Semiconductor News & Analysis Feed
189 articles
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
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Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition · Simply Wall St.
Simply Wall St
26 June 2026 2 min read
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+0.37%
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+3.73%
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
Simply Wall St
Fri, June 26, 2026 at 4:38 AM PDT 2 min read
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+5.84%
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onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This a
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
www.manilatimes.net
2026-06-25
The Manila Times
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips
A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints
New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
news.google.com
2026-06-25
Stock Titan
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
Applied Materials, Inc.
Thu, June 25, 2026 at 6:00 AM PDT 6 min read
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Applied Materials, Inc.
Innovations spanning DRAM and advanced packaging enable the
2026-06-25
www.globenewswire.com
2026-06-25
GlobeNewswire
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips
A new epitaxy system optimized for DRAM fabs adds a critical logic-class step—boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints
New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
timesofsandiego.com
2026-06-25
Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream)
Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips.
The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers.
“We’re excited to continue partnerin
2026-06-25
wtvbam.com
2026-06-25
WTVB
June 24 (Reuters) – Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips.
Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia.
The shift reflects mounting pressure