Semiconductor News & Analysis Feed
9970 articles
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
2026-07-07
digitimes.com
2026-07-07
Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.
2026-07-07
eetimes.com
2026-07-07
News Desk
U.S. manufacturing expanded in June, but Middle East conflict impacted raw materials.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
semiengineering.com
2026-07-07
Laura Peters
Having a device that works at time zero is no longer a guarantee of reliability over it...
2026-07-07
digitimes.com
2026-07-07
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
2026-07-07
digitimes.com
2026-07-07
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-07
eetimes.com
2026-07-07
Sally Ward-Foxton
Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.
2026-07-07
digitimes.com
2026-07-07
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
eetimes.com
2026-07-07
Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.