Semiconductor News & Analysis Feed
53 articles
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
2026-07-03
news.futunn.com
2026-07-03
富途牛牛
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
2026-07-03
news.google.com
2026-07-03
Basic Tutorials
2026-07-02
digitimes.com
2026-07-02
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-06-30
www.thelec.net
2026-06-30
thelec.net
ASICLAND headquarters. (Image: ASICLAND)
ASICLAND shares surged to the daily trading limit on June 29 after two contract disclosures related to SK hynix produced sharply contrasting market reactions.
The company made separate regulatory filings on the afternoon of June 26 and the morning of June 29. In the June 26 filing, ASICLAND revised the value of its application-specific integrated circuit
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-23
tomshardware.com
2026-06-23
Jowi Morales
This system raises the base coolant temperature to 113 degrees F (45 degrees C) to save on electricity costs and reduce water consumption to basically zero.
2026-06-22
technode.global
2026-06-22
TNGlobal
Gobi Partners has invested in GreatAsic through multiple funds, including Gobi Dana Impak Ventures, a fund backed by Khazanah Nasional Berhad through Dana Impak, as part of GreatAsic‘s recently closed $6.9 million Pre-Series A round led by Vertex Ventures Southeast Asia and India.
In a statement of Monday, Malaysia-based venture capital firm Gobi Partners said the investment supports Dana Impak’s
2026-06-19
digitimes.com
2026-06-19
Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC design house. The company was established by three founders with extensive experience in the IC design industry: Meng Thai Ng, Hun Wah Cheah, and Chun Chiat Tan. Headquartered in Bayan Lepas, Penang, Oppstar opened an office in Kuala Lumpur, Malaysia, in 2022. From it
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-12
digitimes.com
2026-06-12
MediaTek reported May 2026 revenue of NT$47.43 billion (approx. US$1.5 billion), up 1.49% from the previous month and 4.99% from a year earlier. Cumulative revenue for the first five months of 2026 totaled NT$243.32 billion, down 1.59% from the same period last year.
2026-06-11
pulse2.com
2026-06-11
Pulse 2.0
QBit Semiconductor announced the acquisition of a 60% stake in Singapore-based SinChip Technology, expanding its ASIC design services capabilities and strengthening its presence in high-growth markets, including Edge AI, high-performance computing, optical communications, and automotive semiconductors.
The transaction, completed on June 5, gives QBit operational control of SinChip, which will be