Semiconductor News & Analysis Feed
20 articles
2026-09-25
www.indexbox.io
2026-09-25
2026-09-25
2026-09-22
www.trendforce.com
2026-09-22
2026-09-22
biz.chosun.com
2026-09-22
The surge in Korea's HBM-related exports to Malaysia—up 466.6% year-over-year to $1.62 billion in August 2026—signals a structural shift in the global advanced packaging supply chain. Rather than a simple capacity overflow from TSMC's CoWoS fabs in Taiwan, this trend reflects a deeper realignment: A
2026-09-18
finance.biggo.com
2026-09-18
2026-09-17
www.chosun.com
2026-09-17
2026-09-17
2026-09-15
www.pymnts.com
2026-09-15
2026-09-15
ca.finance.yahoo.com
2026-09-15
2026-09-11
finance.yahoo.com
2026-09-11
2026-09-11
news.google.com
2026-09-11
2026-09-09
2026-09-08
www.digitaltoday.co.kr
2026-09-08
2026-09-08
2026-09-07
2026-09-04
stocktwits.com
2026-09-04
2026-09-03
finance.yahoo.com
2026-09-03
Soros Fund Management significantly increased its stake in Micron Technology (MU) by nearly eightfold during Q2, raising its holdings from 2,824 to 22,422 shares, with the position's value rising from around $954,000 to $25.9 million. This move has sparked debate over whether AI memory remains one o
2026-09-02
finance.yahoo.com
2026-09-02
Billionaire Philippe Laffont's Coatue Management significantly increased its positions in two key players along the AI supply chain: Micron Technology (up 1,794% to 3.14 million shares) and Amazon.com (up 49% to 11.83 million shares). This move reflects a strategic bet on sustained AI demand, with M
2026-09-02
tomshardware.com
2026-09-02
At IFA 2026, Acer unveiled two handheld gaming devices: the smaller Predator Atlas 7 and the concept Project DualPlay Mini. The Atlas 7 features an Intel Arc G3 or G3 Extreme processor, a 7-inch 1080p display, and supports up to 80Wh battery life, with dual Thunderbolt 4 ports, Wi-Fi 7, and Bluetoot
2026-09-01