Semiconductor News & Analysis Feed

The semiconductor industry is facing a reckoning it has postponed for years.

The telecom sector's survival hinges on rapid software automation to counteract soaring hardware costs fueled by the booming AI demand.

China’s memory underdog defies sanctions by building a fab that mostly sources equipment, materials, and tools locally.

Samsung Electronics is facing a new shift in labor relations after the Samsung Electronics branch of the Samsung Group Super-Enterprise Union reportedly lost its status as a majority union following a sharp drop in membership after bonus negotiations. The move weakens the union's representation and could further fragment future labor talks and union power at Samsung Electronics.

SambaNova used a Computex 2026 session on June 4 to make its most public case yet that the GPU-only approach to AI inference is hitting a fundamental wall — and to demonstrate, live on stage, an alternative architecture it calls disaggregated inference running in a production data center.