Semiconductor News & Analysis Feed
20 articles
2026-10-02
drrobertcastellano.substack.com
2026-10-02
2026-10-01
semiengineering.com
2026-10-01
This article exposes a fundamental structural tension in edge AI chip design: the relentless pace of AI model evolution versus the multi-year silicon development cycle. The central insight is that real-world edge performance is governed less by peak NPU TOPS and more by system-level factors—memory b
2026-09-28
www.benzinga.com
2026-09-28
2026-09-17
2026-09-16
2026-09-16
www.greenpeace.org
2026-09-16
2026-09-06
www.moomoo.com
2026-09-06
2026-09-03
finance.yahoo.com
2026-09-03
2026-08-30
news.google.com
2026-08-30
2026-08-27
finance.yahoo.com
2026-08-27
2026-08-25
news.google.com
2026-08-25
2026-08-25
news.google.com
2026-08-25
2026-08-23
247wallst.com
2026-08-23
The AI boom is creating an unexpected side effect: the machines powering artificial intelligence are driving up costs across other technologies. Memory prices have surged, with server DRAM nearly doubling in Q1 2026. Counterpoint Research reported an 80% to 90% quarter-over-quarter increase in DRAM,
2026-08-20
www.trefis.com
2026-08-20
2026-08-15
tomshardware.com
2026-08-15
A senior engineer at Nanya Technology in Taiwan has been indicted for allegedly stealing confidential DRAM manufacturing process information. The individual used a hidden 360-degree camera concealed in snacks to access restricted company areas and photograph internal documents. Although the act was
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-07-27
news.google.com
2026-07-27
2026-07-25
www.fool.com
2026-07-25
Navitas Semiconductor is pursuing one of AI's less obvious opportunities: power delivery. As data centers become increasingly hot, dense, and expensive to operate, the company's GaN and SiC technologies could gain prominence if it converts design wins into real adoption. The semiconductor industry i
2026-07-23