Semiconductor News & Analysis Feed
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2026-07-05
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2026-07-05
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2026-07-05
digitimes
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...
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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
2026-07-05
news.google.com
2026-07-05
IndexBox
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix weighs 0.5% underwriting fee for blockbuster U.S. share sale
Simon Mugo
Fri, July 3, 2026 at 10:13 PM PDT 2 min read
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Investing.com -- SK Hynix is considering paying banks underwriting its planned U.S. listing a fee of about 0.5% of the offering proceeds, Bloomberg reported on Saturday, as th
2026-07-04
www.investing.com
2026-07-04
Investing.com
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2026-07-03
letsdatascience.com
2026-07-03
Let's Data Science
INFRASTRUCTURE
data centers
gpus
sk telecom
south korea
SKT Commits to Yeongnam Hyperscale AI Data Centers
18 sources
|
July 3, 2026
|
By LDS Team
8.2
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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South Korea's SK Telecom will invest 140 trillion won ($91.5 billion) to build hyperscale AI data centers across the Yeongnam region, CEO Jung Jai-hun said at a
2026-07-03
digitimes.com
2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
www.geekwire.com
2026-07-03
GeekWire
Nvidia recruits longtime Microsoft sales leader Nick Parker with $40M+ pay package
BY TODD BISHOP on Jul 2, 2026 at 12:43 pm
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Microsoft executive Nick Parker at a conference in 2018. (Microsoft Photo)
Nick Parker, a 26-year Microsoft veteran who led the company’s worldwide commercial sales business, is leaving to become Nvidia’s new sales chief — a high-profile talent shift between two of
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
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2026-07-02
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
eetimes.com
2026-07-02
Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.