Semiconductor News & Analysis Feed

10645 articles
2026-07-08
www.allaboutcircuits.com 2026-07-08 All About Circuits
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2026-07-08
www.msn.com 2026-07-08 MSN
Record profit shock: Samsung posted a 19-fold jump in quarterly operating profit, yet its shares and other chip stocks slumped as investors questioned AI chip demand sustainability. AI rally doubts: Fears over easing supply constraints and rising competition, including from China’s DeepSeek, triggered heavy selling in semiconductor stocks worldwide. Market-wide impact: The sell-off dragged down
2026-07-08
www.upi.com 2026-07-08 upi.com
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2026-07-08
stockinvest.us 2026-07-08 StockInvest.us
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2026-07-08
www.theinformation.com 2026-07-08 The Information
Before Apple Lawsuit, a Growing Unease at iPhone Maker Over OpenAI  Save 25% to unlock this story Unlimited access to our journalism, newsletters, charts and data library, and event discounts. Annual + Deep Research, 60+ org charts, proprietary databases and survey results. Search, find and engage with others who are serious about tech and business. Follow and be a part of discussions about te
2026-07-08
sg.finance.yahoo.com 2026-07-08 Yahoo Finance Singapore
Micron’s Ford deal shows automakers racing to outbid AI for chips Opeyemi Babalola Tue, 7 July 2026 at 5:03 pm GMT-7 4 min read MU +4.92% F +0.65% Micron Technology signed a long-term supply agreement with Ford Motor on Monday, July 6, locking in memory-chip output for Ford's next generation of vehicles. The deal comes as global memory prices climb at their fastest pace in years, driven largely
2026-07-08
digitimes.com 2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
digitimes.com 2026-07-08
AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.
2026-07-08
digitimes.com 2026-07-08
As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.
2026-07-08
digitimes.com 2026-07-08
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.
2026-07-08
digitimes.com 2026-07-08
Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.
2026-07-08
digitimes.com 2026-07-08
A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.
2026-07-08
digitimes.com 2026-07-08
The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.
2026-07-08
digitimes.com 2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
digitimes.com 2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
digitimes.com 2026-07-08
France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.
2026-07-08
www.01net.it 2026-07-08 01net
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2026-07-08
www.staradvertiser.com 2026-07-08 Honolulu Star-Advertiser
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2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
Qualcomm (QCOM) Stock Looks Fairly Valued After Fresh AI Demand News Bailey Pemberton July 7, 2026 4 min read QCOM -3.20% Trade QCOM on Coinbase Trading disclosure Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM's share price has climbed over the past few years, yet the valuation picture is mor
2026-07-08
www.digitaltoday.co.kr 2026-07-08 디지털투데이
Industry Synopsys to end semiconductor manufacturing process control software to focus resources on AI design AI Summary Synopsys will stop selling semiconductor manufacturing process control software, Reuters reported on July 7, citing six sources familiar with the matter. The move is part of an effort to focus resources on higher-margin businesses such as AI design. Synopsys notified about 10 c