Semiconductor News & Analysis Feed
203 articles
2026-07-13
news.google.com
2026-07-13
The Korea Economic Daily Global Edition
2026-07-13
digitimes.com
2026-07-13
Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components. Companies traditionally focused on powertrain, transmission, and safety systems are leveraging decades of manufacturing expertise to secure positions in semicon
2026-07-13
eetimes.com
2026-07-13
Pablo Valerio
The RISC-V open standard and the emergence of RVA23 silicon now provide the necessary flexibility and modularity without the limitations of traditional proprietary systems.
2026-07-13
digitimes.com
2026-07-13
Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total capacity. He said the memory market has entered a broad shortage, and that Nanya may add a fifth strategic partner, while 2027 capital expenditure could climb to as much as NT$200 billion (approx. US$6.2 billion), 4x
2026-07-12
news.google.com
2026-07-12
The Korea Economic Daily Global Edition
2026-07-11
global.chinadaily.com.cn
2026-07-11
China Daily - Global Edition
2026-07-10
www.kedglobal.com
2026-07-10
The Korea Economic Daily Global Edition
SK Hynix to raise $26.5 billion in biggest US IPO by foreign firm
SK Hynix's HBM4 chip (Courtesy of Yonhap) SK Hynix Inc. is poised to raise $26.5 billion through a New York listing of American depositary receipts (ADRs), giving the South Korean chipmaker fresh firepower in a race to expand capacity for the artificial intelligence infrastructure boom.The comp
2026-07-10
www.kedglobal.com
2026-07-10
The Korea Economic Daily Global Edition
Korean stocks battered for 3rd day by Middle East risk, AI chip peak-out fears
The Kospi tumbles 5.4% to close at 7,246.79, and the junior Kosdaq falls 5.6% to finish at 785.00 on July 8, 2026 (Courtesy of Yonhap) South Korean stocks suffered a third straight day of heavy losses on Wednesday, with the benchmark Kospi threatening the 7,000 level as renewed Middle East tens
2026-07-10
digitimes.com
2026-07-10
Micron Technology's decision to lift its planned US investment to more than US$ 250 billion through 2035, unveiled July 9 alongside the first concrete pour at its Clay, New York, site, is fundamentally a bet on where the AI era's most contested commodity, memory, will be manufactured.
2026-07-10
digitimes.com
2026-07-10
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.
2026-07-10
digitimes.com
2026-07-10
SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition. Originally scheduled for the second half of 2026, the event is now expected to take place in the first half of 2027. Industry sources believe the move is intended to better align the summit with Nvidia GTC, which is held
2026-07-10
tomshardware.com
2026-07-10
Jowi Morales
Unfortunately, this age-old scam still works.
2026-07-09
www.storagereview.com
2026-07-09
StorageReview.com
NVIDIA Pairs Revenue Sharing With Credit Support to Finance AI Cloud Buildouts
by Harold Fritts on July 9, 2026
Cloud ◇ Enterprise
NVIDIA has introduced a new business model to accelerate the deployment of AI infrastructure by combining revenue sharing with credit support for AI cloud providers. Announced July 1 in a blog post co-authored by CFO Colette Kress, the initiative is designed to expa
2026-07-09
www.kedglobal.com
2026-07-09
The Korea Economic Daily Global Edition
Samsung, SK Hynix to build new chip cluster outside Seoul in $500 bn projects
President Lee Jae Myung (center), Samsung Electronics Chairman Lee Jae-yong (right) and SK Group Chairman Chey Tae-won join hands at a public briefing on South Korea’s three mega projects at the Blue House on June 29, 2026 (Pool photo) Samsung Electronics Co. and SK Hynix Inc. plan to inv
2026-07-09
digitimes.com
2026-07-09
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
2026-07-09
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
digitimes.com
2026-07-09
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.
2026-07-08
fortune.com
2026-07-08
Fortune
Chinese companies are ditching Nvidia Corp.’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology.
Executives in the country say they’ll allocate 46% of their budget for artificial intelligence accelerators to domestic products over the next 12 mo
2026-07-08
news.google.com
2026-07-08
AD HOC NEWS
2026-07-08
tomshardware.com
2026-07-08
Bruno Ferreira
A harsh lesson on Windows telemetry, protecting online anonymity, and misinformation about defensive measures.