Semiconductor News & Analysis Feed
1243 articles
2026-07-16
tomshardware.com
2026-07-16
Jowi Morales
News of brand-new affordable hardware is a breath of fresh air in a time when the prices for every other technology, from CPUs and GPUs to memory and storage chips, are increasing.
2026-07-16
startupfortune.com
2026-07-16
Startup Fortune
2026-07-16
www.axios.com
2026-07-16
Axios
2026-07-16
www.economist.com
2026-07-16
The Economist
2026-07-16
seekingalpha.com
2026-07-16
Seeking Alpha
2026-07-16
www.tradingview.com
2026-07-16
TradingView
2026-07-16
www.electronicsforyou.biz
2026-07-16
Electronics For You BUSINESS
2026-07-16
www.bloomberg.com
2026-07-16
Bloomberg.com
2026-07-16
www.xtb.com
2026-07-16
XTB.com
2026-07-16
siliconangle.com
2026-07-16
SiliconANGLE
2026-07-16
digitimes.com
2026-07-16
Hanmi Semiconductor and Hanwha Semitech clashed in a Seoul courtroom over patents covering thermocompression bonders, or TC bonders, critical equipment used to stack DRAM chips vertically in high-bandwidth memory, or HBM.
2026-07-16
digitimes.com
2026-07-16
As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor materials supplier Niching incorporated heat spreader maker Ming Chun Yuan Micro Precise Technology into the group on July 1, 2026, and analysts expect the merger to lift revenue by 30% and gross margin by 10
2026-07-16
digitimes.com
2026-07-16
A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding the AI data center boom, handing a small California patent holder a border lever that runs parallel to President Donald Trump's campaign to force chip production back onto US soil.
2026-07-16
digitimes.com
2026-07-16
TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations, underscoring sustained demand for AI and high-performance computing (HPC) chips.
2026-07-16
digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that
2026-07-16
digitimes.com
2026-07-16
TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on the back of accelerating demand for leading-edge chips and the steep ramp-up of its 2-nanometer process technology.
2026-07-16
digitimes.com
2026-07-16
South Korean prosecutors have opened a criminal front in a widening international investigation into alleged price-fixing of the small but critical chips that link AI processors to high-speed memory, raiding the local operations of three global suppliers on July 15.
2026-07-16
digitimes.com
2026-07-16
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind its AI ambitions, according to The Information.
2026-07-16
digitimes.com
2026-07-16
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips and related equipment. The company's preliminary figures suggest stronger orders, improved product mix, and a recovering storage market that could matter for investors worldwide.
2026-07-16
www.bloomberg.com
2026-07-16
Bloomberg.com