Semiconductor News & Analysis Feed
214 articles
2026-07-16
digitimes.com
2026-07-16
South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea's global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation's DRAM output within fi
2026-07-15
nai500.com
2026-07-15
NAI500
2026-07-15
digitimes.com
2026-07-15
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending trends that affect supply chains across Asia, the US, and Europe.
2026-07-15
news.google.com
2026-07-15
The Motley Fool
2026-07-13
news.google.com
2026-07-13
The Motley Fool
2026-07-13
news.google.com
2026-07-13
The Globe and Mail
2026-07-13
news.google.com
2026-07-13
Yahoo Finance
2026-07-13
news.google.com
2026-07-13
The Motley Fool
2026-07-11
www.theglobeandmail.com
2026-07-11
The Globe and Mail
2026-07-11
finance.yahoo.com
2026-07-11
Yahoo Finance
2026-07-11
www.fool.com
2026-07-11
The Motley Fool
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
digitimes.com
2026-07-10
Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.
2026-07-10
news.google.com
2026-07-10
The Motley Fool
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Prosper Junior Bakiny, The Motley Fool
Wed, July 8, 2026 at 2:20 PM PDT 3 min read
GOOGL
+1.99%
NVDA
+4.06%
Explore stocks on Coinbase
Trading disclosure
Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggress
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Last month, Alphabet (
GOOG
+1.90%
) (
GOOGL
+2.04%
) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggressive spending on artificial intelligence (AI). While we can debate whether that's good for the company -- with some investors arguing that the massive spending won't pay off and will only squeeze its profits and margins -- there is on
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Stock Is Down 17% From Its High. Is the Artificial Intelligence (AI) Leader Finally Cheap?
Keithen Drury, The Motley Fool
Tue, July 7, 2026 at 11:35 PM PDT 3 min read
NVDA
+4.06%
Trade NVIDIA on Coinbase
Trading disclosure
The largest company in the world, Nvidia (NASDAQ: NVDA), has had a bit of a rough stretch in recent months. Its stock peaked in May, but declined around 17% since then.
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The largest company in the world, Nvidia (
NVDA
+4.08%
), has had a bit of a rough stretch in recent months. Its stock peaked in May, but declined around 17% since then. That's not an insignificant decline, and leaves investors wondering when the next rally could be coming.
I think there are some catalysts later on in July that could cause Nvidia's stock to rocket back to all-time highs, and inve