Semiconductor News & Analysis Feed
914 articles
2026-07-10
digitimes.com
2026-07-10
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.
2026-07-10
digitimes.com
2026-07-10
For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.
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
centralcurrent.org
2026-07-10
Central Current
The White Pine Commerce Park, home to Micron’s soon-to-be-built semiconductor plant, stretched out hot and dusty in the 80-degree air on Thursday morning. As trucks passed by, leaders from Micron and politicians from the local, state, and federal government sat in an air conditioned room and marveled at what they’d accomplished.
“Six months ago, this was a forest,” said Manish Bhatia, Micron’s e
2026-07-10
www.supplychainbrain.com
2026-07-10
Supply Chain Brain
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2026-07-10
www.marketwatch.com
2026-07-10
MarketWatch
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2026-07-09
tomshardware.com
2026-07-09
Jake Roach
Nvidia is creating a set of collectible trading cards that will be given away for free during live events and giveaways this summer.
2026-07-09
www.justsecurity.org
2026-07-09
Just Security
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2026-07-09
www.marketbeat.com
2026-07-09
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Purchases 146 Shares
Written by MarketBeat
July 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC CEO Che-Chia Wei bought 146 shares on July 7 at an average price of $76.62, a transaction worth $11,186.52. After the purchase, he owned 17,835 shares valued at about $1.37 million.
The company reported strong quarterly results, with earnings p
2026-07-09
www.manufacturingtodayindia.com
2026-07-09
Manufacturing Today India
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2026-07-09
www.marketbeat.com
2026-07-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by DSM Capital Partners LLC
Written by MarketBeat
July 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DSM Capital Partners trimmed its TSM position by 5.2% in the first quarter, selling 2,305 shares and leaving it with 42,266 shares worth about $14.3 million.
TSMC remains a top AI beneficiary, with multiple recent articles and
2026-07-09
techfundingnews.com
2026-07-09
Tech Funding News
techfundingnews.com
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2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Gets An AA Rating Lift From S&P Global
July 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC (NYSE:TSM) received a credit rating upgrade from S&P Global to AA-.
The new rating reflects S&P Global's assessment of TSMC's financial strength and cash generation.
The move comes as AI-related chi
2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
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.
2026-07-09
digitimes.com
2026-07-09
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
2026-07-09
www.thelec.net
2026-07-09
thelec.net
1
Canada Set to Select Submarine Supplier as Hanwha Ocean Makes Final Push
2
LG Display Says AI-Driven Manufacturing and R&D Save More Than 200 Billion Won Annually
3
Samsung Electro-Mechanics to Invest 23 Trillion Won in Sejong and Busan Through 2040
4
Samsung SDI to Invest 25 Trillion Won in Next-Generation Battery Production in Ulsan and Cheonan
5
High-Purity CO2 Supply Tightens for Advanced Se
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
Neha Gupta
Wed, July 8, 2026 at 8:39 AM PDT 1 min read
2330.TW
+0.83%
TSM
-0.28%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of the AI stocks on Wall Street's radar. On July 6, Citi reiterated that Taiwan Semiconductor Ma
2026-07-08
www.manufacturingtodayindia.com
2026-07-08
Manufacturing Today India
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