Semiconductor News & Analysis Feed
10652 articles
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
digitimes.com
2026-07-08
France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
www.01net.it
2026-07-08
01net
www.01net.it
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2026-07-08
www.staradvertiser.com
2026-07-08
Honolulu Star-Advertiser
www.staradvertiser.com
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Qualcomm (QCOM) Stock Looks Fairly Valued After Fresh AI Demand News
Bailey Pemberton
July 7, 2026 4 min read
QCOM
-3.20%
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QUALCOMM's share price has climbed over the past few years, yet the valuation picture is mor
2026-07-08
www.digitaltoday.co.kr
2026-07-08
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Industry
Synopsys to end semiconductor manufacturing process control software to focus resources on AI design
AI Summary
Synopsys will stop selling semiconductor manufacturing process control software, Reuters reported on July 7, citing six sources familiar with the matter. The move is part of an effort to focus resources on higher-margin businesses such as AI design. Synopsys notified about 10 c
2026-07-08
www.notebookcheck.net
2026-07-08
Notebookcheck
Earlier this month, Ugreen introduced the Nexode Air 100W GaN charger in the US. The compact charger has now made its way to the UK, where it is available through Amazon for £39.99.
This Nexode Air model bumps the maximum output to 100W, making it better suited for charging laptops, tablets, and handheld gaming PCs than the earlier 45W and 65W models. According to Ugreen, it can charge a 14-inch
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed the report on Monday, with a spokesperson telli
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
Danielle Liverance
July 7, 2026 3 min read
NVDA
+4.06%
AMD
+2.57%
GOOG
+1.90%
AVGO
+1.32%
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A 78-layer PCB midplane delays NVIDIA's Kyber NVL144 to 2028, dropping NVDA 1.4%, while AMD gains a clear competitive window with share
2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
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2026-07-08
www.crainscleveland.com
2026-07-08
Crain's Cleveland
A growing nationwide shortage of high-skilled workers threatens to delay construction of billions of dollars in new semiconductor plants across the U.S. and constrain future chip production unless the industry pools resources and the government keeps up funding, according to a new report.
Why Firestone Country Club lost the Senior Players Championship
PGA Tour Champions president Miller Brady sa
2026-07-08
asiatimes.com
2026-07-08
Asia Times
China is using several methods to circumvent United States export controls on extreme ultraviolet (EUV) lithography machines, including developing its own machines and stacking artificial intelligence (AI) chips to boost their performance.
However, Washington suspects these may not be what Beijing has done alone. It says China may have already obtained an EUV machine from ASML through underground
2026-07-08
www.marketwatch.com
2026-07-08
MarketWatch
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2026-07-08
www.fool.com
2026-07-08
The Motley Fool
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
DeepSeek looks to reduce reliance on Nvidia with own AI chip
Yahoo Finance Video
July 7, 2026
NVDA
+4.06%
ANTH.PVT
GOOGL
+1.99%
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+0.07%
2330.TW
-0.82%
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Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia.
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2026-07-08
www.morningstar.com
2026-07-08
Morningstar
Home
Stocks
Forget SpaceX—SK Hynix’s Record US IPO Tests the AI Trade’s Hottest Corner
Forget SpaceX—SK Hynix’s Record US IPO Tests the AI Trade’s Hottest Corner
The giant South Korean chipmaker is looking to raise $28 billion from US investors just as memory stocks are tumbling after massive gains.
Tom Lauricella
Jul 7, 2026
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Weste
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
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2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
Sarasin & Partners LLP has added 332,404 shares of $TSM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TSM.
TAIWAN SEMICONDUCTOR MANUFACTURING Hedge Fund Activity
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2026-07-08
www.cnbc.com
2026-07-08
CNBC
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