Semiconductor News & Analysis Feed
47 articles
2026-08-22
news.google.com
2026-08-22
Infineon's ongoing share repurchase program highlights the complex situation it faces between record financial results and concerns over rising interest rates. Despite posting a historic quarterly performance and raising its full-year guidance, the company's stock has declined by around 20% over the
2026-08-21
news.google.com
2026-08-21
On August 21, 2026, BMO Capital began coverage of 12 semiconductor and quantum computing stocks, including NVIDIA, Micron Technology, and D-Wave Quantum. Among them, 10 stocks were initiated with an 'Outperform' rating, while two received a 'Market Perform' rating. This move reflects BMO's optimisti
2026-08-21
news.google.com
2026-08-21
This article compares the investment potential of two leading players in the analog signal processing semiconductor space: Analog Devices (ADI) and Texas Instruments (TXN). ADI, as an original equipment manufacturer, specializes in analog, mixed-signal, and digital signal processing integrated circu
2026-08-21
news.google.com
2026-08-21
Since reaching an all-time high in mid-May, NVIDIA's stock has experienced significant volatility amid concerns over an AI bubble, competitive pressures, and worries about circular financing deals with customers. With its Q2 earnings report approaching, the company has an opportunity to stabilize ma
2026-08-21
news.google.com
2026-08-21
Nvidia has made a minority investment in Cloverleaf Infrastructure, a private data center developer, to support the development of infrastructure for AI-powered data center projects across the U.S. The collaboration aims to help Cloverleaf build data center sites while leveraging Nvidia's DSX platfo
2026-08-21
tomshardware.com
2026-08-21
The annual Hot Chips 2026 conference is about to begin, bringing together leading semiconductor companies such as NVIDIA, AMD, and Intel to showcase their latest innovations. Tom's Hardware Premium, a leading tech media platform, will offer in-depth technical analysis through its subscription servic
2026-08-21
news.google.com
2026-08-21
NVIDIA's Agentic Variation Operators (AVO) has achieved a breakthrough in autonomous agent systems, scoring 100% on the ARC-AGI-3 benchmark, demonstrating its capability in long-horizon autonomous tasks. AVO is a general-purpose coding agent system that inspects and edits code, runs commands, consul
2026-08-21
news.google.com
2026-08-21
As AI agents grow more capable and operate over longer horizons, embedding security and trust into their applications becomes critical. NVIDIA's developer perspective explores how security should be positioned within the emerging AI agent stack, emphasizing the role of each layer and the importance
2026-08-21
tomshardware.com
2026-08-21
LG Electronics has entered the semiconductor packaging arena by signing a contract with an outsourced semiconductor assembly and test (OSAT) company to supply a maskless laser direct imaging (LDI) lithography tool. This technology enables the creation of metal interconnect patterns in chip packaging
2026-08-21
eetimes.com
2026-08-21
Chinese NAND flash leader Yangtze Memory Technologies Co. Ltd (YMTC) is accelerating its IPO preparations to capitalize on the memory chip shortage driven by the AI era. As one of China's 'Two Changs' alongside DRAM specialist ChangXin Memory Technologies (CXMT), YMTC is positioning itself among the
2026-08-21
tomshardware.com
2026-08-21
The 2026 Tom's Hardware Innovation Awards recognize technological advancements amid unprecedented industry turmoil. Despite AI-driven supply chain disruptions causing record-high prices and low supplies, the semiconductor and hardware sectors continue to push boundaries. Intel's Core Ultra 5 250K Pl
2026-08-21
tomshardware.com
2026-08-21
Supermicro has fired several employees following an independent investigation into a $2.5 billion alleged smuggling scheme involving NVIDIA hardware destined for China. Although the company and its senior executives were cleared of wrongdoing, the probe revealed policy violations among staff in sale
2026-08-21
tomshardware.com
2026-08-21
LG Display has unveiled a significant innovation in OLED manufacturing called FLiPP (FMM-less Innovative Pixel Patterning), which replaces traditional metal masks with photolithography. This breakthrough enhances subpixel surface area, increasing panel brightness by 1.6x and lifespan by 2.4x, while
2026-08-21
news.google.com
2026-08-21
NVIDIA is reportedly considering acquiring South Korean AI chip startup Rebellions, marking another strategic move in its expansion of artificial intelligence computing capabilities. Rebellions specializes in neural processing units for data centers, focusing on AI inference workloads, and has raise
2026-08-21
news.google.com
2026-08-21
Texas Instruments delivered exceptional Q2 2026 performance with 23% revenue growth, 53% net income increase, and 48% operating profit rise, indicating comprehensive operational recovery. The company has successfully concluded a prolonged capital expenditure cycle, with free cash flow up 56%. This s
2026-08-21
tomshardware.com
2026-08-21
Micron Technology has announced a $10 billion investment to establish a new research laboratory in the United States, aimed at exploring memory, computing, packaging, and semiconductor manufacturing technologies that may not reach commercialization for over a decade. The facility will bring together
2026-08-21
news.google.com
2026-08-21
In a market rattled by a surge in the 10-year U.S. Treasury yield to 4.65%, which sits at the 92.8th percentile over the past year, NVIDIA and Micron Technology’s recent earnings reports have drawn significant investor attention. While NVIDIA supplies AI accelerators and networking infrastructure, M
2026-08-21
news.google.com
2026-08-21
NVIDIA has agreed to pay $6 billion for software licensing and staff from startup Poolside, while investing $1 billion in the remaining company, which is valued at $12 billion pre-money. This deal follows a pattern previously used with Groq and Enfabrica, allowing large tech firms to acquire talent
2026-08-21
tomshardware.com
2026-08-21
SanDisk has launched its NAS 600 and NAS 800 series of SSDs, targeting professional and enterprise users requiring high-end storage for NAS devices. The flagship 7.68TB NAS 800 model offers an impressive 14,000 TBW endurance, enabling daily full writes for five consecutive years. Despite the ongoing
2026-08-21
tomshardware.com
2026-08-21
NVIDIA has denied a report claiming it plans to ship Groq-based language processing units (LPUs) to China by the end of 2026, despite earlier claims of pre-orders and product development. The company clarified that no LPU sales are currently active in China, nor is there a China-specific variant in