Semiconductor News & Analysis Feed
57 articles
2026-07-15
news.google.com
2026-07-15
Ad Hoc News
2026-07-13
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2026-07-13
MarketWatch
2026-07-12
digitimes.com
2026-07-12
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.
2026-07-10
news.google.com
2026-07-10
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
thedailycatch.org
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.
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-02
digitimes.com
2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
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Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
www.executivegov.com
2026-06-24
ExecutiveGov
PNNL, Fervo Energy and NVIDIA are developing an AI-powered digital twin platform for geothermal energy operations
The Enhanced Geothermal System Twin aims to give operators near real-time visibility into underground reservoir performance
The EGS-Twin platform will combine geothermal field data with advanced AI and simulation technologies
The Department of Energy’s Pacific Northwest National Labor
2026-06-23
www.hpcwire.com
2026-06-23
HPCwire
www.hpcwire.com
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2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
news.google.com
2026-06-23
Yahoo Finance
2026-06-23
www.geekwire.com
2026-06-23
GeekWire
Building a ‘digital twin’ 10,000 feet underground: PNNL, Nvidia and Fervo team up on geothermal AI
Sustainability: News about the rapidly growing climate tech sector and other areas of innovation to protect our planet. SEE MORE
BY LISA STIFFLER on Jun 22, 2026 at 10:27 am
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Fervo Energy’s Cape Station geothermal energy plant in Utah should start producing power this year. (Fervo Photo)
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2026-06-22
www.thinkgeoenergy.com
2026-06-22
ThinkGeoEnergy
www.thinkgeoenergy.com
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2026-06-22
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2026-06-22
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