Semiconductor News & Analysis Feed
93 articles
2026-07-24
news.google.com
2026-07-24
Investing.com UK
2026-07-23
www.ad-hoc-news.de
2026-07-23
Ad-hoc-news.de
Ams, Osram’s
Ams Osram’s €570m Infineon Cash Injection Meets a Reality Check on Debt Reduction
Published on 07/22/2026 at 19:32 | Redaktion boerse-global.de
Ams Osram shares surge 15% after hitting a multi-month low, as the company pivots to robotics sensors and cuts debt with a €570m Infineon deal.
Ams Osram’s €570m Infineon Cash Injection Meets a Reality Check on Debt Reduction Illustration mi
2026-07-22
tomshardware.com
2026-07-22
Jowi Morales
Mostly data center investments
2026-07-21
digitimes.com
2026-07-21
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure requirements of advanced memory manufacturing.
2026-07-19
www.ad-hoc-news.de
2026-07-19
ad-hoc-news.de
2026-07-18
www.foxbusiness.com
2026-07-18
Fox Business
2026-07-17
stocktwits.com
2026-07-17
Stocktwits
2026-07-16
digitimes.com
2026-07-16
The IPO prospectus of Changxin Memory Technologies (CXMT), filed ahead of a planned listing on Shanghai's STAR Market, lays bare the international talent base the company has assembled to compete against the established leaders of the global DRAM industry — and raises a subtler question about the residency arrangements of its founder.
2026-07-16
www.cnbc.com
2026-07-16
CNBC
2026-07-14
news.google.com
2026-07-14
IndexBox
2026-07-13
news.google.com
2026-07-13
Wccftech
2026-07-13
news.google.com
2026-07-13
InsuranceNewsNet
2026-07-12
news.google.com
2026-07-12
Tech Times
2026-07-10
digitimes.com
2026-07-10
Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-07
newsletter.semianalysis.com
2026-07-07
SemiAnalysis
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access
DANIEL NISHBALL, CHEANG KANG WEN, ZANE FONG, AND 5 OTHERS
JUL 07, 2026
∙ PAID
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Up until now the majority of A
2026-07-07
biz.chosun.com
2026-07-07
Chosunbiz
By
Hwang Min-gyu
Published 2026.07.07. 06:00
Updated 2026.07.07. 11:07
Dram production plants of Samsung Electronics, SK hynix, and Micron./Courtesy of each company
Let's assume there are only three bakeries that supply bread in a village. As it happened, more young people in the village started getting married, wedding cake orders surged, and all three bakeries shifted their ovens to wedding ca
2026-07-06
news.google.com
2026-07-06
AFR
2026-07-03
news.google.com
2026-07-03
CoinDesk
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
GitHub has announced that it will be giving developers a way to obtain their public repo on a CD-ROM. Context is provided by Sony's recent decision to abandon game discs.