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Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

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digitimes.com 2026-07-09

Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.

GlobalWafers says wafer demand is improving as chip cycle heals

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digitimes.com 2026-07-09

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

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digitimes.com 2026-07-09

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.

Rebellions' IPO plan tests market appetite for inference chips

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digitimes.com 2026-07-09

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.

The Latest Selloff Is the Perfect Buying Opportunity for Nvidia and Broadcom - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

The Latest Selloff Is the Perfect Buying Opportunity for Nvidia and Broadcom - The Motley Fool

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www.fool.com 2026-07-09 The Motley Fool

IBM’s Latest Semiconductor Breakthrough - Brownstone Research

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www.brownstoneresearch.com 2026-07-09 Brownstone Research

Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks - The Register

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www.theregister.com 2026-07-09 The Register