Semiconductor News & Analysis Feed
278 articles
2026-07-13
news.google.com
2026-07-13
Indiatimes
2026-07-13
2026-07-13
digitimes.com
2026-07-13
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div
2026-07-12
news.google.com
2026-07-12
Moomoo
2026-07-12
digitimes.com
2026-07-12
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the next major battlegrounds in AI infrastructure.
2026-07-11
digitimes.com
2026-07-11
Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-09
solarquarter.com
2026-07-09
SolarQuarter
2026-07-09
digitimes.com
2026-07-09
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
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.
2026-07-08
www.tradingview.com
2026-07-08
TradingView
2026-07-08
uk.finance.yahoo.com
2026-07-08
Yahoo Finance UK
2026-07-08
www.morningstar.com
2026-07-08
Morningstar
2026-07-08
www.prnewswire.com
2026-07-08
PR Newswire
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
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
www.tradingview.com
2026-07-08
TradingView
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Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
3 min read
FORM
+7.16%
FormFactor FORM is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI serve
2026-07-07
news.google.com
2026-07-07
CXO Digitalpulse
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-06
finance.yahoo.com
2026-07-06
Yahoo Finance
Marvell Technology (MRVL) Deepens NVIDIA Tie Up With NVLink Role In AI Infrastructure
Bailey Pemberton
Mon, July 6, 2026 at 3:07 AM PDT 3 min read
MRVL
+0.44%
NVDA
+3.65%
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