Semiconductor News & Analysis Feed
615 articles
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
wccftech.com
2026-07-01
Wccftech
AMD is releasing its first-ever SoCs with an on-package memory solution, the Versal Gen 2, which offers 10x compute uplift.
[Editor's Note] The release of Versal Gen 2 marks the first SoC from AMD to feature an on-package memory solution. Compared to Versal Gen 1, the move to LPDDR5X memory comes at a time when the entire tech industry is facing DRAM shortages, and with the prices of HBM products
2026-07-01
www.pcmag.com
2026-07-01
PCMag
When I started my journey into AI development, I felt like I stumbled through a secret door in the technology world. For years, the barrier to building with AI was surmountable only by well-funded enterprises with seasoned engineers, not by curious tinkerers. Now, thanks to Nvidia's Grace Blackwell GB10 “superchip,” the door is open to anyone with insatiable curiosity.
I documented my initial exc
2026-07-01
www.pcmag.com
2026-07-01
PCMag
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.pcmag.com
2026-07-01
PCMag Australia
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.pcmag.com
2026-07-01
PCMag
UPDATE 7/1: Supermicro denies that its offices in Taiwan were raided by local authorities. But the company says four Supermicro Taiwan employees were held for questioning.
"Let me also correct one point that has been widely misreported: Supermicro’s offices in Taiwan were not raided by any government authorities. Rather, this week’s events reflect our ongoing collaboration with Taiwanese authorit
2026-06-30
www.pcmag.com
2026-06-30
PCMag
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.pcmag.com
2026-06-30
PCMag UK
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.bisinfotech.com
2026-06-30
Bisinfotech
www.bisinfotech.com
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2026-06-30
www.semiconductor-today.com
2026-06-30
Semiconductor Today
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2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
www.hpcwire.com
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2026-06-29
tomshardware.com
2026-06-29
Kunal Khullar
Steamroller is the first commercially available prebuilt gaming PC running SteamOS, pairing standard desktop components with future upgradeability.
2026-06-29
waya.media
2026-06-29
waya.media
TECH
iPads, Xbox Consoles, and PCsAI Memory Chip Shortage Pushes Up Prices of iPads, Xbox Consoles, and PCs
by WAYA Staff - Jun 29, 2026
Image Source: Bloomberg Website
The price of consumer electronics is climbing again, but this time the culprit is artificial intelligence. As AI infrastructure absorbs global memory chip supply, electronics makers are raising prices while manufacturers race
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
NVIDIA (NVDA) closed at $192.76, exhibiting technical oversold conditions with an RSI of 31.82 and positive divergence. While record fiscal Q1 earnings showed 85% YoY growth, the stock faces pressure from declining B200 rental rates, China-related revenue risks, and executive selling. The technical setup suggests a potential relief rally, with an entry above $196 targeting $205.70, provided it hol