Semiconductor News & Analysis Feed
78 articles
2026-07-22
digitimes.com
2026-07-22
Samsung Electronics is sounding out major suppliers about whether they can support four proposed new semiconductor fabrication plants through 2030, as South Korea's chipmakers prepare for a concentrated cycle of factory construction.
2026-07-20
www.advisorperspectives.com
2026-07-20
Advisor Perspectives
2026-07-20
www.advisorperspectives.com
2026-07-20
Advisor Perspectives
2026-07-20
www.bloomberg.com
2026-07-20
Bloomberg.com
2026-07-19
digitimes.com
2026-07-19
The humanoid robot industry is converging on a "big brain, small brain" architecture, with AI compute shifting from the cloud to the edge, and even to hands, feet, and other endpoints. DIGITIMES Intelligence predicts that Nvidia's CUDA will keep it dominant in the robot "big brain" layer for now, but automotive chipmakers and field-programmable gate array (FPGA) vendors can still target the "small
2026-07-18
digitimes.com
2026-07-18
On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK Hynix as both South Korean chipmakers expand memory capacity at home. He also assessed whether Intel's revival is real, saying that its production scale-up and yield will ultimately be the deciding factors.
2026-07-17
www.reuters.com
2026-07-17
Reuters
2026-07-16
digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that
2026-07-15
www.bloomberg.com
2026-07-15
Bloomberg.com
2026-07-13
news.google.com
2026-07-13
CNBC
2026-07-13
news.google.com
2026-07-13
thelec.net
2026-07-10
www.marketplace.org
2026-07-10
marketplace.org
General Motors and Ford have announced agreements with chipmaker Micron. Plus, a look at what the non-renewal of USMCA might mean for the auto industry.
In the last few weeks, chipmaker Micron Technology has signed agreements with both General Motors and Ford Motor Company. The car companies are looking to secure their supply of memory and storage platforms, which are increasingly important as ve
2026-07-09
www.morningbrew.com
2026-07-09
Morning Brew
TECH
Nvidia's stock is stalling, while other chipmakers gain ground
After hitting an all-time high in May, the stock fell 16% and hasn’t been able to get itself back up.
Morning Brew Inc., Photo: Antonio Bordunovi/Getty Images
ByMatty Merritt
JULY 9, 2026
• LESS THAN 3 MIN READ
TOPICS: Tech / AI / GPUs & AI Chips
It’s 2019: You’re gushing about Avengers: Endgame, and a little computer chip c
2026-07-09
asia.nikkei.com
2026-07-09
Nikkei Asia
'Tremendous visibility' into demand for next 24 months backs confidence in growth
Applied Materials CEO Gary Dickerson said he is confident that AI-driven chip demand will continue for many years. (Photo by Cheng Ting-Fang)
SINGAPORE -- Chipmakers are sharing their equipment demand outlooks for two years or more to ensure their capacity expansions proceed smoothly, the chief executive of Applied
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.
2026-07-08
www.digitimes.com
2026-07-08
digitimes
Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities across the semiconductor software industry.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate
2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-06
news.google.com
2026-07-06
Business Insider
2026-07-06
news.google.com
2026-07-06
Manufacturing.net