Semiconductor News & Analysis Feed
11031 articles
2026-07-09
www.tradingkey.com
2026-07-09
TradingKey
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
2026-07-09
news.google.com
2026-07-09
Syracuse.com
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-09
www.purdueexponent.org
2026-07-09
Purdue Exponent
2026-07-09
www.investing.com
2026-07-09
Investing.com
2026-07-09
drrobertcastellano.substack.com
2026-07-09
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-09
www.nippon.com
2026-07-09
nippon.com
2026-07-09
www.nippon.com
2026-07-09
nippon.com
2026-07-09
www.indexbox.io
2026-07-09
IndexBox
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
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.
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
digitimes.com
2026-07-09
Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.
2026-07-09
digitimes.com
2026-07-09
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
2026-07-09
digitimes.com
2026-07-09
Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.
2026-07-09
digitimes.com
2026-07-09
Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.