Semiconductor News & Analysis Feed
19 articles
2026-09-24
eetimes.com
2026-09-24
This article challenges the quantum computing industry's fixation on qubit counts and error-correction timelines, arguing the more consequential question is how quantum processors integrate into broader computing ecosystems. IBM's 'quantum-centric supercomputing' architecture reframes the QPU not as
2026-09-16
www.digitimes.com
2026-09-16
2026-09-16
2026-09-09
2026-09-05
2026-09-05
2026-09-04
seekingalpha.com
2026-09-04
2026-09-04
www.theinformation.com
2026-09-04
NVIDIA is in talks to invest approximately $2.5 billion in Murati's Thinking Machines Lab, highlighting the growing strategic importance of AI computing infrastructure in the semiconductor industry. This potential investment aligns with NVIDIA's continued focus on AI chip technology and demonstrates
2026-09-02
www.techradar.com
2026-09-02
2026-08-30
seekingalpha.com
2026-08-30
This article from D.M. Martins Research provides a bullish analysis of NVIDIA (NVDA) stock, advocating for a long-term investment stance despite current high market valuation. The author emphasizes that AI-driven automation across sectors such as finance, accounting, and legal services could unlock
2026-08-30
seekingalpha.com
2026-08-30
This article from D.M. Martins Research evaluates NVIDIA's stock as a compelling long-term investment amid the AI revolution. Despite conservative growth expectations, the author estimates that AI-driven automation in sectors like finance, accounting, and legal could unlock $12 trillion in value, un
2026-08-20
www.barrons.com
2026-08-20
2026-08-17
semiengineering.com
2026-08-17
2026-07-25
seekingalpha.com
2026-07-25
This article analyzes the recent pullback in the semiconductor sector and its underlying investment dynamics. The iShares Semiconductor ETF (SOXX) has surged 250% since April 2025, but has declined 20% from its June highs—a typical correction following a strong rally. The semiconductor industry is i
2026-07-16
eetimes.com
2026-07-16
As humanoid and mobile robotics advance, precision gear design is facing unprecedented challenges. At Automate 2026 in Chicago, Nidec Drive Technology delved into its key technologies for advanced robotics and industrial automation, including FLEXWAVE strain-wave reducers, KINEX cycloidal gearboxes,
2026-07-04
2026-06-29
semiengineering.com
2026-06-29
As semiconductor process nodes continue to shrink, the complexity of chip design and verification is increasing exponentially, making traditional verification methods inadequate. Recently, the industry has begun exploring a new paradigm—specification engineering—as a way to address verification bott
2026-06-23
simplywall.st
2026-06-23
In June 2026, China’s Supreme People’s Court upheld a final sales injunction against Infineon Technologies’ Gallium Nitride (GaN) products in mainland China, confirming earlier findings that they infringed two of Innoscience’s GaN invention patents and ordering an immediate halt to related sales, of
2026-06-10
eetimes.com
2026-06-10
Efinix has introduced the Titanium Edge FPGA family tailored for edge AI applications, featuring RISC-V cores with AI instruction extensions. The key innovation lies in its XLR (exchangeable logic and routing) cell, which dynamically allocates logic and routing resources across different parts of a