Semiconductor News & Analysis Feed
20 articles
2026-08-22
www.foxbusiness.com
2026-08-22
2026-08-11
eetimes.com
2026-08-11
At the 2026 LID World Summit, industry experts emphasized that while AI is driving unprecedented demand for semiconductor performance, faster transistors alone cannot sustain future growth. The focus shifted toward redesigning entire computing systems to improve data movement, power delivery, and th
2026-08-10
news.google.com
2026-08-10
2026-08-06
crimeandcask.com
2026-08-06
2026-07-31
simplywall.st
2026-07-31
Amkor Technology reported strong Q2 2026 results with revenue of $1.90 billion and net income of $173.75 million, while issuing Q3 guidance and refraining from share repurchases. The company also announced a multi-year partnership with NVIDIA to co-develop advanced AI packaging technologies and expa
2026-07-25
simplywall.st
2026-07-25
The recent agreement between NVIDIA and SK Hynix for high bandwidth memory (HBM) and a large-scale data center expansion has reignited interest in AI hardware and infrastructure, signaling that demand for AI infrastructure is not just a short-term trend. This development is reshaping investor sentim
2026-07-21
finance.biggo.com
2026-07-21
2026-07-18
2026-07-16
2026-07-16
finance.yahoo.com
2026-07-16
2026-07-15
2026-07-10
eetimes.com
2026-07-10
At the recent Leti Innovation Days (LID 2026), researchers from CEA-Leti highlighted a fundamental shift in how the semiconductor industry approaches future development roadmaps. The primary challenges lie in efficiently distributing electricity, minimizing energy consumption in data movement, and e
2026-07-10
simplywall.st
2026-07-10
SK Hynix's planned Nasdaq IPO and a $29 billion ADR raise, coupled with heavy investment in high bandwidth memory (HBM), have reignited focus on AI hardware suppliers. This article examines three stocks—Monolithic Power Systems (MPWR), SiTime (SITM), and Credo Technology Group Holding (CRDO)—that ar
2026-07-06
news.google.com
2026-07-06
2026-07-06
news.google.com
2026-07-06
2026-07-06
news.google.com
2026-07-06
2026-07-02
simplywall.st
2026-07-02
This article focuses on investment opportunities arising from NVIDIA's continued expansion in the artificial intelligence sector, particularly emphasizing its partnerships with key AI hardware suppliers. The article analyzes three stocks of interest: Semtech, Everpure, and Hewlett Packard Enterprise
2026-07-01
tspasemiconductor.substack.com
2026-07-01
At the ECTC 2026 conference, High Bandwidth Memory (HBM) technology is emerging as a defining factor in the next generation of AI hardware competition. As AI models grow larger and computational demands intensify, traditional memory architectures are increasingly inadequate. HBM addresses this by ve
2026-06-27
tomshardware.com
2026-06-27
Onsemi has announced a $7 billion all-stock acquisition of cash-strapped Synaptics, marking a strategic move toward integrating smart power and edge AI hardware in the semiconductor industry. This acquisition will transform Onsemi from a power management and sensor-focused company into a diversified
2026-06-27
www.tomshardware.com
2026-06-27
Onsemi's $7 billion all-stock acquisition of cash-strapped Synaptics marks a strategic move toward integrating smart power and edge AI hardware in the semiconductor industry. This deal transforms Onsemi from a sensor and power management chipmaker into a diversified player across AI infrastructure,