Semiconductor News & Analysis Feed
37 articles
2026-07-23
digitimes.com
2026-07-23
As the global AI race intensifies, Germany's Merck is extending its reach into semiconductor materials research with an "AI for AI" strategy. Using its in-house Elvis AI platform, BaBE Bayesian optimization tool, digital twin, and enterprise knowledge platform Melinda, the company is building a closed-loop innovation model in which AI drives materials development and new materials, in turn, suppor
2026-07-21
digitimes.com
2026-07-21
Samsung Electronics, SK Hynix and Micron Technology are reportedly scaling back or shelving plans to commercialize internally developed Compute Express Link (CXL) controller chips, shifting more controller work to specialist fabless suppliers while continuing to develop CXL-based memory products.
2026-07-17
digitimes.com
2026-07-17
Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook
2026-07-17
digitimes.com
2026-07-17
China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.
2026-07-14
tomshardware.com
2026-07-14
Jowi Morales
The population of the communities surrounding the Colossus 2 site, which is in the center of a lawsuit involving unpermitted natural gas turbines and pollution, is predominantly Black.
2026-07-14
news.google.com
2026-07-14
Off Grid Energy Independence
2026-07-08
eetimes.com
2026-07-08
This white paper describes the critical engineering and strategic pain points behind today’s AI data center infrastructure gap and offers practical frameworks for resolving them. Whether you’re architecting a new hyperscale facility or expanding or hardening an existing one, here you’ll find the technical and business insights you need to make smarter, more effective infrastructure […]
2026-07-08
digitimes.com
2026-07-08
The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.
2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
Solving a major hurdle for modern Intel CPUs.
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
Nvidia-backed Nscale closes $900M revolving credit facility
Jul 07, 2026, 8:42 AM ETNVIDIA Corporation (NVDA) StockBAC, JPM, GS
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By: Chris Ciaccia, SA News Editor
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MattGush
U.K. artificial intelligence startup Nscale said on Tuesday that it has closed a $900M revolving credit facility to help strengthen its balance sheet.
Nscale, which is backed by Nvidia (NVDA)
2026-07-02
digitimes.com
2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
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Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-19
www.12news.com
2026-06-19
12News
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2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Ams, Osram’s
Ams Osram’s 136% Year-to-Date Rally Hinges on Infineon’s Antitrust Go-Ahead and Debt Halving Target
13.06.2026 - 18:46:42 | boerse-global.de
Ams Osram AGM reaffirms confidence; stock up 136% in 2026. Infineon antitrust ruling pending for €570M sale, set to slash debt. Solid Q1 revenue.
Ams - Ams Osram’s 136% Year-to-Date Rally Hinges on Infineon’s Antitrust Go-Ahead and Debt Halving
2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly...
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2026-06-11
digitimes.com
2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.