Semiconductor News & Analysis Feed
9306 articles
2026-07-07
news.google.com
2026-07-07
thelec.net
2026-07-07
www.koreaherald.com
2026-07-07
The Korea Herald
AI memory surge powers record W89.4 trillion operating profit, well above market expectations
Samsung Electronics' Seocho office in southern Seoul (Im Se-jun/The Korea Herald)
Samsung Electronics appears to have overtaken Nvidia to post the world’s largest quarterly operating profit among major tech companies, reporting a record 89.4 trillion won ($58.6 billion) for the second quarter on booming
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
2026-07-07
eu.36kr.com
2026-07-07
36 Kr
TSMC places bulk orders, Cadence pursues serial acquisitions: Is the AI chip landscape on the verge of transformation?
坤少说
2026-07-07 11:08
Competition in AI chips extends to system-level collaboration fields such as PCB
Currently, AI chips and advanced manufacturing processes are continuously pushing toward extreme performance, causing many previously overlooked segments of the industrial chain
2026-07-07
news.google.com
2026-07-07
thedailycatch.org
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Stock And 2 AI Chip Picks Backed By Data Center Demand
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
Semiconductor and artificial intelligence stocks are back in the spotlight, with market attention pulled toward AI chip demand, record index levels, and a tight focus on inflation and Treasury yields. For investors trying t
2026-07-07
stockinvest.us
2026-07-07
StockInvest.us
stockinvest.us
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a18731b159272dfc
Performance and Security by Cloudflare
Privacy
2026-07-07
boisedev.com
2026-07-07
BoiseDev
boisedev.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a18782a8ded7d143
Performance and Security by Cloudflare
Privacy
2026-07-07
www.chosun.com
2026-07-07
조선일보
By Choi Hyung-seok
Published 2026.07.07. 08:57
Updated 2026.07.08. 08:53
SK Hynix / Foreign Press
SK Hynix’s Nasdaq listing approaches on the 10th (local time), with signs of strong interest emerging locally.
According to the Financial Times (FT) on the 6th, Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, Baillie Gifford, a British long-term invest
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
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
Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.
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
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
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
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
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
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
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
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.