Semiconductor News & Analysis Feed
487 articles
2026-07-13
news.google.com
2026-07-13
Asia News Network
2026-07-13
digitimes.com
2026-07-13
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div
2026-07-13
digitimes.com
2026-07-13
Samsung Electronics plans to begin operations at its first Yongin fab in 2029, one to two years ahead of schedule, increasing pressure on South Korea to accelerate the power, water and site development needed for a major semiconductor expansion.
2026-07-13
digitimes.com
2026-07-13
SK Hynix began mass-production shipments of 12-layer HBM4 to Nvidia at the end of June and is increasing output ahead of a broader ramp, The Bellreported, citing semiconductor industry sources.
2026-07-13
digitimes.com
2026-07-13
Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build a state-backed 12-inch memory fabrication plant in Shenzhen, a move aimed at easing DRAM shortages while reducing reliance on overseas suppliers amid continued US export controls.
2026-07-12
digitimes.com
2026-07-12
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.
2026-07-11
digitimes.com
2026-07-11
Backed by support from the European Chips Act, German quantum startup QuantumDiamonds has completed a financing round totaling EUR91 million (approx. US$104.1 million), a move expected to deepen its presence in the three major semiconductor markets and speed the rollout of diamond-based quantum sensing technology into wafer fabs worldwide.
2026-07-11
digitimes.com
2026-07-11
Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components.
2026-07-11
www.reuters.com
2026-07-11
Reuters
2026-07-10
www.asiafinancial.com
2026-07-10
Asia Financial
Korean memory chips giant, which is a supplier to Nvidia, raised a record $26bn from its US listing, and gave impetus to markets across Asia on Friday
The impressive US listing of Korean chip giant SK Hynix helped reinvigorate stocks in South Korea and other Asian markets on Friday.
The record-breaking $26.5-billion US share sale gave a lift to the tech sector after weeks of selling, analysts sa
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Wall Street gets small boost from SK hynix debut
AFP
July 10, 2026 3 min read
SKHY
-1.86%
^IXIC
-0.05%
005930.KS
+6.15%
MU
+1.94%
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SK hynix's blockbuster share sale helped boost Asian tech firms (Jung Yeon-je)
Global stock markets rose slightly on Friday as investors digested a wave of corporate announcements, while the Nasdaq failed to get a major boost fro
2026-07-10
news.google.com
2026-07-10
Modern Diplomacy
2026-07-10
live.euronext.com
2026-07-10
Euronext Markets: Real-time Stock Market Data | live
A data-driven snapshot of how Euronext-listed companies are advancing their Environmental, Social and Governance (ESG) practices.
The first edition of the Euronext Index Outlook series with a particular focus on the European Strategic Autonomy Index.
Investors benefit from a centralised market place that will not only bring transparency but also better pricing due to the grouping of liquidity.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Wall Street climbs, oil slides as investors bet on AI growth over Middle East tensions
By Pete Schroeder
July 10, 2026 3 min read
000660.KS
+4.08%
CL=F
-0.56%
^DJI
-0.59%
^GSPC
-0.19%
^IXIC
-0.05%
By Pete Schroeder
WASHINGTON, July 10 (Reuters) - Stocks climbed and oil prices slipped somewhat as investors retained AI-related enthusiasm and shrugged off the ongoing dispute between the U.S. and Ir
2026-07-10
www.france24.com
2026-07-10
France 24
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2026-07-10
sg.finance.yahoo.com
2026-07-10
Yahoo Finance Singapore
Wall Street gets small boost from SK hynix debut
AFP News
10 July 2026 3 min read
000660.KS
+4.08%
^IXIC
-0.05%
005930.KS
+6.15%
MU
+1.94%
SK hynix's blockbuster share sale helped boost Asian tech firms (Jung Yeon-je)
Global stock markets rose slightly on Friday as investors digested a wave of corporate announcements, while the Nasdaq failed to get a major boost from the solid debut of South Kore
2026-07-10
uk.finance.yahoo.com
2026-07-10
Yahoo Finance UK
Wall Street gets small boost from SK hynix debut
AFP
10 July 2026 3 min read
000660.KS
+4.08%
^IXIC
-0.05%
005930.KS
+6.15%
MU
+1.94%
SK hynix's blockbuster share sale helped boost Asian tech firms (Jung Yeon-je)
Global stock markets rose slightly on Friday as investors digested a wave of corporate announcements, while the Nasdaq failed to get a major boost from the solid debut of South Korean ch
2026-07-10
www.barrons.com
2026-07-10
Barron's
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2026-07-10
www.reuters.com
2026-07-10
Reuters
__fail__
2026-07-10
digitimes.com
2026-07-10
JCET plans to invest about CNY10 billion (approx. US$1.4 billion) in fixed assets in 2026, sharply increasing spending on AI-driven advanced packaging, automotive electronics and selected mainstream packaging capacity while its major Chinese plants run on strong orders.