Semiconductor News & Analysis Feed
90 articles
2026-07-15
digitimes.com
2026-07-15
Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsitereported, citing semiconductor industry sources.
2026-07-15
1190kex.iheart.com
2026-07-15
News Radio 1190 KEX
2026-07-15
z100portland.iheart.com
2026-07-15
Z100 Portland
2026-07-15
www.klcc.org
2026-07-15
NPR for Oregonians
2026-07-15
oregoncapitalchronicle.com
2026-07-15
Oregon Capital Chronicle
2026-07-15
www.opb.org
2026-07-15
Oregon Public Broadcasting - OPB
2026-07-15
siteselection.com
2026-07-15
Site Selection Magazine
2026-07-15
news.google.com
2026-07-15
Oregon State University
2026-07-14
eetimes.com
2026-07-14
AESEMI holds the first semiconductor MatchMaking day in Spain to forge new alliances and consolidate the ecosystem.
2026-07-14
news.google.com
2026-07-14
EE Times
2026-07-13
eetimes.com
2026-07-13
AI, heterogeneous integration, silicon photonics, chiplets, and quantum computing are converging to define the next generation of complex systems.
2026-07-13
digitimes.com
2026-07-13
Reports have emerged that Apple may have managed to avoid 100% tariffs imposed by US President Donald Trump, partly by agreeing to partner with Intel to manufacture its chips. While Apple could benefit from expanding its chip suppliers, the episode also shows the power of Intel's government backing as the US seeks to reshore its semiconductor industry.
2026-07-13
digitimes.com
2026-07-13
Samsung Electronics and Samsung Display are jointly developing a next-generation glass interposer that could lower the cost of packaging high-performance chips, with prototypes potentially ready by the end of this year, The Elecreported, citing semiconductor industry sources.
2026-07-13
digitimes.com
2026-07-13
SK Hynix began mass-production shipments of 12-layer HBM4 to Nvidia at the end of June and is increasing output ahead of a broader ramp, The Bellreported, citing semiconductor industry sources.
2026-07-10
digitimes.com
2026-07-10
A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.
2026-07-09
www.koin.com
2026-07-09
KOIN.com
2026-07-08
drrobertcastellano.substack.com
2026-07-08
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Quarterly Pricing Data That Explains Why TSMC Dominates the Semiconductor Industry
DR. ROBERT CASTELLANO
JUL 08, 2026
∙ PAID
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What’s in This Article
Quarterly Pricing Shows Continuous Repricing
Table 1: Quarterly TSMC Wafer Pricing by Leading-Edge Process Node (2024–2027E)
Every New Node Resets Industry Pricing
Table 2: TSMC Wafer Pricing by Process Node
AI Changed the Economics
Table 3
2026-07-08
www.economist.com
2026-07-08
The Economist
www.economist.com
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2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.