Semiconductor News & Analysis Feed
29 articles
2026-06-12
www.gadgets360.com
2026-06-12
Gadgets 360
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2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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阿斯麦股价上涨，但涨幅落后于美国半导体行业整体以及$应用材料 (AMAT.US)$等同行。投资者们质疑阿斯麦不愿提价、其下一代设备的普及速度以及其提高供应速度的能力。
有着“人类科技巅峰”称号的荷兰光刻机巨头 $阿斯麦 (AS
2026-06-09
eetimes.com
2026-06-09
Discover how all-optical neural networks promise ultra-fast, energy-efficient AI—listen now to see if photonics will finally shatter neural bottlenecks.
2026-06-08
www.devdiscourse.com
2026-06-08
Devdiscourse
South Korean President Advocates Strategic Investment Amid Semiconductor Revenue Surge
President Lee Jae Myung of South Korea proposes channeling excess tax revenue from the semiconductor boom into long-term investments. He remains cautious about profit-sharing with workers. Lee emphasizes sustainable growth and international discussion on corporate profit policies.
Devdiscourse News Desk | Update
2026-06-07
www.devdiscourse.com
2026-06-07
Devdiscourse
Reuters | Nvidia And South Koreas Sk Are Expected To Announce A Plan For Cooperation Between The Two Companies On Monday | United States
Nvidia and South Korea's SK are expected to announce a plan for cooperation between the two companies on Monday, with the boss of the U.S. chipmaker saying that the ongoing memory shortage would persist for "quite a few years".
A spokesperson for SK Hynix
2026-06-07
www.devdiscourse.com
2026-06-07
Devdiscourse
Nvidia, SK to detail cooperation plan as Huang flags prolonged chip shortage
Nvidia and SK Hynix are set to announce a cooperation plan on Monday, amidst ongoing memory shortages that Nvidia's CEO expects to persist for "quite a few years".
Reuters | Nvidia And South Koreas Sk Are Expected To Announce A Plan For Cooperation Between The Two Companies On Monday | Updated: 07-06-2026 17:23 IST | Cre
2026-06-04
discoveryalert.com.au
2026-06-04
Discovery Alert
For decades, the rare earth industry operated in near-total obscurity. Prices were low, supply seemed abundant, and the intricate chemistry required to separate these elements from ore was considered too costly and complex for most Western nations to bother with. China stepped into that vacuum with extraordinary deliberateness, building processing infrastructure, subsidising production, and system
2026-06-01
www.devdiscourse.com
2026-06-01
Devdiscourse
Samsung Electronics has achieved a significant milestone by surpassing Micron Technology to become the leading supplier in the global automotive memory chip market, securing a 40% market share. This marks a pivotal shift as its US competitor loses its previous dominance in the sector, according to The Korea Herald.
The report highlights that Samsung's market share increased from 35% in 2024 to 40
2026-06-01
www.devdiscourse.com
2026-06-01
Devdiscourse
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2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Bill Gates gives a possessed Doom heavy weapon dude both barrels in a rediscovered Windows 95 plus DirectX gaming presentation.
2026-05-30
tomshardware.com
2026-05-30
Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Huawei's LogicFolding Revolution: Breaking Through Chip Design Barriers
Huawei's innovative chip design principle, focusing on signal speed rather than shrinking semiconductors, introduces a new path for China amidst U.S. sanctions. Their approach, known as the Tau Scaling Law, seeks to enhance chip efficiency via tightly connected structures, although its true impact remains debated within the in
2026-05-26
www.thurrott.com
2026-05-26
Thurrott.com
Discord is now available as a native app on Qualcomm-powered PCs. As spotted by Neowin, an ARM64 installer is now available from Discord’s website as an alternative to the x86 version.
The company has yet to communicate the public release of this new ARM64 version, which was said to be in the early stages of development last year. Discord could already run through emulation on Windows on ARM, but
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 3-China's Huawei reveals chip design breakthrough amid US sanctions
While the global chip industry is increasingly investing in post-Moore's Law solutions, from advanced packaging to chiplets, the search has become especially urgent for China. U.S. export controls have restricted Chinese companies' access to the most advanced chipmaking tools, particularly the equipment needed to make chips
2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 2-China's Huawei reveals chip design breakthrough amid US sanctions
Huawei's Ascend chip series has become increasingly central to powering Chinese AI models, including DeepSeek's latest flagship model V4, released last month. Huawei said its Kirin chips scheduled to launch later this year would be the first to use a related architecture called LogicFolding, which the company said would
2026-05-20
www.fiercebiotech.com
2026-05-20
Fierce Biotech
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