Semiconductor News & Analysis Feed
493 articles
2026-07-10
digitimes.com
2026-07-10
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
digitimes.com
2026-07-10
SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.
2026-07-10
digitimes.com
2026-07-10
A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.
2026-07-10
www.capitalbrief.com
2026-07-10
Capital Brief
BRIEFING
RECORD RAISE
SK Hynix raises USD26.5b ahead of Nasdaq debut
Make us a preferred source on Google
8:55am on 10 July 2026
The news: South Korean chipmaker SK Hynix, the world’s second-largest producer of memory chips, has raised USD26.5 billion ($38.1 billion) through its American depositary share offering, with the US listing more than seven times oversubscribed, according to Bloomberg.
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-07-09
stocktwits.com
2026-07-09
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1bbe15cddaf117c
Performance and Security by Cloudflare
Privacy
2026-07-09
www.coindesk.com
2026-07-09
CoinDesk
Artificial intelligence (AI) has not only been dominating headlines, but has also been soaking up capital that might otherwise have flowed into other parts of the financial market, including cryptocurrencies.
This trend continues as SK Hynix (000660) gears for its blockbuster IPO on July 10. The South Korean memory chip giant is raising about $24.5 billion to $28 billion through the sale of 177.9
2026-07-09
www.marketbeat.com
2026-07-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by DSM Capital Partners LLC
Written by MarketBeat
July 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DSM Capital Partners trimmed its TSM position by 5.2% in the first quarter, selling 2,305 shares and leaving it with 42,266 shares worth about $14.3 million.
TSMC remains a top AI beneficiary, with multiple recent articles and
2026-07-09
thecapitolforum.com
2026-07-09
The Capitol Forum
2026-07-09
www.digitimes.com
2026-07-09
digitimes
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Keep me signed
2026-07-09
www.japantimes.co.jp
2026-07-09
The Japan Times
KARUIZAWA, NAGANO PREF. – Rapidus plans to sell its advanced 2-nanometer chips at around the same price as similar chips produced by Taiwan Semiconductor Manufacturing Co., the Japanese chipmaker’s president has said.
At an event hosted by the Japan Productivity Center in the town of Karuizawa, Nagano Prefecture, on Wednesday, Rapidus President Atsuyoshi Koike said the company plans to set the pr
2026-07-09
www.nippon.com
2026-07-09
nippon.com
Rapidus to Sell Advanced Chips at No Higher than TSMC Price
Economy Technology Jul 9, 2026 09:52 (JST)
Share Post Print Email Share
Read in other languages
English 日本語 简体字 繁體字 Français Español العربية Русский
Karuizawa, Nagano Pref., July 9 (Jiji Press)--Japanese chipmaker Rapidus Corp. plans to price its advanced semiconductors with a circuit line width of 2 nanometers no higher than the price
2026-07-09
www.nippon.com
2026-07-09
nippon.com
Rapidus to Sell Advanced Chips at No Higher than TSMC Price
Economy Technology Jul 9, 2026 09:52 (JST)
Share Post Print Email Share
Read in other languages
English 日本語 简体字 繁體字 Français Español العربية Русский
Karuizawa, Nagano Pref., July 9 (Jiji Press)--Japanese chipmaker Rapidus Corp. plans to price its advanced semiconductors with a circuit line width of 2 nanometers no higher than the price
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
Rapidus President Atsuyoshi Koike, whose company aims to domesticate next-generation semiconductor production, spoke at a seminar hosted by the Japan Productivity Center in Karuizawa, Nagano Prefecture, on the 8th. Regarding the cutting-edge 2-nanometer (a nano is one-billionth) semiconductors scheduled for mass production in 2027, he explicitly stated that the sales price would be set at a level
2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
digitimes.com
2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
2026-07-09
digitimes.com
2026-07-09
Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.
2026-07-09
digitimes.com
2026-07-09
Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.