Semiconductor News & Analysis Feed
10644 articles
2026-07-09
digitimes.com
2026-07-09
Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
digitimes.com
2026-07-09
Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.
2026-07-09
digitimes.com
2026-07-09
Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.
2026-07-09
digitimes.com
2026-07-09
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten
2026-07-09
digitimes.com
2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
semiengineering.com
2026-07-09
Brian Bailey
Using models outside the context in which they were created for can result in misleadin...
2026-07-09
digitimes.com
2026-07-09
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
2026-07-09
digitimes.com
2026-07-09
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.
2026-07-09
digitimes.com
2026-07-09
Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.
2026-07-09
digitimes.com
2026-07-09
Samsung Electronics and SK Hynix may take longer than expected to adopt hybrid bonding in next-generation high-bandwidth memory, as industry sources cited by ZDNetKoreasay the near-term case for the technology has weakened even though its long-term relevance remains intact.
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.
Gerelyn Terzo
Wed, July 8, 2026 at 4:10 PM PDT 8 min read
NVDA
+4.06%
PWR
+2.20%
STRL
+2.97%
FIX
+2.49%
EME
+1.29%
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IESC's backlog surged 62% to $3.86B and PWR hit a record $48.47B backlog as AI infrastructure spending accelerates both stocks.
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Nvidia (NVDA) Launches NemoClaw With LangChain For Lower Cost Enterprise AI Agents
Bailey Pemberton
Wed, July 8, 2026 at 3:17 PM PDT 4 min read
NVDA
+4.06%
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LangChain and NVIDIA have introduced NemoClaw for the LangChain Deep Agents blueprint, usi
2026-07-09
sg.finance.yahoo.com
2026-07-09
Yahoo Finance Singapore
ASML (ASML) Gains As Market Dips: What You Should Know
ASML (ASML) Gains As Market Dips: What You Should Know · Zacks
Zacks Equity Research
Wed, 8 July 2026 at 2:50 pm GMT-7 3 min read
ASML.AS
+3.81%
^GSPC
+0.38%
^DJI
+0.02%
^IXIC
+0.90%
In the latest close session, ASML (ASML) was up +1.22% at $1,768.65. The stock outperformed the S&P 500, which registered a daily loss of 0.28%. Elsewhere, the D
2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Is QUALCOMM’s AI Pivot and Index Exit Altering The Investment Case For QUALCOMM (QCOM)?
July 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, QUALCOMM was removed from multiple Russell growth and defensive indices while unveiling its Dragonfly AI data center platform, expanded AI partnerships, and new deepfake detecti
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Prosper Junior Bakiny, The Motley Fool
Wed, July 8, 2026 at 2:20 PM PDT 3 min read
GOOGL
+1.99%
NVDA
+4.06%
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Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggress