news.google.com
2026-09-22
2026-09-21
news.google.com
2026-09-21
2026-09-21
www.techpowerup.com
2026-09-21
2026-09-21
2026-09-21
www.tomshardware.com
2026-09-21
2026-09-21
overclock3d.net
2026-09-21
2026-09-21
videocardz.com
2026-09-21
2026-09-18
sg.finance.yahoo.com
2026-09-18
2026-09-18
2026-09-18
www.tradingview.com
2026-09-18