Semiconductor News & Analysis Feed
2678 articles
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
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
2026-07-16
digitimes.com
2026-07-16
The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry it is entering, including detailed profiles of the three incumbents it must eventually displace, and a frank accounting of how far behind it still sits.
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
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
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
developer.nvidia.com
2026-07-16
NVIDIA Developer
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
www.ad-hoc-news.de
2026-07-16
Ad-hoc-news.de
2026-07-16
www.eurasiareview.com
2026-07-16
Eurasia Review
2026-07-16
drrobertcastellano.substack.com
2026-07-16
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
eetimes.com
2026-07-16
Startup TYL Semi wants to address the gap between ASIC houses and design services, taking on the risk of developing large chiplet-based chips for AI infrastructure customers.
2026-07-16
stocksdownunder.com
2026-07-16
Stocks Down Under
2026-07-16
www.marketwatch.com
2026-07-16
MarketWatch
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
developer.nvidia.com
2026-07-16
NVIDIA Developer
2026-07-16
247wallst.com
2026-07-16
24/7 Wall St.
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
esd.ny.gov
2026-07-16
Empire State Development (ESD) (.gov)