Semiconductor News & Analysis Feed
43 articles
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
digitimes.com
2026-07-07
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
2026-07-07
www.digitimes.com
2026-07-07
digitimes
2026-07-06
digitimes.com
2026-07-06
Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize 2.0, a software-hardware integrated AI computing platform built around the chip.
2026-07-05
digitimes.com
2026-07-05
Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-23
www.storagenewsletter.com
2026-06-23
StorageNewsletter
SK hynix Receives 2026 IEEE Corporate Innovation Award for Driving AI Computing Expansion with HBM
Recognition highlights the company's achievements in driving expansion of AI computing through HBM innovation and application
This is a Press Release edited by StorageNewsletter.com on June 23, 2026 at 2:00 pm
SK hynix Inc. announced that it received the Corporate Innovation Award at the ‘2026 IEEE
2026-06-23
eu.36kr.com
2026-06-23
36 Kr
AI computing power is surging, making power semiconductors a "rigid demand"
芯联资本
2026-06-23 14:42
Corelink Integration Holding's subsidiary Corelink Power launches 3300V SiC MOSFET
On June 22nd, Xinlian Power, a subsidiary of Xinlian Integrated Holding Company, officially announced the launch of a 3300V SiC MOSFET device. This product fills a crucial gap in the application of domestic high-voltag
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing
Maham Fatima
Thu, June 11, 2026 at 1:15 PM PDT 2 min read
ARM
+11.32%
NVDA
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Explore stocks on Coinbase
Trading disclosure
Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm's Executive VP of the Edge AI Business Unit, announced that the newly unveiled
2026-06-10
datacentremagazine.com
2026-06-10
Data Centre Magazine
NVIDIA and SK Telecom are bringing data centre infrastructure to the forefront of their AI ambitions through plans for a gigawatt-scale AI Cloud in South Korea.
Powered by NVIDIA’s DSX platform, the project will support the development of AI factories capable of handling AI training, inference and enterprise workloads.
It will also expand the country’s computing capacity for future AI services.
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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阿斯麦股价上涨，但涨幅落后于美国半导体行业整体以及$应用材料 (AMAT.US)$等同行。投资者们质疑阿斯麦不愿提价、其下一代设备的普及速度以及其提高供应速度的能力。
有着“人类科技巅峰”称号的荷兰光刻机巨头 $阿斯麦 (AS
2026-06-10
news.futunn.com
2026-06-10
富途牛牛
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2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.