Semiconductor News & Analysis Feed

10790 articles
2026-07-02
digitimes.com 2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-02
semiengineering.com 2026-07-02 Ann Mutschler
As multimodal AI fuses data from billions of devices, attackers can weaponize detailed ...
2026-07-02
www.bloomberg.com 2026-07-02 Bloomberg.com
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2026-07-02
semiengineering.com 2026-07-02 Liz Allan
Ongoing innovations are enabling humanoids to see and move more like humans, while smel...
2026-07-02
digitimes.com 2026-07-02
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
2026-07-02
digitimes.com 2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-02
eetimes.com 2026-07-02 Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.
2026-07-02
digitimes.com 2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com 2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
eetimes.com 2026-07-02 Oğuz Ergin
Turkey has built a strong chip design base, but without domestic manufacturing, its semiconductor sovereignty remains on loan.
2026-07-02
semiengineering.com 2026-07-02 Liz Allan
The EV revolution relies on battery innovation, while AI data centers need a range of n...
2026-07-02
digitimes.com 2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com 2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com 2026-07-02
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
2026-07-02
digitimes.com 2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
digitimes.com 2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
digitimes.com 2026-07-02
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-07-02
digitimes.com 2026-07-02
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
2026-07-02
www.digitimes.com 2026-07-02 digitimes
Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications, the bigger goal is to avoid the most heavily booked 3nm process and secure more supply. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate
2026-07-02
finance.yahoo.com 2026-07-02 Yahoo Finance
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10% Omor Ibne Ehsan Wed, July 1, 2026 at 4:40 PM PDT 4 min read MU -4.71% SNDK -7.26% WDC -7.86% SOXX -5.13% Explore stocks on Coinbase Trading disclosure Quick Read Trump praised Micron (MU) on Truth Social, but after an 838% run the stock still dropped 10%, proving that presidential endorsements can't m