Semiconductor News & Analysis Feed
20 articles
2026-08-21
www.tipranks.com
2026-08-21
2026-08-17
cryptobriefing.com
2026-08-17
2026-08-17
2026-08-13
www.digitimes.com
2026-08-13
According to a recent DIGITIMES report, China's high-end AI chip market could see nearly 90% domestic market share by 2026, with overseas suppliers like NVIDIA and AMD expected to capture only about 10%. This shift reflects China's growing investment in semiconductor development and its push toward
2026-08-13
www.moomoo.com
2026-08-13
2026-08-12
www.chosun.com
2026-08-12
Rebellions CEO Park Sung-hyun has emerged as a significant figure in South Korea's semiconductor startup landscape, vowing to challenge NVIDIA in the AI chip market. As a fabless semiconductor design company, Rebellions focuses on developing chips for efficient AI computation in data centers, with c
2026-08-11
www.huaweicentral.com
2026-08-11
According to a recent report by TrendForce, Huawei and other domestic semiconductor firms are expected to capture 90% of China’s high-end AI chip market by 2026. This projection comes amid escalating U.S.-China tech tensions, particularly due to U.S. export restrictions on foreign chipmakers like NV
2026-08-10
news.google.com
2026-08-10
2026-08-07
news.google.com
2026-08-07
2026-08-05
2026-08-05
news.google.com
2026-08-05
2026-08-05
2026-07-31
www.gurufocus.com
2026-07-31
According to GuruFocus analysis, the AI chip market's primary constraint is not demand deficiency but production limitations. This finding reveals structural supply chain issues within the semiconductor industry. As artificial intelligence technology rapidly advances, demand for high-performance AI
2026-07-30
www.analyticsinsight.net
2026-07-30
2026-07-28
streamlinefeed.co.ke
2026-07-28
South Korean tech stocks plummeted over 10% on July 28, 2026, driven by panic selling in semiconductor giants Samsung Electronics and SK Hynix. The market downturn reflects growing investor skepticism about the sustainability of the AI infrastructure boom, exacerbated by rising global financing cost
2026-07-27
news.google.com
2026-07-27
2026-07-26
news.google.com
2026-07-26
2026-07-25
www.thenews.com.pk
2026-07-25
Samsung Electronics and Broadcom have announced a strategic partnership valued at $200 billion, marking a significant expansion in their collaboration across memory chips, custom chip manufacturing, and advanced packaging, with an expected duration through 2030. This move aims to integrate Broadcom'
2026-07-24
finance.yahoo.com
2026-07-24
Amid the surging global demand for artificial intelligence, Intel CEO Lip-Bu Tan has identified a potential $100 billion market for custom AI silicon, signaling a strategic pivot from traditional general-purpose processors toward specialized chips. Tan emphasized Intel's unique end-to-end capabiliti
2026-07-24
www.benzinga.com
2026-07-24
Intel CEO Lip-Bu Tan has expressed bullish sentiment toward the custom AI chip market, forecasting a $100 billion opportunity. This outlook reflects the accelerating demand for specialized AI chips driven by advancements in artificial intelligence technologies and enterprise adoption. Amid ongoing s