Semiconductor News & Analysis Feed
20 articles
2026-10-01
stockstory.org
2026-10-01
2026-10-01
www.tradingview.com
2026-10-01
2026-10-01
markets.chroniclejournal.com
2026-10-01
2026-09-30
www.telecompaper.com
2026-09-30
2026-09-30
2026-09-28
www.aol.com
2026-09-28
TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry, not the chip designer, is becoming the binding constraint on AI infrastructure buildout. With 7nm-and-below nodes accounting for 77% of wafer revenue and the 2nm ramp already contributing 3%, TSMC is
2026-09-28
247wallst.com
2026-09-28
TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry has become the binding constraint on AI infrastructure deployment. With 7nm-and-below nodes commanding 77% of wafer revenue and a $60–64 billion capex program, TSMC is effectively the bottleneck throug
2026-09-24
www.manilatimes.net
2026-09-24
2026-09-24
www.marketscreener.com
2026-09-24
2026-09-24
www.globenewswire.com
2026-09-24
2026-09-24
www.marketscreener.com
2026-09-24
2026-09-21
www.investing.com
2026-09-21
2026-09-18
2026-09-17
www.quiverquant.com
2026-09-17
Onsemi outlined its long-term growth strategy on September 16, 2026, to address the growing power density constraints in AI, electrification, and automation. As these sectors converge, onsemi leverages its differentiated portfolio in power and sensing to tap into a $213 billion market opportunity. T
2026-09-14
2026-09-08
2026-08-29
ca.investing.com
2026-08-29
2026-08-29
www.investing.com
2026-08-29
2026-08-24
2026-08-12
www.tomshardware.com
2026-08-12
CoreWeave has signed a ten-year contract for Nvidia A100 GPUs extending into 2029, proving that the 2020-era chip remains commercially viable nine years after deployment. This highlights a key trend in the AI compute market: despite continuous new GPU releases, legacy hardware like the A100 continue