Semiconductor News & Analysis Feed
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed by internal production claims for Kirin chips and Ascend accelerators. Despite that, he also drew caution because the work remains a preprint, not a peer-reviewed study.
2026-07-06
digitimes.com
2026-07-06
Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.
2026-07-06
digitimes.com
2026-07-06
Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.
2026-07-06
digitimes.com
2026-07-06
LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand
2026-07-06
digitimes.com
2026-07-06
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.
2026-07-06
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2026-07-06
Insider Monkey
2026-07-05
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2026-07-05
Hassam Nasir
DOJ claims the group stole over $100 million across various attacks.
2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me
2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-04
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2026-07-04
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2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands Physical AI With Verkada And Names Microsoft Veteran Parker
July 04, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to bring its world foundation models and physical AI data factory into AI-powered video analytics for the built environment.
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2026-07-04
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2026-07-04
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2026-07-04
www.chosun.com
2026-07-04
조선일보
By Choi Eun-kyung
Published 2026.07.04. 18:26
Updated 2026.07.06. 09:19
U.S. memory semiconductor company Micron Technology has begun expanding production facilities for next-generation memory for artificial intelligence (AI) at its Hiroshima plant in Japan. Amid a surge in demand for high-bandwidth memory (HBM) for AI servers, Micron is being evaluated as making a full-fledged pursuit of the HB
2026-07-04
autonews.gasgoo.com
2026-07-04
Gasgoo
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Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Infineon
Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Edited by Betty From Gasgoo
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July 4 , 2026 12:48 BJT
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Gasgoo Munich- Infineon Technologies AG has officially commissioned its Smart Power