Semiconductor News & Analysis Feed
211 articles
2026-07-09
tomshardware.com
2026-07-09
Luke James
Global data center electricity consumption will grow 26% in 2026 to reach 565 TWh, up from 447 TWh in 2025.
2026-07-09
digitimes.com
2026-07-09
Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached NT$12.573 billion, down 9.23% from May but up 60.10% from a year earlier, marking its third-highest monthly result on record.
2026-07-09
digitimes.com
2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
digitimes.com
2026-07-09
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
2026-07-09
www.gurufocus.com
2026-07-09
GuruFocus
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2026-07-08
www.openpr.com
2026-07-08
openPR.com
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
digitimes.com
2026-07-08
France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.
2026-07-08
digitimes.com
2026-07-08
AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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2026-07-07
digitimes.com
2026-07-07
Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.
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.
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
digitimes.com
2026-07-07
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
www.taipeitimes.com
2026-07-07
Taipei Times
Asian technology stocks slumped after a report that Nvidia Corp’s next-generation artificial intelligence (AI) server rack system has been delayed by more than a year due to manufacturing difficulties.
Research firm SemiAnalysis said in a social media post that Nvidia’s Kyber NVL144 hit setbacks in the construction of printed circuit boards (PCBs) for the platform.
“Our road map is intact,” an N
2026-07-06
news.google.com
2026-07-06
TIKR.com
2026-07-06
news.google.com
2026-07-06
Bloomberg.com
2026-07-06
news.google.com
2026-07-06
The Cool Down
2026-07-06
digitimes.com
2026-07-06
Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods.