Semiconductor News & Analysis Feed
32 articles
2026-07-14
news.google.com
2026-07-14
Mexico Business News
2026-07-12
news.google.com
2026-07-12
finance.biggo.com
2026-07-11
www.techtimes.com
2026-07-11
Tech Times
2026-07-10
www.cnbc.com
2026-07-10
CNBC
2026-07-10
www.cnbc.com
2026-07-10
CNBC
2026-07-08
www.axios.com
2026-07-08
Axios
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says · Stocktwits
Rounak Jain
Fri, June 26, 2026 at 4:05 AM PDT 2 min read
MU
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HSBC stated that it expects SK Hynix's price-to-boo
2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
AI & Enterprise
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing
AI Summary
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-18
news.google.com
2026-06-18
EE Times
2026-06-18
digitimes.com
2026-06-18
A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis showed the HiSilicon Kirin 9030 processor was made on SMIC's third-generation 7nm-class N+3 process with a local metal pitch narrower than that of Intel's 18A chip used in Panther Lake.
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.trendforce.com
2026-06-15
TrendForce
[News] TSMC CoWoS Supply-Demand Gap Reportedly Seen Narrowing from 20% to 10% by End-2026
2026-06-15 Semiconductors editor
News
Please note that this article cites information from Economic Daily News, Reuters. and Commercial Times.
TSMC continues to accelerate its advanced packaging capacity expansion, helping move the industry closer to supply-demand balance. According to Economic Dail
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-03
tomshardware.com
2026-06-03
Jake Roach
Intel knows that Arrow Lake dealt a blow to its reputation among enthusiasts. Arrow Lake Refresh was an effort to correct that issue, laying the groundwork for Nova Lake later this year.
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
Korea-China HBM Gap Narrows to Three Years
China Pursues Korea With Volume Offensive
CXMT Technology Catches Up to HBM3
Wafer Capacity Reaches Micron's Level
Jensen Huang Unveils PC AI Chip at GTC
Samsung, SK Memory Chip Demand to Grow
Finance
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Published 2026.06.01. 17:41:10
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By Kim Yoon-soo in Taipei
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Nvidia CEO Jensen Huang unveils four new "Vera Rubin" products during
2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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