Semiconductor News & Analysis Feed
79 articles
2026-07-23
digitimes.com
2026-07-23
Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure, arguing that the industry's biggest challenge has shifted from faster chips to moving data efficiently across increasingly larger GPU clusters.
2026-07-20
digitimes.com
2026-07-20
TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial share earmarked for the US. Although Singapore tried to attract a TSMC fab, the chipmaker ultimately chose not to commit. Vanguard International Semiconductor Corporation (VIS), however, has received strong backing from TSMC for VisionPower Semiconductor Manufactu
2026-07-18
www.foreignpolicyjournal.com
2026-07-18
foreignpolicyjournal.com
2026-07-17
www.cnbc.com
2026-07-17
CNBC
2026-07-16
www.foreignpolicyjournal.com
2026-07-16
foreignpolicyjournal.com
2026-07-16
www.digitimes.com
2026-07-16
digitimes
2026-07-16
www.digitimes.com
2026-07-16
digitimes
2026-07-16
www.digitimes.com
2026-07-16
digitimes
2026-07-16
digitimes.com
2026-07-16
Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon photonics (SiPh) and Co-Packaged Optics (CPO). Benjamin Hein, CEO Electronics and Executive Board member at Merck, said advanced packaging materials are poised to outgrow front-end process materials and the broader mate
2026-07-14
news.google.com
2026-07-14
foreignpolicyjournal.com
2026-07-14
news.google.com
2026-07-14
foreignpolicyjournal.com
2026-07-14
digitimes.com
2026-07-14
The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation AI infrastructure.
2026-07-13
news.google.com
2026-07-13
foreignpolicyjournal.com
2026-07-12
www.foreignpolicyjournal.com
2026-07-12
foreignpolicyjournal.com
2026-07-11
www.foreignpolicyjournal.com
2026-07-11
foreignpolicyjournal.com
2026-07-08
www.foreignpolicyjournal.com
2026-07-08
foreignpolicyjournal.com
SK Hynix Inc. (KRX: 000660) kicked off its formal US listing marketing process on Monday, as the South Korean memory chipmaker moves to capitalize on surging investor appetite for AI-driven semiconductor stocks.
The company is seeking to sell American depositary receipts representing approximately 17.79 million common shares, according to a filing with the US Securities and Exchange Commission.
2026-07-06
news.google.com
2026-07-06
foreignpolicyjournal.com
2026-07-04
www.foreignpolicyjournal.com
2026-07-04
foreignpolicyjournal.com
Shares of wireless chipmaker Qualcomm (NASDAQ: QCOM) fell as much as 4.5% in afternoon trading after SpaceX CEO Elon Musk publicly denied reports that his company was developing an AI device using Qualcomm’s Snapdragon chip.
The initial reports of a partnership between SpaceX and Qualcomm had fueled significant optimism among investors about new growth avenues for the chipmaker’s technology.
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2026-07-02
www.foreignpolicyjournal.com
2026-07-02
foreignpolicyjournal.com
Meta Platforms (NASDAQ: META) shares jumped sharply, delivering one of the session’s standout performances even as broader market sentiment remained cautious heading into a pivotal week.
The Dow Jones Industrial Average slipped modestly, declining 0.03% as investors weighed competing signals across the technology and artificial intelligence sectors.
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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