Semiconductor News & Analysis Feed
202 articles
2026-07-14
news.google.com
2026-07-14
TradingView
2026-07-14
digitimes.com
2026-07-14
Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves
2026-07-14
digitimes.com
2026-07-14
South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country could exceed US$1 trillion in annual exports this year. While the milestone underscores the strength of South Korea's export sector, it has also renewed debate over the economy's growing dependence on semiconductors.
2026-07-13
news.google.com
2026-07-13
ETF Database
2026-07-13
news.google.com
2026-07-13
ETF Trends
2026-07-13
news.google.com
2026-07-13
MarketWatch
2026-07-13
news.google.com
2026-07-13
동아사이언스
2026-07-13
news.google.com
2026-07-13
Crowdfund Insider
2026-07-13
digitimes.com
2026-07-13
Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build a state-backed 12-inch memory fabrication plant in Shenzhen, a move aimed at easing DRAM shortages while reducing reliance on overseas suppliers amid continued US export controls.
2026-07-13
news.google.com
2026-07-13
DeXpose
2026-07-12
digitimes.com
2026-07-12
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.
2026-07-11
www.reuters.com
2026-07-11
Reuters
2026-07-10
digitimes.com
2026-07-10
China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.
2026-07-09
www.justsecurity.org
2026-07-09
Just Security
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2026-07-09
tomshardware.com
2026-07-09
Jake Roach
The first independent benchmarks for AMD's EXPO ULL memory are available, showing just up to a 4% improvement despite an increase in price.
2026-07-09
www.purdueexponent.org
2026-07-09
Purdue Exponent
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2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
digitimes.com
2026-07-09
Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
The battle for AI computing power is quietly extending from the lithography bays of wafer fabs to the more downstream layers of circuit boards and system interconnects. A series of recent moves by TSMC, the world's largest contract chipmaker, and its electronic design automation (EDA) ecosystem partners collectively reveal this critical pivot.
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac