Semiconductor News & Analysis Feed

Recent reports indicate that ByteDance and Tencent have each received approximately 10,000 NVIDIA H200 accelerators, marking the first significant shipment of these chips into mainland China since the U.S. approved their export to China in December last year. Although the U.S. has granted export lic

Amid expectations that the Federal Reserve may keep interest rates unchanged, U.S. stocks have rebounded, with semiconductor stocks leading the recovery. Although the June U.S. jobs report showed only 57,000 jobs added—well below the forecast of 115,000—the market has regained confidence, and the Na

Amid cautious broader market sentiment, Meta Platforms (NASDAQ: META) surged sharply, becoming one of the standout performers of the session, while other high-profile names previously buoyed by AI enthusiasm faced pressure. SpaceX-linked fund SPCX dropped significantly, reflecting a shift in capital

TEMC CNS has initiated deliveries of Central Chemical Supply Systems (CCSS) to SK Hynix, signaling that construction of the chipmaker's first fab at the Yongin Semiconductor Cluster has entered the cleanroom installation phase. This marks a significant step in SK Hynix’s expansion plans, with the fi