Semiconductor News & Analysis Feed
20 articles
2026-08-21
www.newcomer.co
2026-08-21
2026-08-20
www.digitimes.com
2026-08-20
2026-08-20
news.google.com
2026-08-20
2026-08-20
2026-08-20
2026-08-20
marklapedus.substack.com
2026-08-20
2026-08-19
news.google.com
2026-08-19
2026-08-18
2026-08-18
finance.biggo.com
2026-08-18
2026-08-17
2026-08-17
2026-08-17
2026-08-16
www.moomoo.com
2026-08-16
2026-08-15
finance.yahoo.com
2026-08-15
NVIDIA is expected to deliver strong second-quarter financial results, according to UBS, citing robust demand across key markets such as data centers, autonomous driving, and gaming. The bank highlights NVIDIA's leading position in AI and high-performance computing, supported by continuous advanceme
2026-08-14
news.google.com
2026-08-14
2026-08-12
michaelparekh.substack.com
2026-08-12
This article focuses on the capital strategies and infrastructure developments in the current AI wave, analyzing recent moves by NVIDIA, OpenAI, and Anthropic. NVIDIA is assembling a $500 billion consortium with top financial institutions to fund AI infrastructure, marking its evolution from chipmak
2026-08-11
finance.biggo.com
2026-08-11
At the OCP APAC Summit, TSMC's Vice President of Advanced Packaging Technology and Services, He Jun, revealed that with CoWoS capacity doubling for three consecutive years, supply is now 'very close' to market demand. However, the advanced packaging supply chain bottleneck is shifting from memory to
2026-08-11
finance.biggo.com
2026-08-11
2026-08-11
biz.chosun.com
2026-08-11
UBS analysts suggest that although NVIDIA may reduce the amount of high bandwidth memory (HBM) in its next-generation AI accelerator Rubin Ultra, overall HBM demand in 2027 could still exceed forecasts. By lowering HBM per chip, NVIDIA can ease supply constraints and increase shipments. UBS notes th
2026-08-11
news.google.com
2026-08-11