Semiconductor News & Analysis Feed

503 articles
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
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.
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
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.
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
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
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
2026-07-09
digitimes.com 2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
www.ad-hoc-news.de 2026-07-09 AD HOC NEWS
Microns, Structural Micron's Structural Shift: How HBM Demand Is Reshaping the Memory Market — and Why New Fabs Take Years to Ease the Squeeze Veröffentlicht: 08.07.2026 um 19:15 Uhr, Redaktion boerse-global.de Structural reallocation of memory chips to AI-focused HBM keeps prices elevated, but Micron's stock slides 28% from highs amid supply constraints and long-term uncertainty. Micron's Struc
2026-07-09
www.tomshardware.com 2026-07-09 Tom's Hardware
Tech Industry Manufacturing Semiconductors Rapidus fab roadmap examined — first new leading-edge chipmaker in decades has one Hokkaido fab, a 2027 deadline, and 60 potential customers Features By Luke James Published July 9, 2026 Japan's national champion has EUV running and a 2nm GAA prototype, but still lacks a single committed volume customer. (Image credit: Getty Images / Yuichi Yamazaki)
2026-07-08
www.gurufocus.com 2026-07-08 GuruFocus
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2026-07-08
www.renaissancecapital.com 2026-07-08 renaissancecapital.com
Join Renaissance's director of investment strategies for the Weekly Weigh-in. In this edition, Avery discusses AI memory stocks and SK hynix's US IPO. To stay on top of the IPO market, make sure to sign up for our weekly newsletter. Important Disclosures Renaissance Capital LLC is an SEC-registered investment adviser. © 2026 Renaissance Capital LLC. All rights reserved.
2026-07-08
japan-forward.com 2026-07-08 JAPAN Forward
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2026-07-08
letsdatascience.com 2026-07-08 Let's Data Science
INFRASTRUCTURE semiconductors ai chips ai infrastructure ai geopolitics Rapidus Pursues 2-nanometer Semiconductor Production in Japan 3 sources | July 8, 2026 | By LDS Team 7.3 Relevance Score Photo: cdn.japan-forward.com · rights & takedowns QUICK SUMMARY Hide Rapidus is pursuing 2-nanometer logic semiconductor production in Japan, with its official site saying the Chitose pilot line began opera
2026-07-08
digitimes.com 2026-07-08
Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.