Semiconductor News & Analysis Feed
796 articles
2026-07-10
digitimes.com
2026-07-10
Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.
2026-07-10
digitimes.com
2026-07-10
China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.
2026-07-10
digitimes.com
2026-07-10
Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture growing demand from next-generation power semiconductors used in EVs, inverters and data center power systems.
2026-07-10
simplywall.st
2026-07-10
simplywall.st
2026-07-10
www.gurufocus.com
2026-07-10
GuruFocus
2026-07-10
www.tradingkey.com
2026-07-10
TradingKey
2026-07-10
tradersunion.com
2026-07-10
Traders Union
2026-07-10
ad3.stockfidelity.xyz
2026-07-10
dars.gov.et
2026-07-09
www.citybiz.co
2026-07-09
citybiz
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Apple’s Broadcom Deal Extends Push Toward U.S. Semiconductor Ecosystem
JULY 9, 2026
Apple will invest more than $30 billion through a new multiyear agreement with Broadcom to expand U.S. semiconductor manufacturing, supporting produ
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
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Micron Announces Up to $3 Billion Strategic Investment to Strengthen U.S. Semiconductor Ecosystem
Micron Technology, Inc.
Thu, July 9, 2026 at 5:30 AM PDT 6 min read
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Investment supports GlobalWafers' U.S. wafer m
2026-07-09
economy.ac
2026-07-09
economy.ac
2026-07-09
www.digitimes.com
2026-07-09
digitimes
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung...
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2026-07-09
eetimes.com
2026-07-09
Imec researchers argue that co-packaged optics will not be enough for future AI systems, pushing the industry toward 2.5D and eventually 3D optical I/O.
2026-07-09
www.ad-hoc-news.de
2026-07-09
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems highlights chip design strength. Focus on long-term digital growth
Veröffentlicht: 09.07.2026 um 09:24 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems remains a key player in electronic design automation as digital transformation and AI workloads increase demand for advanced c
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Silex Microsystems (OM:SILEX) Discusses Buying Semiconductor Components Industries, LLC
Bailey Pemberton
Thu, July 9, 2026 at 12:11 AM PDT 3 min read
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Silex Microsystems is in discussions to acquire Semiconductor Components Industries, LLC.
The talks focus on ex
2026-07-09
www.digitimes.com
2026-07-09
digitimes
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...
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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
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
digitimes.com
2026-07-09
Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company also said that its first-half revenue for the year reached NT$16.6 billion, a record for the period, as demand from the industrial and system integration (SI) sectors stayed firm.
2026-07-09
semiengineering.com
2026-07-09
Ann Mutschler
As the semiconductor ecosystem pivots to AI, it is transforming how IP is created, veri...