Semiconductor News & Analysis Feed
2678 articles
2026-07-16
www.reuters.com
2026-07-16
Reuters
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
simplywall.st
2026-07-16
simplywall.st
2026-07-16
digitimes.com
2026-07-16
Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing problems could delay its next-generation AI accelerator systems, telling reporters the claims were "not true" and that "Vera Rubin is already in production. Giant amounts of production incoming."
2026-07-16
digitimes.com
2026-07-16
CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker is using the capital market to connect semiconductor suppliers, AI cloud providers, device brands, automakers, and state-backed investors, reinforcing a domestic memory ecosystem.
2026-07-16
digitimes.com
2026-07-16
A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding the AI data center boom, handing a small California patent holder a border lever that runs parallel to President Donald Trump's campaign to force chip production back onto US soil.
2026-07-16
digitimes.com
2026-07-16
Across almost every competitive metric disclosed in its STAR Market IPO prospectus, Changxin Memory Technologies (CXMT) trails the established leaders of the global DRAM industry. There is one conspicuous exception: the share of revenue the company devotes to research and development has exceeded every peer in the comparison group for three consecutive years — and by a wide margin.
2026-07-16
digitimes.com
2026-07-16
The IPO prospectus of Changxin Memory Technologies (CXMT), filed ahead of a planned listing on Shanghai's STAR Market, lays bare the international talent base the company has assembled to compete against the established leaders of the global DRAM industry — and raises a subtler question about the residency arrangements of its founder.
2026-07-16
digitimes.com
2026-07-16
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the third quarter of 2026 and could hit shipments, while a supply-chain source said some companies are even reluctant to talk about shortages for fear upstream vendors will redirect supply.
2026-07-16
digitimes.com
2026-07-16
Microcontrollers (MCUs), widely used across industrial automation, medical devices, and consumer electronics, are experiencing longer delivery times as both wafer fabrication and semiconductor packaging lead times continue to extend. Industry suppliers said customers accelerated orders and pulled in shipments during the first half of 2026 amid rising prices across the supply chain, with urgent ord
2026-07-16
digitimes.com
2026-07-16
Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts describe the project as a race against time, with an ambitious target of bringing four fabrication plants online within four years. Whether land, power, water, talent, and supply-chain infrastructure can be develo
2026-07-16
digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that
2026-07-16
digitimes.com
2026-07-16
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the optical module segment showed the sharpest slowdown of any sector tracked and revealed a widening gap between winners and laggards within its own ranks.
2026-07-16
digitimes.com
2026-07-16
TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust, with chairman C.C. Wei saying the company's 2nm process has entered volume production and is progressing smoothly through its production ramp.
2026-07-16
digitimes.com
2026-07-16
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips and related equipment. The company's preliminary figures suggest stronger orders, improved product mix, and a recovering storage market that could matter for investors worldwide.
2026-07-16
digitimes.com
2026-07-16
Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed its Blackwell-generation chips and software across the country's research labs, banks, hospitals, factories, and automakers. The breadth signals that Japan is being positioned as a full "AI ecosystem" for Nvidia, not a single-sector customer. It's a hedge that spread
2026-07-16
digitimes.com
2026-07-16
TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on the back of accelerating demand for leading-edge chips and the steep ramp-up of its 2-nanometer process technology.
2026-07-16
digitimes.com
2026-07-16
TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations, underscoring sustained demand for AI and high-performance computing (HPC) chips.
2026-07-16
digitimes.com
2026-07-16
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors
2026-07-16
digitimes.com
2026-07-16
Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou