Semiconductor News & Analysis Feed
239 articles
2026-07-17
digitimes.com
2026-07-17
Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization trends reshape technology supply chains for global customers, investors, and competitors. The company said the forecast is preliminary and unaudited.
2026-07-16
www.nscale.com
2026-07-16
Nscale
2026-07-16
en.tempo.co
2026-07-16
Tempo.co English
2026-07-16
digitimes.com
2026-07-16
A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by the chip designer on the virtualization platform VMware.
2026-07-16
digitimes.com
2026-07-16
CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker is using the capital market to connect semiconductor suppliers, AI cloud providers, device brands, automakers, and state-backed investors, reinforcing a domestic memory ecosystem.
2026-07-16
digitimes.com
2026-07-16
Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched to six months, and it has urged customers to place orders early to avoid delivery delays. Meanwhile, a channel player said STMicroelectronics (ST) MCU lead times have extended to 52 weeks, prompting distributors to begi
2026-07-16
digitimes.com
2026-07-16
TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust, with chairman C.C. Wei saying the company's 2nm process has entered volume production and is progressing smoothly through its production ramp.
2026-07-16
digitimes.com
2026-07-16
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors
2026-07-16
digitimes.com
2026-07-16
Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou
2026-07-15
digitimes.com
2026-07-15
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,
2026-07-14
news.google.com
2026-07-14
Bloomberg.com
2026-07-14
digitimes.com
2026-07-14
Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.
2026-07-11
digitimes.com
2026-07-11
South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the p
2026-07-10
digitimes.com
2026-07-10
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.
2026-07-09
www.storagereview.com
2026-07-09
StorageReview.com
NVIDIA Pairs Revenue Sharing With Credit Support to Finance AI Cloud Buildouts
by Harold Fritts on July 9, 2026
Cloud ◇ Enterprise
NVIDIA has introduced a new business model to accelerate the deployment of AI infrastructure by combining revenue sharing with credit support for AI cloud providers. Announced July 1 in a blog post co-authored by CFO Colette Kress, the initiative is designed to expa
2026-07-09
www.investing.com
2026-07-09
Investing.com
__fail__
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.
2026-07-08
www.insidermonkey.com
2026-07-08
Insider Monkey
HEDGE FUNDS
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NEWS
Jim Cramer’s 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space
Published on July 8, 2026 at 9:17 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. The host of CNBC’s Mad Money said on Monday that inve
2026-07-08
www.allaboutcircuits.com
2026-07-08
All About Circuits
www.allaboutcircuits.com
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