Semiconductor News & Analysis Feed
181 articles
2026-07-24
digitimes.com
2026-07-24
AMD used its Advancing AI 2026 conference in San Francisco this week to do more than launch new hardware — it put its entire AI ecosystem strategy on display in a direct challenge to NVIDIA's grip on the AI infrastructure market.
2026-07-24
marklapedus.substack.com
2026-07-24
Semiecosystem
2026-07-22
marklapedus.substack.com
2026-07-22
Semiecosystem
SK Siltron To Shut Down U.S. SiC wafer plant
The closure will affect all 140 employees at the Michigan site
SEMIECOSYSTEM
JUL 22, 2026
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By Mark LaPedus
South Korea’s SK Siltron plans to shut down its silicon carbide (SiC) wafer manufacturing plant in Michigan.
The closure will affect all 140 employees at the Michigan site, according to officials from South Korea’s SK Group, the parent
2026-07-21
eetimes.com
2026-07-21
Canatu stacks its C-suite to push CNTs into chips, cars, and diagnostics—watch how its new CEO plans to turn nanotube hype into yield.
2026-07-20
finance.biggo.com
2026-07-20
finance.biggo.com
2026-07-20
www.thefastmode.com
2026-07-20
The Fast Mode
2026-07-20
digitimes.com
2026-07-20
Nvidia founder and CEO Jensen Huang spent last week in Tokyo meeting government officials, robotics makers and dozens of supply chain executives, as the company deepens its push into Japan's manufacturing and AI ecosystem, according to a blog post published on Nvidia's website and its official newsroom release.
2026-07-20
digitimes.com
2026-07-20
AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated technologies, equipment, services, and system solutions. Merck said that as chip manufacturing advances from 2nm toward 1.4nm, the industry is moving closer to atomic-scale production, where competition will hinge on the broader ecosystem spanning materials, proce
2026-07-19
www.theglobeandmail.com
2026-07-19
The Globe and Mail
2026-07-19
www.theglobeandmail.com
2026-07-19
The Globe and Mail
2026-07-19
www.theglobeandmail.com
2026-07-19
The Globe and Mail
2026-07-19
www.fool.com
2026-07-19
The Motley Fool
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
www.scmp.com
2026-07-18
South China Morning Post
2026-07-18
digitimes.com
2026-07-18
Nanotechnology is increasingly seen as a key enabler in the AI era, with competition broadening from semiconductors, manufacturing to home appliances. At Nano Korea 2026 held in Goyang, South Korea, Samsung Electronics again highlighted its integrated semiconductor solutions, while the LG Group moved beyond home appliances to showcase its deployment in semiconductor equipment and materials.
2026-07-17
www.bisinfotech.com
2026-07-17
Bisinfotech
2026-07-17
digitimes.com
2026-07-17
The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June 2026 financial performances of key supply chain players in Taiwan. Within this thriving ecosystem, IC testing and design services have emerged as pivotal backbones ensuring the physical viability and operational efficiency of next-generation silicon.
2026-07-17
digitimes.com
2026-07-17
Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm, Visteon, Harman, Joynext, Denso, Astemo, and Hyundai Mobis.
2026-07-17
digitimes.com
2026-07-17
Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.
2026-07-17
marklapedus.substack.com
2026-07-17
Semiecosystem