Semiconductor News & Analysis Feed

LG has unveiled its first 1080p gaming monitor capable of delivering a 1000Hz refresh rate—the UltraGear 25G590B. This milestone makes it the world’s first 1080p display to achieve such a high refresh rate, outperforming previous models that typically reached 1000Hz only at lower resolutions like 72

IBM unveiled its first dual-ISA core at Hot Chips 2026, enabling native execution of both ARM and z/Architecture instructions within a single core—a significant leap in integrating modern software ecosystems into traditional mainframe platforms. Built on a 2nm process, the chip features 11 high-perf

This article focuses on the radiation tolerance of tantalum polymer capacitors, a critical aspect for electronic components operating in high-radiation environments such as spacecraft, nuclear reactors, particle accelerators, and hardened military systems. Ionizing radiation poses dual threats to el

Researchers at Kyoto University have developed a silicon carbide (SiC) transistor capable of operating at 600°C, using standard ion implantation techniques common in commercial chip fabrication. By employing a bottom-gate structure and double-well isolation, they significantly reduced the gap betwee

NVIDIA continues to attract significant attention in the semiconductor sector, despite a recent 8% reduction in stake by institutional investor Woodstock Corp during Q2. While selling 43,760 shares, Woodstock retained 502,723 shares valued at approximately $100.6 million, making NVIDIA its largest h

In August 2026, Stenger Family Office LLC increased its stake in NVIDIA, making it the company's third-largest holding. The family office raised its position by 2.1% in Q2, acquiring an additional 3,209 shares, bringing its total to 158,057 shares valued at approximately $31.6 million. While insider

Generali Investments CEE investicni spolecnost a.s., a Czech institutional investor, increased its NVIDIA stake by 9.7% in Q2, acquiring 11,874 additional shares to hold 134,776 shares, representing 1.3% of its portfolio. This move reflects confidence in NVIDIA's long-term growth potential, despite

LilyGo has launched a complete kit version of its K230 development system, combining the board with a custom enclosure and an optional keyboard. Priced around $150, the device resembles a smartphone but functions primarily as an expanded development platform rather than a daily mobile phone. It uses

NVIDIA officially unveiled the latest DGX Station desktop at Computex 2026, though it did not disclose a price. Recent listings by Exxact confirm the price tag at nearly $100,000, validating market speculation. The Valence VWS-158270643 model is powered by the GB300 Superchip, integrating the Blackw

In August 2026, Hyperion Asset Management Ltd reduced its NVIDIA stake by 1.1% during the second quarter, holding 1,270,234 shares valued at $254.16 million, making it the sixth-largest holding in the firm's portfolio. Despite this reduction, NVIDIA remains a key investment. Other major investors su