Semiconductor News & Analysis Feed
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2026-07-13
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2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
2026-07-09
digitimes.com
2026-07-09
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
2026-07-08
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2026-07-08
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2026-07-08
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2026-07-06
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2026-07-06
SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.
2026-07-06
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2026-07-04
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Samsung AI Solutions being discussed during SFF 2024 event - Source: Samsung Foundry
It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2n