Semiconductor News & Analysis Feed
487 articles
2026-07-08
asiatimes.com
2026-07-08
Asia Times
China is using several methods to circumvent United States export controls on extreme ultraviolet (EUV) lithography machines, including developing its own machines and stacking artificial intelligence (AI) chips to boost their performance.
However, Washington suspects these may not be what Beijing has done alone. It says China may have already obtained an EUV machine from ASML through underground
2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
Sarasin & Partners LLP has added 332,404 shares of $TSM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TSM.
TAIWAN SEMICONDUCTOR MANUFACTURING Hedge Fund Activity
We have seen 1,482 institutional investors
2026-07-07
www.techinasia.com
2026-07-07
Tech in Asia
Synopsys, a US chip design software company, plans to stop releasing new versions of some chip manufacturing analytics tools, according to six sources.
The tools are used by Samsung Electronics, SK hynix, Kioxia Holdings, and Qorvo, which will continue to receive maintenance support instead.
The affected products include Equipment Engineering System and Fault Detection and Classification tools.
2026-07-07
news.google.com
2026-07-07
EE Times Asia
2026-07-07
finimize.com
2026-07-07
Finimize
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2026-07-07
asia.nikkei.com
2026-07-07
Nikkei Asia
South Korean chipmaker plans to build more fabs to meet rising demand on AI boom
Samsung Electronics continues to ride the AI boom to massive profit increases but concerns are increasing over a potential glut of memory chips. © Reuters
SEOUL -- Samsung Electronics' operating profit soared more than 19 times to 89.4 trillion won ($58.4 billion) in the second quarter from a year ago, the company s
2026-07-07
digitimes.com
2026-07-07
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
2026-07-07
semiengineering.com
2026-07-07
Anne Meixner
Optical methods need to comply with increasing warpage, finer RDL pitch, and trace size.
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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2026-07-07
www.taipeitimes.com
2026-07-07
Taipei Times
Asian technology stocks slumped after a report that Nvidia Corp’s next-generation artificial intelligence (AI) server rack system has been delayed by more than a year due to manufacturing difficulties.
Research firm SemiAnalysis said in a social media post that Nvidia’s Kyber NVL144 hit setbacks in the construction of printed circuit boards (PCBs) for the platform.
“Our road map is intact,” an N
2026-07-06
news.google.com
2026-07-06
Asia Times
2026-07-06
news.google.com
2026-07-06
Bloomberg.com
2026-07-06
news.google.com
2026-07-06
조선일보
2026-07-06
news.google.com
2026-07-06
EE Times Asia
2026-07-06
news.google.com
2026-07-06
Bloomberg.com
2026-07-06
digitimes.com
2026-07-06
Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.
2026-07-05
news.google.com
2026-07-05
IndexBox
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
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2026-07-03
news.futunn.com
2026-07-03
富途牛牛
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