Semiconductor News & Analysis Feed
20 articles
2026-09-07
2026-09-03
www.koreaherald.com
2026-09-03
The U.S. administration has revived its push for targeted semiconductor tariffs, compelling global chipmakers to either build in the U.S. or face import duties. This move places significant pressure on South Korean firms like Samsung Electronics and SK Hynix, which have committed over $41 billion to
2026-08-31
news.google.com
2026-08-31
2026-08-17
startupfortune.com
2026-08-17
NVIDIA's recent announcement of over $40 billion in AI investments has reignited fears of a dot-com bubble resurgence. This massive capital deployment includes a $30 billion stake in OpenAI, along with strategic investments in companies like CoreWeave, Nebius, Corning, and IREN, as well as equity po
2026-08-09
news.google.com
2026-08-09
2026-08-05
2026-08-05
news.google.com
2026-08-05
2026-08-03
www.digitimes.com
2026-08-03
2026-08-03
2026-08-03
2026-07-31
www.foxbusiness.com
2026-07-31
The semiconductor industry has experienced a notable surge driven by Microsoft's robust cloud business outlook and the rapid advancement of artificial intelligence technologies. In a Fox Business interview, Eddie Ghabour, co-founder and CEO of Key Advisors Wealth Management, analyzed this recent ral
2026-07-31
ca.finance.yahoo.com
2026-07-31
2026-07-31
finance.yahoo.com
2026-07-31
Taiwan Semiconductor Manufacturing (TSMC) stock surged 7% as Microsoft revived its AI chip initiatives, boosting investor confidence in the AI infrastructure demand. Despite a downward revision in capital spending due to accounting changes, Microsoft reported a 43% growth in Azure and reaffirmed its
2026-07-09
tomshardware.com
2026-07-09
AMD is extending the lifecycle of its aging AM4 platform by reintroducing the Ryzen 7 4700LE processor in a newly listed prebuilt gaming PC, priced at $799.99 on Amazon. Based on the 2019 Zen 2 (Renoir) architecture, this OEM-exclusive CPU was quietly released in March 2026. Featuring 8 cores, 16 th
2026-07-02
2026-06-30
2026-06-25
2026-06-25
www.reuters.com
2026-06-25
2026-06-25
www.investing.com
2026-06-25
Micron Technology's positive outlook has reignited market enthusiasm for AI memory demand, driving a collective rally in Asian chip stocks. This development underscores the growing demand for high-performance memory solutions, particularly in data centers and cloud computing sectors. Micron's optimi
2026-05-23
www.digitimes.com
2026-05-23
Former U.S. President Donald Trump has revived the false claim that Taiwan stole America's chip industry following his meeting with Chinese President Xi Jinping earlier this month, sparking widespread concern. This statement has intensified U.S.-China tensions and added pressure on Taiwanese semicon