Semiconductor News & Analysis Feed
20 articles
2026-10-01
2026-10-01
2026-09-30
2026-09-29
finance.biggo.com
2026-09-29
2026-09-28
cryptonews.net
2026-09-28
2026-09-26
2026-09-25
2026-09-22
www.digitimes.com
2026-09-22
China's silicon carbide (SiC) market is undergoing a significant demand-supply imbalance, with end-market pull from high-voltage EV charging infrastructure and AI data center power systems outpacing domestic manufacturing capacity. According to an exclusive Digitimes report, the resulting capacity c
2026-09-22
www.digitimes.com
2026-09-22
China's silicon carbide (SiC) market is experiencing a notable capacity crunch, with demand outpacing domestic production and forcing a spillover of orders to Taiwanese foundries. According to an exclusive Digitimes report, the primary demand drivers are the rapid expansion of high-voltage charging
2026-09-19
2026-09-18
2026-09-17
biz.chosun.com
2026-09-17
2026-09-14
seekingalpha.com
2026-09-14
Qualcomm (QCOM), a leading global wireless technology company, is strategically positioning itself in the artificial intelligence (AI) sector, particularly in the datacenter and AI accelerator markets. Despite trading at a forward P/E of just 16.4x, the market has not yet fully priced in its potenti
2026-09-14
finance.yahoo.com
2026-09-14
2026-09-13
finance.biggo.com
2026-09-13
2026-09-11
finance.yahoo.com
2026-09-11
As demand for artificial intelligence surges, Amazon has tripled its NVIDIA GPU orders to 3 million chips, reflecting the expanding role of AI in cloud computing and the critical importance of NVIDIA’s leadership in the GPU market. The new agreement includes advanced processors such as the Blackwell
2026-09-10
finance.biggo.com
2026-09-10
2026-09-09
2026-09-07
finance.biggo.com
2026-09-07
2026-09-06