Semiconductor News & Analysis Feed

7401 articles
2026-07-03
digitimes.com 2026-07-03
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.
2026-07-03
digitimes.com 2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com 2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
digitimes.com 2026-07-03
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
2026-07-03
digitimes.com 2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
digitimes.com 2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
digitimes.com 2026-07-03
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's background or specific circumstances.
2026-07-03
digitimes.com 2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
digitimes.com 2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
eetimes.com 2026-07-03 Pablo Valerio
SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and is plans a Nasdaq listing.
2026-07-03
www.digitimes.com 2026-07-03 digitimes
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-07-03
seekingalpha.com 2026-07-03 Seeking Alpha
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2026-07-03
www.thewirechina.com 2026-07-03 The Wire China
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2026-07-03
mlq.ai 2026-07-03 MLQ.ai
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2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure Maham Fatima Thu, July 2, 2026 at 3:12 PM PDT 1 min read DOX -1.82% Trade Amdocs on Coinbase Trading disclosure Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac
2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know · Zacks Zacks Equity Research Thu, July 2, 2026 at 3:00 PM PDT 3 min read ON +2.95% Trade ON on Coinbase Trading disclosure ON Semiconductor Corp. (ON) closed at $91.22 in the latest trading session, marking a -3.6% move from the prior day. On the other hand, t
2026-07-03
www.ad-hoc-news.de 2026-07-03 Ad-hoc-news.de
Infineon, DE0006231004 Infineon Technologies outlook amid global chip demand. Investors eye power electronics and automotive growth Veröffentlicht: 02.07.2026 um 23:38 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion) Infineon Technologies faces a complex backdrop as global semiconductor demand shifts toward power electronics, automotive and industrial applica
2026-07-03
www.ad-hoc-news.de 2026-07-03 Ad-hoc-news.de
Cadence Design Systems, US12541W1027 Cadence Design Systems expands its role in electronic design automation. The company focuses on advanced chip design tools Veröffentlicht: 02.07.2026 um 23:16 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion) Cadence Design Systems continues to build its position in electronic design automation as demand for complex chip de
2026-07-03
www.msn.com 2026-07-03 MSN
Retailer issues warning: Currys says AI data center demand is diverting chips from consumer devices, causing availability issues and likely price hikes later in 2026. Tech giants raise prices: Apple and Microsoft have increased hardware prices as memory supplies tighten, reflecting a broader squeeze hitting electronics and auto sectors. Long-term shortage outlook: Industry leaders expect the mem
2026-07-03
www.fool.com 2026-07-03 The Motley Fool
As the world leans further into automation and data centers, choosing between Broadcom ( AVGO +5.00% ) and ON Semiconductor ( ON +2.95% ) has become a classic debate for tech investors. Broadcom provides networking chips, wireless connectivity, and infrastructure software used across cloud, enterprise, and data-center environments, while ON Semiconductor specializes in power management for the au