Semiconductor News & Analysis Feed
47 articles
2026-08-21
tomshardware.com
2026-08-21
As DDR5 memory prices surge, automated scalper bots are increasingly dominating e-commerce platforms, with DataDome reporting that 91% of traffic to a retailer's DDR5 product pages originates from bad bots, polling each listing once every 6.5 seconds. This reflects the severe imbalance in the memory
2026-08-21
news.google.com
2026-08-21
In August 2026, K2 Principal Fund L.P. increased its stake in Qualcomm, signaling confidence in the company's wireless technology leadership. According to SEC's 13F filing, the fund acquired 4,500 shares valued at approximately $832,000 during the second quarter. Despite recent stock underperformanc
2026-08-21
tomshardware.com
2026-08-21
Recent data reveals that enterprise 30TB TLC SSDs now cost $22,600, up 6.5 times from $3,460 at the same time last year, while a comparable hard drive costs only $1,216. This translates to flash being 18.6 times more expensive per terabyte than disk. For a 25PB AI storage system, all-flash configura
2026-08-21
news.google.com
2026-08-21
IREN has successfully passed its biggest AI test, marking a significant transformation from a Bitcoin mining company to an artificial intelligence infrastructure provider. The company's breakthrough comes with strong backing from Microsoft and NVIDIA, both of which have invested billions. IREN has d
2026-08-21
news.google.com
2026-08-21
Franklin Street Advisors Inc. NC reduced its NVIDIA stake by 6.1% in Q2, selling 42,772 shares, while still holding 653,354 shares worth approximately $130.7 million, representing 7.3% of its portfolio. Despite this reduction, NVIDIA remains the fund’s largest holding. Analysts remain broadly bullis
2026-08-21
news.google.com
2026-08-21
Porsche has announced that gallium nitride (GaN) technology will be integrated into its high-end audio systems in future vehicle generations starting from 2027. This marks the world's first production-ready automotive audio system utilizing GaN semiconductors. Developed in collaboration with the Uni
2026-08-21
news.google.com
2026-08-21
Billionaire investor Stanley Druckenmiller has once again demonstrated his market acumen by reducing positions in Intel and Micron while increasing stakes in two AI-focused robotics companies—Tesla and Amazon. This strategic shift reflects his confidence in the long-term growth potential of AI and r
2026-08-21
news.google.com
2026-08-21
Allworth Financial LP acquired a new position in Synopsys, Inc. (NASDAQ:SNPS) during the second quarter, purchasing 9,608 shares valued at approximately $4.29 million. This move reflects institutional confidence in Synopsys' role within the semiconductor industry, particularly in electronic design a
2026-08-21
news.google.com
2026-08-21
German investment firm B. Metzler seel. Sohn & Co. AG increased its stake in Cadence Design Systems Inc. by approximately $9.02 million in Q2 2026, acquiring 24,037 shares. With institutional investors owning 84.85% of the company, the move reflects strong market confidence. Cadence reported a quart
2026-08-21
news.google.com
2026-08-21
In Q2 2026, Aljian Capital Management LLC acquired a new stake in Qualcomm Incorporated, purchasing 9,824 shares valued at approximately $1.815 million. This move reflects the firm's confidence in Qualcomm's future prospects. Other major institutional investors, including Baxter Bros Inc., World Inv
2026-08-21
news.google.com
2026-08-21
According to The Information, Nvidia plans to begin shipping a China-specific AI chip by year-end. This chip, a version of Nvidia's language processing unit, incorporates technology licensed from Groq and works alongside Nvidia's graphics processors to accelerate AI chatbot responses. While complian
2026-08-20
tomshardware.com
2026-08-20
In a South Korean criminal case involving leaked Samsung technology, testimony revealed that ChangXin Memory Technologies (CXMT), China's largest DRAM manufacturer, intended to acquire Samsung's intellectual property related to memory process technologies to develop its own production nodes. A forme
2026-08-20
news.google.com
2026-08-20
SK Hynix's stock surged over 12% in Seoul on August 20, 2026, following the announcement of an accelerated 40 trillion won ($28.7 billion) share repurchase and cancellation program. The move not only bolstered investor confidence but also signaled the company's optimism about medium- to long-term gr
2026-08-20
eetimes.com
2026-08-20
Synopsys has updated its Compute Express Link (CXL) IP portfolio to address growing memory capacity and bandwidth constraints in AI infrastructure. As AI models become more complex, traditional SoC architectures struggle to meet memory demands, prompting a shift toward multi-die, chiplet-based, and
2026-08-20
tomshardware.com
2026-08-20
SK Hynix, after posting record profits amid high memory prices, encountered a labor dispute with employees over profit-sharing and wage increases, which threatened potential collective action by the union. However, after negotiations, management and the labor union reached a tentative agreement that
2026-08-20
tomshardware.com
2026-08-20
Synopsys has released silicon validation results for its first 3D-stacked PCIe 6.0 test chip, built on a 5nm process and achieving 64 GT/s per lane with a total bandwidth of up to 128 GB/s across an eight-lane link using PAM4 signaling. The chip was realized by deconstructing a prior 2D PCIe 6.0 des
2026-08-20
tomshardware.com
2026-08-20
Pine64 has announced a complete halt to its Linux hardware production through at least mid-2027 due to severe shortages of DRAM and eMMC memory chips. This move affects its entire lineup, including Arm and RISC-V single-board computers, PinePhone smartphones, PineTab2 tablets, and PineNote e-readers
2026-08-20
tomshardware.com
2026-08-20
G.Skill, a U.S. memory manufacturer, has settled a $2.4 million class-action lawsuit over allegations that it misled consumers about the actual performance speeds of its DDR4 and DDR5 RAM products. The lawsuit claimed that G.Skill failed to clearly inform customers that the advertised maximum speeds
2026-08-20
semiengineering.com
2026-08-20
As AI workloads demand higher bandwidth, manufacturers are increasingly adopting 2.5D and 3D packaging architectures to boost interconnect density. However, these advanced packaging techniques introduce new challenges, particularly in managing thermal expansion and electromigration. While 2.5D packa
2026-08-20
news.google.com
2026-08-20
Navitas Semiconductor (NVTS) recently showcased its AI-focused power semiconductor technology at Rosenblatt's 6th Annual Technology Summit, generating market interest in its potential role within AI infrastructure. The company specializes in gallium nitride (GaN) and silicon carbide (SiC) power chip