Semiconductor News & Analysis Feed
235 articles
2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
project-disco.org
2026-06-24
Disruptive Competition Project
Enabling Semiconductor Manufacturing in Space
YASWANT DEVARAKONDA · JUNE 23, 2026
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SEMICONDUCTOR CHIPS
SPACE MANUFACTURING
Congress recently introduced the Semiconductor Superiority Act, which would expand the CHIPS and Science Act tax credits to include semiconductor manufacturing in space. Through the Act, Congress is positioning the U.S. to lead a technological shift that will
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-23
www.autonews.com
2026-06-23
Automotive News
As the artificial intelligence boom continues, auto industry companies are competing with tech giants for access to memory chips, a shift that is driving up costs and triggering structural changes to the supply chain just as automakers lean into the software-defined vehicle transition.
How EV batteries, from lithium ion to solid state, are evolving
Some electric vehicle battery developers are wo
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, FedEx, Ecopetrol, Caterpillar and Sandisk
Zacks Equity Research
Tue, June 23, 2026 at 1:56 AM PDT 7 min read
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For Immediate Release
Chicago, IL – June 23, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day t
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Amazon (AMZN) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
AMZN
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We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer.
eCom
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Alphabet (GOOG) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
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NVDA
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We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks discussed by Jim Cramer.
Tech
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-21
www.bgr.com
2026-06-21
bgr.com
Technology
Computers
China's Own Graphics Cards Simply Can't Compete With New Nvidia GPUs In Tests
By Aaron Greenbaum June 21, 2026 7:47 am EST
RSplaneta/Shutterstock
Nvidia may be widely considered the king of the GPU industry, but some customers may prefer to seek alternatives. Nvidia's flagship RTX 5090 is amazing, but surely there must be a cheaper option out there? Well, China has tried to
2026-06-19
tomshardware.com
2026-06-19
Zhiye Liu
As part of an experiment, an enthusiast has written one petabyte of data on a legacy Sandisk P4 SATA II SSD that was released 16 years ago.
2026-06-19
www.marketwatch.com
2026-06-19
MarketWatch
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2026-06-19
www.marketwatch.com
2026-06-19
MarketWatch
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2026-06-19
www.marketwatch.com
2026-06-19
MarketWatch
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2026-06-19
zamin.uz
2026-06-19
Zamin.uz
Amazon Prepares to Compete with NVIDIA in the AI Chip Market
23:28 / 18.06.2026
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Technology
Amazon Web Services (AWS), the world's largest cloud service provider, plans to launch a serious challenge to NVIDIA's dominance in the semiconductor market. The company is considering not only keeping its proprietary Trainium chips for its own servers but also selling them to other companies. This
2026-06-19
stocktwits.com
2026-06-19
Stocktwits
stocktwits.com
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2026-06-18
www.mk.co.kr
2026-06-18
매일경제
Signals supply to multiple customers beyond NVIDIA Competition with Samsung over HBM4E supply heats up
사진 확대
SK hynix HBM4E 12-high new product
SK hynix said on the 18th that it had supplied samples of its 12-high HBM4E, a new ultra-high-performance DRAM product for next-generation AI, to major customers.
SK hynix said, "Based on the advanced HBM development capabilities and production know-how
2026-06-18
digitimes.com
2026-06-18
Penang has played a critical role in the global semiconductor back-end industry for decades, particularly in assembly, testing, and packaging (ATP). The region has built a highly competitive industrial base and, amid supply chain diversification and geopolitical shifts, has recently attracted record levels of investment.
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
digitimes.com
2026-06-17
The global appetite for AI chips is putting new strain on materials suppliers, turning one of Ajinomoto's lesser-known products into a pressure point for advanced semiconductor packaging.