Semiconductor News & Analysis Feed

5 articles
2026-08-19
seekingalpha.com 2026-08-19
2026-08-16
www.marketscale.com 2026-08-16
In 2026, the global semiconductor industry is undergoing significant segmentation, with AI infrastructure spending reshaping the entire sector. Companies like Samsung have experienced explosive profit growth due to strong demand for AI memory, with its chip division's profits surging 250-fold, highl
2026-08-05
digitimes.com 2026-08-05
2026-07-21
www.benzinga.com 2026-07-21
2026-06-14
www.indexbox.io 2026-06-14
Global AI infrastructure investment is projected to exceed $700 billion in 2026, reflecting the rapid growth in computing demand driven by AI technology advancement. This analysis highlights the pivotal role of semiconductor leaders NVIDIA and AMD in this expansion. The report demonstrates that as l