Semiconductor News & Analysis Feed
5373 articles
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows
Gao Yuan
Mon, July 6, 2026 at 7:09 PM PDT 2 min read
NVDA
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(Bloomberg) -- Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are resha
2026-07-07
www.cnbc.com
2026-07-07
CNBC
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2026-07-07
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2026-07-07
BoiseDev
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2026-07-07
www.chemeurope.com
2026-07-07
chemeurope.com
We bring you up to date at all times: Discover the latest news from the chemical industry, analytics, lab technology and process engineering. Researched by us so you don't have to.
The Who's Who of the chemical industry: Discover companies from all over the world. Here
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
www.techbuzz.ai
2026-07-07
The Tech Buzz
Samsung just posted one of the most dramatic earnings reversals in tech history. The South Korean semiconductor giant's profits skyrocketed 1,800% as the AI chip boom collides with severe supply constraints, sending memory chip prices soaring. The explosive growth signals how deeply the AI infrastructure race is reshaping the global semiconductor landscape, with Nvidia, Microsoft, and Google locke
2026-07-07
siliconangle.com
2026-07-07
SiliconANGLE
SK hynix Inc., the South Korean firm that rivals Samsung Electronics Co. Ltd. and Micron Technology Inc. as one of the world’s top memory chipmakers, said today it will sell almost 17.8 million shares when it launches its U.S. initial public offering later this week.
The sale is expected to help the company raise around $28 billion in funding, based on its closing share price in Seoul earlier tod
2026-07-07
www.tradingview.com
2026-07-07
TradingView
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Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Less than 1 min read
000660
+5.30%
SK hynix Inc. Sponsored GDR (000660) was scheduled to debut on the Nasdaq later in the week, with reports noting strong investor demand for AI-related chip stocks ahead of the listing.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy?
Daniel Sparks, The Motley Fool
Mon, July 6, 2026 at 5:10 PM PDT 5 min read
MU
+1.11%
NVDA
+3.65%
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Micron Technology (NASDAQ: MU) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soarin
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
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
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
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
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
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-07
digitimes.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.