Semiconductor News & Analysis Feed
28 articles
2026-07-08
autonews.gasgoo.com
2026-07-08
Gasgoo
2026-07-08
tomshardware.com
2026-07-08
Mark Tyson
Space Force has announced that the first high-energy 'Meadowlands' electronic warfare system has been delivered for operational duty.
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-23
news.google.com
2026-06-23
Stock Titan
2026-06-23
news.google.com
2026-06-23
Stock Titan
2026-06-19
www.trendforce.com
2026-06-19
TrendForce
[News] World’s First Mass-Produced GaN-on-Silicon RF Chip for Smart Terminals Surpasses 5 Million Units Shipped
2026-06-19 Semiconductors editor
News
Please note that this article cites information from Science and Technology Daily.
As per Science and Technology Daily, the first gallium nitride-on-silicon (GaN-on-Si) radio frequency (RF) chip for smart terminals to enter mass production
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-13
digitimes.com
2026-06-13
India has expanded exemptions from mandatory quality certification requirements for imports by Special Economic Zone (SEZ) units and developers, a policy change that industry observers say could ease the establishment of semiconductor manufacturing facilities in the country.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-11
wccftech.com
2026-06-11
Wccftech
The 3nm node remains a popular pick for AI firms as it offers a blend of efficiency, performance, and price, but given that there’s only one wafer manufacturer in the entire world to develop this technology with little complications, TSMC appears to have its hands full. According to the latest statistics, even after ramping production up to 175,000 monthly units for Q2 2026, the Taiwanese semicond
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-09
www.reuters.com
2026-06-09
Reuters
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2026-06-09
semiengineering.com
2026-06-09
Anne Meixner
Scaling to tens of millions of CPO units per year requires the industry to first settle...
2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, analysts reported that NVIDIA's N1 and N1X chips are expected to see significant demand over the next two years, with projected shipments reaching around 10 million units. The stock ticker for NVIDIA is NVDA.
The anticipated demand for NVIDIA's N1 and N1X chips highlights the company's strategic focus on niche markets, particularly those requiring edge-side AI computing power. As