Semiconductor News & Analysis Feed
20 articles
2026-09-26
focustaiwan.tw
2026-09-26
2026-09-24
finance.yahoo.com
2026-09-24
2026-09-23
www.benzinga.com
2026-09-23
2026-09-23
finance.yahoo.com
2026-09-23
2026-09-14
www.digitimes.com
2026-09-14
2026-09-14
2026-09-12
finance.yahoo.com
2026-09-12
2026-09-12
finance.yahoo.com
2026-09-12
The rapid advancement of artificial intelligence has made high-bandwidth memory (HBM) a critical bottleneck in the AI chip market. Recent reports indicate that Chinese AI chipmakers like Huawei and Cambricon have raised prices for accelerators due to increasing scarcity of HBM, with price hikes rang
2026-09-11
finance.yahoo.com
2026-09-11
2026-09-11
news.google.com
2026-09-11
2026-09-11
2026-09-10
uk.finance.yahoo.com
2026-09-10
2026-09-10
finance.yahoo.com
2026-09-10
2026-09-09
stocktwits.com
2026-09-09
2026-09-09
finance.yahoo.com
2026-09-09
2026-09-09
news.google.com
2026-09-09
2026-08-14
www.infoworld.com
2026-08-14
Google has released Gemini 3.7 Flash, featuring enhanced coding, automation, and agent workflow capabilities, while halving the production deployment pricing compared to its predecessor. This rapid iteration reflects developer feedback and positions the model as the company’s most intelligent workho
2026-08-05
www.oxfordeconomics.com
2026-08-05
2026-07-25
247wallst.com
2026-07-25
This article analyzes NVIDIA's central role in the AI revolution and the underlying drivers of its sustained growth. Despite market concerns over whether hyperscalers will reduce AI spending, actual order books and capital expenditure data show accelerating demand. Major players like Microsoft are i
2026-07-18
beth-kindig.medium.com
2026-07-18