Semiconductor News & Analysis Feed
6279 articles
2026-07-07
www.koreaherald.com
2026-07-07
The Korea Herald
AI memory surge powers record W89.4 trillion operating profit, well above market expectations
Samsung Electronics' Seocho office in southern Seoul (Im Se-jun/The Korea Herald)
Samsung Electronics appears to have overtaken Nvidia to post the world’s largest quarterly operating profit among major tech companies, reporting a record 89.4 trillion won ($58.6 billion) for the second quarter on booming
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Technology (MU) Lands Ford And GM Deals, Is The Upside Already Priced In?
Simply Wall St
Mon, July 6, 2026 at 10:28 PM PDT 3 min read
MU
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GM
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2026-07-07
www.msn.com
2026-07-07
MSN
2026-07-07
www.indexbox.io
2026-07-07
IndexBox
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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
finance.yahoo.com
2026-07-07
Yahoo Finance
MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff
MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff · Stocktwits
Yuvraj Malik
Mon, July 6, 2026 at 7:34 PM PDT 3 min read
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MU
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SNDK
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MU and SNDK stocks dropped around 4.5% in overn
2026-07-07
www.bloomberg.com
2026-07-07
Bloomberg.com
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Get the most important global
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows
Gao Yuan
Mon, July 6, 2026 at 7:09 PM PDT 2 min read
NVDA
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(Bloomberg) -- Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are resha
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
asia.nikkei.com
2026-07-07
Nikkei Asia
South Korean chipmaker plans to build more fabs to meet rising demand on AI boom
Samsung Electronics continues to ride the AI boom to massive profit increases but concerns are increasing over a potential glut of memory chips. © Reuters
SEOUL -- Samsung Electronics' operating profit soared more than 19 times to 89.4 trillion won ($58.4 billion) in the second quarter from a year ago, the company s
2026-07-07
www.techbuzz.ai
2026-07-07
The Tech Buzz
Samsung just posted one of the most dramatic earnings reversals in tech history. The South Korean semiconductor giant's profits skyrocketed 1,800% as the AI chip boom collides with severe supply constraints, sending memory chip prices soaring. The explosive growth signals how deeply the AI infrastructure race is reshaping the global semiconductor landscape, with Nvidia, Microsoft, and Google locke
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy?
Daniel Sparks, The Motley Fool
Mon, July 6, 2026 at 5:10 PM PDT 5 min read
MU
+1.11%
NVDA
+3.65%
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Micron Technology (NASDAQ: MU) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soarin
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
2026-07-07
semiengineering.com
2026-07-07
Laura Peters
Having a device that works at time zero is no longer a guarantee of reliability over it...
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
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
2026-07-07
semiengineering.com
2026-07-07
Anne Meixner
Optical methods need to comply with increasing warpage, finer RDL pitch, and trace size.