Semiconductor News & Analysis Feed
306 articles
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
2026-07-09
digitimes.com
2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
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
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.
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg.com
2026-07-08
tomshardware.com
2026-07-08
Etiido Uko
Firmware vulnerability affects several router models
2026-07-08
tomshardware.com
2026-07-08
Bruno Ferreira
Nvidia lifts the veil a little bit more on its Vera CPU and reveals a single-thread performance monster — company claims a 1.8x uplift versus x86 competition in agentic workloads and 1.5x in coding.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
www.kedglobal.com
2026-07-08
The Korea Economic Daily Global Edition
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
Agentic systems turn model reasoning into action through multi-step workflows that combine inference, tool use, code execution, retrieval, orchestration, and result handling. As these systems scale across the AI factory, performance depends not only on GPU acceleration, but also on the CPU work that happens between model steps.
Across the creation and deployment of an agentic system, the CPU ensu
2026-07-07
www.kedglobal.com
2026-07-07
The Korea Economic Daily Global Edition
S.Korean stocks drop nearly 5% as caution mounts over fading chip rally
The Kospi index closed down 4.91% at 7,656.31 on July 7, 2026 (Courtesy of Yonhap) South Korea's stock market fell nearly 5% on Tuesday as investors shrugged off Samsung Electronics Co.'s stellar quarterly earnings, following Morgan Stanley's warning of fading momentum for chip stocks.Inv
2026-07-07
www.koreajoongangdaily.com
2026-07-07
Korea JoongAng Daily
Regulator set to rein in leveraged ETFs tied to Samsung, SK hynix amid wild volatility
Authorities are preparing tougher rules as a surge in buying and selling fuels massive swings in the main bourse, with one politician likening it to a casino.
PARK EUN-JEE
JIN MIN-JI
PUBLISHED July 7, 2026 - 7:41 p.m. MODIFIED July 7, 2026 - 11:50 p.m.
A screen displays trading for a single-stock leveraged ETF
2026-07-07
digitimes.com
2026-07-07
Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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