Semiconductor News & Analysis Feed
487 articles
2026-07-10
digitimes.com
2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
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
digitimes.com
2026-07-10
E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global chip makers, the shift could accelerate next-generation packaging capacity, reshape supplier spending, and bring advanced process tools into volume production sooner than expected.
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
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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
www.bloomberg.com
2026-07-10
Bloomberg.com
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Get the most important global
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Investors Are Increasingly Concerned About Nvidia (NVDA), Should You Be Worried?
Jabran Kundi
Thu, July 9, 2026 at 4:18 AM PDT 2 min read
NVDA
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 Best Dow Stocks to Invest In Right Now. NVIDIA Corporation's (NASDAQ:NVDA) product roadmap came into question briefly after a recent report from research f
2026-07-09
nai500.com
2026-07-09
NAI500
A Bloomberg segment teed up the question of how a once-embattled Korean memory supplier is suddenly central to AI. The more revealing answers are in local Asian reporting: Korean tech dailies tracking high bandwidth memory buildouts, Japanese business papers linking yield and returns, and Chinese media flagging supply chain choke points. Together, they explain why SK Hynix sits at the fulcrum of A
2026-07-09
www.kucoin.com
2026-07-09
KuCoin
Written by: Rita
Tide Guide
Morgan Stanley released its latest AI supply chain report on July 8, providing a comprehensive update on CoWoS advanced packaging allocations and ASIC dynamics for 2027. The report’s core assessment is that global CoWoS demand will reach 2.694 million wafers in 2027, a 93% increase from 1.394 million wafers in 2026. NVIDIA remains the largest shareholder (1.222 millio
2026-07-09
asia.nikkei.com
2026-07-09
Nikkei Asia
'Tremendous visibility' into demand for next 24 months backs confidence in growth
Applied Materials CEO Gary Dickerson said he is confident that AI-driven chip demand will continue for many years. (Photo by Cheng Ting-Fang)
SINGAPORE -- Chipmakers are sharing their equipment demand outlooks for two years or more to ensure their capacity expansions proceed smoothly, the chief executive of Applied
2026-07-09
news.google.com
2026-07-09
EE Times Asia
2026-07-09
news.google.com
2026-07-09
EE Times Asia
2026-07-09
news.google.com
2026-07-09
EE Times Asia
2026-07-09
digitimes.com
2026-07-09
Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.
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
Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.
2026-07-09
digitimes.com
2026-07-09
Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.
2026-07-09
digitimes.com
2026-07-09
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
2026-07-08
biz.chosun.com
2026-07-08
Chosunbiz
By
Hwang Min-gyu
Published 2026.07.08. 15:17
China CXMT corporations logo. /Courtesy of Reuters Yonhap
An analysis of the securities registration statement submitted by CXMT for a listing on Shanghai's STAR Market found no content related to capital expenditures for high bandwidth memory (HBM). China's drive into HBM, cited as a mid- to long-term threat to Samsung Electronics and SK hynix, is n
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.