Semiconductor News & Analysis Feed
640 articles
2026-07-10
www.bbntimes.com
2026-07-10
BBN Times
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Silex Microsystems (OM:SILEX) Discusses Buying Semiconductor Components Industries, LLC
Bailey Pemberton
Thu, July 9, 2026 at 12:11 AM PDT 3 min read
SILEX.ST
-0.82%
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Silex Microsystems is in discussions to acquire Semiconductor Components Industries, LLC.
The talks focus on ex
2026-07-09
wccftech.com
2026-07-09
Wccftech
NVIDIA's next-gen Rosa CPUs are expected to utilize TSMC's latest process technologies, such as 2nm & A16 with Super Power Rail.
NVIDIA has reportedly tapped TSMC to make its next-gen Rosa CPUs, which arrive in 2029. The CPU was detailed just a day ago, and now, reports are emerging as to what process technologies will be employed by the chip.
It is reported by Commercial Times that NVIDIA is co
2026-07-09
www.trendforce.com
2026-07-09
TrendForce
[News] NVIDIA Next-Gen Rosa CPU May Adopt TSMC A16 with Back-Side Power Delivery, Eyes 2028 Launch
2026-07-09 Semiconductors editor
News
Please note that this article cites information from Commercial Times, ICSmart, NVIDIA, Reuters, and Economic Daily News.
NVIDIA is expanding its AI server platform strategy beyond GPUs to CPUs, with its next-generation Rosa CPU emerging as a key focus
2026-07-09
digitimes.com
2026-07-09
Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.
2026-07-09
digitimes.com
2026-07-09
Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.
2026-07-09
digitimes.com
2026-07-09
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten
2026-07-09
digitimes.com
2026-07-09
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.
2026-07-09
digitimes.com
2026-07-09
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.
2026-07-09
digitimes.com
2026-07-09
Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end
2026-07-09
datacenterrichness.substack.com
2026-07-09
Data Center Richness | Substack
NVIDIA Adds Rosa CPU, Rigel Core to its Roadmap
The Rise of Agentic AI Invigorates Demand for Data Center CPUs
RICH MILLER
JUL 09, 2026
∙ PAID
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The NVDIA Vera CPU. (Photo: NVIDIA)
Agentic workloads are boosting demand for next-generation CPUs built to keep pace with GPUs, and NVIDIA, Intel and AMD are each racing to define what that chip should look like.
This week NVIDIA added a new d
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Ross Gerber Calls Michael Burry's Micron Short 'A Joke,' Says AI Demand Has MU in 'Epic Position To Profit'
Rishabh Mishra
Wed, July 8, 2026 at 4:31 AM PDT 6 min read
MU
+4.92%
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Gerber Kawasaki CEO Ross Gerber has publicly slammed "Big Short" investor Michae
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
digitimes.com
2026-07-08
Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.
2026-07-08
digitimes.com
2026-07-08
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.
2026-07-08
finance.biggo.com
2026-07-08
finance.biggo.com
TSMC (2330) is set to hold its second-quarter earnings call on July 16, having already disclosed that its first-quarter 2026 gross margin climbed to 66.2%, up 3.9 percentage points from the previous quarter. This not only exceeded the upper end of the company's guidance range but also surpassed management's forecast ceiling by 120 basis points. Looking ahead to the second quarter, TSMC expects gro