Semiconductor News & Analysis Feed
39 articles
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
2026-07-10
digitimes.com
2026-07-10
Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-06-18
digitimes.com
2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-16
news.google.com
2026-06-16
EE Times Asia
2026-06-16
news.google.com
2026-06-16
EE Times Asia
2026-06-15
digitimes.com
2026-06-15
Below are the most-read DIGITIMES Asiastories from the week of June 8-14, 2026:
2026-06-13
wccftech.com
2026-06-13
Wccftech
AMD has officially launched its Ryzen AI Halo AI PC, which offers super-fast token throughput at a $3999 price point.
The first AMD Ryzen AI Halo platforms are now available on retail, and are listed at the official MSRP of $3999. These systems pack the Ryzen AI MAX+ 395 SoC, 128 GB of memory, and lots of AI horsepower within a compact form factor that challenges NVIDIA's DGX Spark at a much lowe
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-09
whtc.com
2026-06-09
WHTC
By Aditya Soni and Anhata Rooprai
June 8 (Reuters) – Nvidia’s entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said.
At the Computex trade show in Taiwan, the chipmaker pitched a future where laptops run large AI models locally and act as personal dig
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-08
www.spiceworks.com
2026-06-08
Spiceworks
www.spiceworks.com
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.