Semiconductor News & Analysis Feed
796 articles
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.
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?
Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?
3 min read
NVTS
+1.71%
Navitas Semiconductor NVTS is positioning itself to benefit from the growing shift toward 800-volt (800V) power architecture in AI data centers. As AI workloads become more power-intensive, hyperscalers are moving to higher-voltage power syste
2026-07-08
timesofindia.indiatimes.com
2026-07-08
The Times of India
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2026-07-08
tomshardware.com
2026-07-08
Mark Tyson
Space Force has announced that the first high-energy 'Meadowlands' electronic warfare system has been delivered for operational duty.
2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems highlights its role in electronic design automation. Long-term growth story attracts investor interest
Veröffentlicht: 08.07.2026 um 11:42 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems stock represents a key player in electronic design automation, supporting chip and system
2026-07-08
marklapedus.substack.com
2026-07-08
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The Latest News In IC Packaging & Test
China's 3D packaging, India's OSATs, On sells plants, 3D RF, 3D MOSFETs, glass core JV,
2026-07-08
digitimes.com
2026-07-08
A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.
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
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed the report on Monday, with a spokesperson telli
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
Danielle Liverance
July 7, 2026 3 min read
NVDA
+4.06%
AMD
+2.57%
GOOG
+1.90%
AVGO
+1.32%
Explore stocks on Coinbase
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Quick Read
A 78-layer PCB midplane delays NVIDIA's Kyber NVL144 to 2028, dropping NVDA 1.4%, while AMD gains a clear competitive window with share
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
For the first six months of 2026, Nvidia (
NVDA
0.18%
) hasn't led the artificial intelligence (AI) trade. It opened the year at $189.84 on Jan. 2 and closed at around $200 on June 30. That's a roughly 5% gain.
Anyone who invested $10,000 to start the year hasn't seen much progress in their Nvidia investment. Still, there's a market sector that can open up new revenue opportunities and reward pat
2026-07-07
www.scmp.com
2026-07-07
South China Morning Post
Artificial intelligence
TechTech War
World working together ‘as one ecosystem’ on RISC-V chip research: executive
Alibaba vice-president Qi Xiaoning says global tech firms continue to build a unified, open-standard ecosystem amid rising geopolitical barriers
2-MIN READ
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The AI industrial revolution: why US faces a historic tech reckoning from
2026-07-07
www.scmp.com
2026-07-07
South China Morning Post
Artificial intelligence
TechTech War
World working together ‘as one ecosystem’ on RISC-V chip research: executive
Alibaba vice-president Qi Xiaoning says global tech firms continue to build a unified, open-standard ecosystem amid rising geopolitical barriers
2-MIN READ
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Xinmei Shen
Published: 9:48pm, 7 Jul 2026Updated: 10:03pm, 7 Jul 2026
Global cooperation
2026-07-07
news.google.com
2026-07-07
nokiapoweruser.com
2026-07-07
www.ad-hoc-news.de
2026-07-07
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems outlines long-term growth drivers as digital design demand expands
Veröffentlicht: 07.07.2026 um 08:21 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems is positioned at the center of the shift toward more complex semiconductor and system design. Its software and IP portfolio ta
2026-07-07
www.indexbox.io
2026-07-07
IndexBox
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2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
digitimes.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
eetimes.com
2026-07-07
Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.