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RISC-V Is Inevitable, State of the Union Keynote Argues

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eetimes.com 2026-07-13 Pablo Valerio

The RISC-V open standard and the emergence of RVA23 silicon now provide the necessary flexibility and modularity without the limitations of traditional proprietary systems.

RISC-V Open Instruction Set Architecture Data Center Server Chip Semiconductor Technology Open Source Ecosystem AI Accelerator Chip Architecture

India roundup: India's chip strategy tests its ability to build a competitive ecosystem

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digitimes.com 2026-07-13

India is moving from semiconductor planning to execution, using funding, tariff changes, foreign investment approvals, and regional development efforts to build a broader electronics ecosystem beyond assembly.

Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs

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digitimes.com 2026-07-13

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div

Intel eyes dual-side power in 1.4nm push against TSMC

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digitimes.com 2026-07-13

Intel is reportedly preparing a new technology roadmap for its next-generation 1.4nm process, 14A2, as it evaluates a hybrid architecture that can deliver power from both sides of the chip. Industry observers say Intel and Samsung Electronics are both taking on harder-to-manufacture technologies in the ultra-advanced process race as they try to catch up with TSMC.

Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027

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digitimes.com 2026-07-13

Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total capacity. He said the memory market has entered a broad shortage, and that Nanya may add a fifth strategic partner, while 2027 capital expenditure could climb to as much as NT$200 billion (approx. US$6.2 billion), 4x

Applied Materials India eyes larger role in global chip equipment development

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digitimes.com 2026-07-13

Applied Materials India is preparing to take on broader ownership of selected semiconductor equipment product initiatives, as the US-based chipmaking equipment supplier expands its R&D and validation base in Bengaluru.

CPO mass production accelerates new four-stage test equipment market

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digitimes.com 2026-07-13

AI-driven demand is accelerating the shift of co-packaged optics (CPO) from technology validation to mass production, triggering a new wave of equipment demand. Companies including FormFactor, Advantest, Tokyo Electron (TEL), Teradyne, MPI, Keysight, Anritsu, ficonTEC, ADS Tech (ADST), All Ring Tech, GMT Global, Chroma ATE, Hon Precision, and WinWay Technology are rushing to secure a foothold in t

India opens first CMP pad technology hub in Hyderabad

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digitimes.com 2026-07-13

India's first Chemical Mechanical Polishing pad technology hub could help reshape semiconductor supply chains far beyond the country. The new Hyderabad facility aims to build local chipmaking capabilities, reduce dependence on imports, and deepen India's role in a sector that supports electronics production worldwide, from phones to data centers.

Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

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digitimes.com 2026-07-13

Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components. Companies traditionally focused on powertrain, transmission, and safety systems are leveraging decades of manufacturing expertise to secure positions in semicon

Should You Buy the Dip in Nvidia Stock? - The Motley Fool

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news.google.com 2026-07-13 The Motley Fool

Best AI Stock to Buy: Micron Stock vs. AMD Stock - The Motley Fool

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news.google.com 2026-07-13 The Motley Fool

Best Artificial Intelligence (AI) Stock: AMD, Nvidia, or Broadcom - The Motley Fool

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news.google.com 2026-07-13 The Motley Fool

Howard Lutnick Tells Samsung and SK Hynix They Have 'No Choice' but to Build US AI Memory Fabs— and Micron's CEO May Not Be Happy - Yahoo Finance

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news.google.com 2026-07-13 Yahoo Finance