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In 2026, hybrid bonding technology continues to gain traction in the semiconductor industry, particularly in logic chips where it has entered high-volume production. TSMC's SoIC platform has scaled bond pitches from 9 microns to 6 microns and plans to reach 4.5 microns by 2029. Meanwhile, Intel's Fo

Hybrid Bonding 3D Chip Stacking TSMC High Bandwidth Memory Chip Packaging SoIC Platform Foveros Direct Microbump Technology

Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's $12.2bn warrant buys a category nobody was defending

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digitimes.com 2026-08-20

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, America Movil, Bath & Body Works, Duolingo, Gorilla Technology, Lumentum Holdings, Micron Technology, Tapestry,and More - 247wallst.com

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247wallst.com 2026-08-18

Novosense's Dual Push: GaN Solutions Target AI Data Centers, Ultra-Wide-Body Isolators Position for 1500V High-Voltage Systems - finance.biggo.com

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finance.biggo.com 2026-08-15

Novosense Microelectronics is pursuing dual strategic initiatives in the semiconductor sector, focusing on both high-power-density applications and high-voltage system safety compliance. At the SiC/GaN Empowering 800V Data Centers and New Energy Innovation Summit in Shenzhen, the company will showca

Gallium Nitride Silicon Carbide Data Centers High Voltage Systems Digital Isolators Semiconductor Devices Power Density Safety Compliance

Everybody loves Nvidia — but then, they can’t afford not to - Financial Times

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www.ft.com 2026-08-13

NVIDIA's dominant position in the AI chip market has drawn unprecedented attention, despite the high pricing of its products. The company's success reflects not only its technological leadership but also the industry's urgent demand for AI computing capabilities. As global investment in AI continues

NVIDIA Semiconductor Industry AI Chips GPU Artificial Intelligence Chip Design TSMC Supply Chain

Meizu Pandaer's new 80W GaN charger packs three ports into a 99g, card-sized body - Notebookcheck

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news.google.com 2026-08-09

Nobody's Talking About the 1 Biggest Risk Facing Nvidia - AOL.com

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www.aol.com 2026-08-02

Nobody's Talking About the 1 Biggest Risk Facing Nvidia - fool.com

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www.fool.com 2026-08-02

NVIDIA, as a leading player in the AI chip market, has seen its stock surge 13,440% over the past decade, reflecting strong business performance. However, the biggest risk facing the company is largely overlooked. This risk stems from the sustainability of AI-related spending. NVIDIA's success is de

NVIDIA Artificial Intelligence AI Chips Data Centers Semiconductor Industry Capital Expenditure Economic Outlook Market Valuation

Nobody's Talking About It, But This Business Could Make Nvidia a $10 Trillion Company - The Globe and Mail

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www.theglobeandmail.com 2026-08-01

Nobody's Talking About It, But This Business Could Make Nvidia a $10 Trillion Company - The Motley Fool

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www.fool.com 2026-08-01

The Anti-Nvidia ETF: Why Contrarians Are Buying the Stocks Nobody Wants - Yahoo Finance

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finance.yahoo.com 2026-07-25

This article explores the investment logic behind the anti-NVIDIA ETF (FNDF) and its underlying philosophy. Unlike traditional market-cap-weighted index funds, FNDF uses a fundamentally weighted approach, allocating investments based on metrics such as sales, operating cash flow, and dividends, rath

NVIDIA ETF Contrarian Investing Fundamental Investing Market Capitalization Value Investing International Stocks Semiconductor Industry

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