Semiconductor News & Analysis Feed
24 articles
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
2026-07-06
news.google.com
2026-07-06
Yahoo! Finance Canada
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Zacks Investment Research
2026-07-02
simplywall.st
2026-07-02
simplywall.st
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-27
tomshardware.com
2026-06-27
Anton Shilov
Onsemi and Synaptics to merge in a bid to build comprehensive platforms for robotics, physical AI applications.
2026-06-27
www.tomshardware.com
2026-06-27
Tom's Hardware
Tech Industry Artificial Intelligence
Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware
News
By Anton Shilov published June 27, 2026
While changing directions of both companies.
(Image credit: Onsemi)
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Onsemi and
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-18
tspasemiconductor.substack.com
2026-06-18
semivision
7 Key AI Hardware Keywords to Watch in 2026
Original Article By SemiVision Research [Reading time: 17 mins]
SEMIVISION
JUN 18, 2026
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7 Key AI Hardware Keywords to Watch in 2026
At first glance, AI competition appears to be a battle of models. Whose model is smarter? Whose reasoning capability is stronger? Whose agent is better at coding, searching for information, and making deci
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, Rides
Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Target
12.06.2026 - 05:24:27 | boerse-global.de
Infineon shares have doubled in 2024, fueled by AI infrastructure power demand and rotation from software to semiconductors, with analysts bullish but volatility at 75%.
Infineon - Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Tar
2026-06-05
news.google.com
2026-06-05
simplywall.st
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.
2026-05-27
tomshardware.com
2026-05-27
Anton Shilov
SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
TSMC plans price hikes for advanced chips starting 2026, squeezing AI hardware costs
The world's most important chipmaker is raising prices on its cutting-edge manufacturing nodes, and the ripple effe
2026-05-22
www.moomoo.com
2026-05-22
Moomoo
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