Semiconductor News & Analysis Feed

20 articles
2026-09-29
smallwarsjournal.com 2026-09-29
2026-09-07
simplywall.st 2026-09-07
2026-09-07
energiesmedia.com 2026-09-07
2026-09-02
finance.yahoo.com 2026-09-02
NVIDIA stock dropped about 1.4% on Tuesday as Texas begins scrutinizing real data-center projects versus grid paperwork. The electricity demand from data centers in parts of the U.S. has now exceeded 700 gigawatts—more than ten times current data-center consumption. Texas has frozen new grid connect
2026-08-27
www.tradingview.com 2026-08-27
2026-08-27
www.ad-hoc-news.de 2026-08-27
2026-08-25
www.storagereview.com 2026-08-25
2026-08-25
news.google.com 2026-08-25
2026-08-25
news.google.com 2026-08-25
2026-08-17
www.infrastructureinvestor.com 2026-08-17
2026-08-16
www.ad-hoc-news.de 2026-08-16
ASML's 2026 low-NA EUV shipment targets imply over 45% revenue growth, drawing strong analyst attention and stock appreciation. The company's capacity expansion and Intel Foundry's adoption of high-NA EUV technology underscore sustained demand for advanced chipmaking equipment. Despite some concerns
2026-08-16
news.google.com 2026-08-16
2026-08-12
www.wsj.com 2026-08-12
2026-08-12
finance.biggo.com 2026-08-12
QumulusAI's partnership with diversified trading firm DRW marks another significant step in NVIDIA's Blackwell B300 expansion, with the deal potentially exceeding $246 million. This GPU-as-a-Service agreement demonstrates the growing demand for high-performance computing resources in AI-driven appli
2026-08-06
news.google.com 2026-08-06
2026-08-04
www.marktechpost.com 2026-08-04
2026-08-04
www.ad-hoc-news.de 2026-08-04
Micron Technology's stock presents a paradox: while its high-bandwidth memory (HBM) pipeline is fully booked through 2026 and it holds $100 billion in long-term supply contracts, market sentiment remains clouded by concerns over China's expanding DRAM capacity, particularly following reports that Ch
2026-08-03
digitimes.com 2026-08-03
2026-07-31
www.cxodigitalpulse.com 2026-07-31
India's government has launched the 'Semicon 2.0' initiative as an upgraded version of the 'Semicon India' program, aiming to build a robust semiconductor talent pipeline spanning chip design, manufacturing, and advanced packaging. The plan integrates curriculum development in engineering institutio
2026-07-20
pandaily.com 2026-07-20