Semiconductor News & Analysis Feed
20 articles
2026-09-03
seekingalpha.com
2026-09-03
2026-09-03
kraneshares.com
2026-09-03
2026-08-31
news.google.com
2026-08-31
2026-08-31
news.google.com
2026-08-31
2026-08-24
2026-08-22
2026-08-19
tomshardware.com
2026-08-19
China is shifting large-scale AI data center construction from eastern developed regions to rural western provinces to leverage surplus energy resources. This move aligns with the government's view that computing power is a measure of national strength and supports regional economic development. Unl
2026-08-18
2026-08-15
finance.yahoo.com
2026-08-15
SoftBank Group reported its first-quarter 2026 financial results, with revenue rising to ¥2,019.59 billion and net income declining to ¥347.33 billion. The company also announced a significant reduction in its stake in Taiwan Semiconductor Manufacturing (TSMC) and an increase in its holding of Capit
2026-08-12
xenospectrum.com
2026-08-12
2026-08-07
2026-07-16
2026-07-10
tomshardware.com
2026-07-10
According to new research by Alinea Analytics, Valve's Steam platform generated an estimated $11.1 billion in revenue during the first half of 2026, marking a record-breaking performance. This represents a 14.5% increase compared to the same period in 2025 and outpaces the second half of 2025 by 8%,
2026-07-09
2026-07-03
www.tradingkey.com
2026-07-03
On July 2, U.S. markets showed divergence as AI hardware stocks retreated, leading to declines in the Nasdaq and Philadelphia Semiconductor Index, while the Dow Jones hit a record high. The volatility is attributed to supply-demand imbalances, yet underlying economic fundamentals remain strong, with
2026-06-12
news.google.com
2026-06-12
2026-06-10
finance.yahoo.com
2026-06-10
Synopsys' investment narrative is evolving amid shifting dynamics with Ansys and changing market expectations. Recent upgrades by several Wall Street firms, including BofA, Citi, and Stifel, reflect optimism around its strong Q2 performance, updated fiscal guidance, and potential synergies with Ansy
2026-06-07
cryptoslate.com
2026-06-07
The AI computing power race is fundamentally reshaping the semiconductor industry's power dynamics, shifting leverage from chipmakers like NVIDIA to grid infrastructure. As AI applications intensify energy demands, the focus has moved beyond traditional chip performance to encompass power efficiency
2026-06-05
news.google.com
2026-06-05
2026-06-02
www.pcmag.com
2026-06-02
Nvidia's launch of the RTX Spark superchip at Computex marks a seismic shift in the PC industry, fundamentally altering the landscape of consumer computing. By integrating AI components from its DGX Spark desktop, leveraging Windows on Arm, and adopting Apple's unified memory architecture, the RTX S