Semiconductor News & Analysis Feed
50 articles
2026-08-14
news.google.com
2026-08-14
SK Group's chairman's lack of concern regarding NVIDIA dependence has sparked market analysis of SK Hynix's 8% stock surge. This phenomenon reveals the complex supply chain relationships and market confidence factors within the semiconductor industry. As a major South Korean conglomerate with extens
2026-08-14
news.google.com
2026-08-14
Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading semiconductor foundry, is facing dual challenges of talent shortage and water resource constraints that could significantly impact global chip supply chains. As the semiconductor industry advances toward more sophisticated proces
2026-08-14
news.google.com
2026-08-14
NVIDIA has raised the official price of its RTX PRO 6000 Blackwell workstation GPU from $13,250 to $16,000, marking a 20.8% increase. This high-end card, based on the Blackwell architecture, features 96GB GDDR7 memory with ECC, a memory bandwidth of 1,792 GB/s, and a maximum power consumption of 600
2026-08-14
news.google.com
2026-08-14
Google has confirmed that the Tensor G6 chip powering its new Pixel 11 lineup is built on TSMC's N3P process, a refined 3nm node, rather than the previously rumored 2nm process. This clarification ends weeks of speculation that began in mid-July, when reports suggested TSMC would use its 2nm process
2026-08-14
news.google.com
2026-08-14
LG and NVIDIA have deepened their collaboration in 2026, planning to unveil a bipedal humanoid robot in early 2027 equipped with NVIDIA's Jetson Thor high-performance embedded computing module. This expansion covers robotics, AI factories, and mobility, marking a comprehensive move into Physical AI.
2026-08-14
news.google.com
2026-08-14
On August 14, 2026, Infineon Technologies AG's stock remained steady as analysts revised expectations for earnings and chip demand. As a leading German semiconductor manufacturer, Infineon is benefiting from strong market demand in power and automotive semiconductors, particularly in electric vehicl
2026-08-14
news.google.com
2026-08-14
Genori Technology, a listed domestic semiconductor component company, has announced a RMB 520 million investment in a new R&D and manufacturing base in Wuhan Optics Valley. The facility will focus on silicon carbide components, high-purity silicon parts, and aluminum nitride ceramics—key consumables
2026-08-14
news.google.com
2026-08-14
The semiconductor equipment sector is drawing significant attention ahead of Friday's market session, with Applied Materials leading the focus. As a global leader in semiconductor manufacturing equipment, Applied Materials plays a crucial role in the entire semiconductor supply chain. Market analyst
2026-08-14
news.google.com
2026-08-14
Infineon presents a stark 'two-speed' reality: while the company posted record revenue of €4.172 billion in Q3, up 13% YoY, and raised its full-year guidance to €16.3 billion, its share price has dropped nearly 30% from its June peak, reflecting investor anxiety over cyclical market conditions. Desp
2026-08-14
news.google.com
2026-08-14
LG and NVIDIA have deepened their collaboration to develop a next-generation humanoid robot powered by NVIDIA's Isaac GR00T open reasoning humanoid foundation model. This move marks a shift from strategic planning to execution across robotics, AI factories, and mobility. LG plans to launch an AI fac
2026-08-14
news.google.com
2026-08-14
LG and NVIDIA have signed a memorandum of understanding on August 13, 2026, marking a shift from strategic planning to execution in their collaboration. The partnership extends beyond humanoid robotics into AI factories and autonomous mobility. LG plans to unveil its next-generation bipedal humanoid
2026-08-14
news.google.com
2026-08-14
Goldman Sachs has secured a leading role in Nvidia’s $500 billion AI-compute financing deal, positioning itself as the central player in one of the largest infrastructure funding efforts in the industry. The bank leverages its long-standing relationship with Nvidia, having previously led the chipmak
2026-08-14
news.google.com
2026-08-14
Frontken reported record results in Q2FY2026, driven by stronger semiconductor activity in Taiwan and increased contributions from Malaysia's oil and gas sector. Revenue rose 19% year-on-year to MYR186.9 million, with profit before tax increasing 55% to MYR73.8 million. The company's semiconductor b
2026-08-14
news.google.com
2026-08-14
Applied Materials delivered a strong Q3 performance, surpassing Wall Street estimates driven by robust demand for semiconductor manufacturing equipment fueled by continued AI investment. The company reported adjusted earnings of $3.50 per share, beating estimates of $3.40, and revenue of $9.12 billi
2026-08-14
news.google.com
2026-08-14
Tier IV's participation in JST's next-generation edge AI semiconductor R&D program marks a significant development in the convergence of autonomous driving and semiconductor industries. This initiative, led by Japan's Science and Technology Agency (JST), aims to advance edge AI chip technology for a
2026-08-14
news.google.com
2026-08-14
As artificial intelligence semiconductor demand surges, TSMC—the world's largest foundry—has revealed it has doubled its advanced packaging capacity annually over the past three years. Despite this expansion, the company cannot fully meet customer demand, highlighting the robust growth in AI chip ma
2026-08-14
news.google.com
2026-08-14
Eternal Precision Mechanics (EPM), a fast-growing subsidiary of Eternal Materials, is accelerating its transition from IC substrates to advanced packaging equipment with the introduction of wafer lamination technology. This strategic move represents a significant advancement in semiconductor manufac
2026-08-14
news.google.com
2026-08-14
Samsung Electronics is reportedly considering relocating general-purpose DRAM and NAND packaging and testing operations from its Korean facilities in Cheonan and Onyang to Vietnam. This strategic move aims to free up domestic backend capacity for high-bandwidth memory (HBM) production. HBM is critic
2026-08-14
news.google.com
2026-08-14
SK Hynix, in collaboration with SanDisk, has unveiled a new High Bandwidth Flash (HBF) specification through the Open Compute Project, aimed at supporting AI inference workloads. This standard targets high-bandwidth, high-capacity near-compute memory, guiding AI hardware designers and encouraging ea
2026-08-14
news.google.com
2026-08-14
NVIDIA's recent $50 billion financing deal with top Wall Street firms has sparked intense debate among investors, with some viewing it as either the largest asset-class creation event of the AI era or a highly sophisticated circular-financing structure. While the deal aims to fund infrastructure exp