Semiconductor News & Analysis Feed
200 articles
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
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
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The artificial intelligence (AI) investment opportunity has become more measured throughout 2026. After years of parabolic gains driven by explosive demand for generative models and the underlying infrastructure that supports them, both Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) have been relatively subdued stocks so far this year.
With that said, I think the muted stock perf
2026-07-07
www.theglobeandmail.com
2026-07-07
The Globe and Mail
Key Points
Amazon launched its own Trainium AI chips for AWS in 2022.
It could challenge Nvidia by selling those chips to third-party customers.
These 10 stocks could mint the next wave of millionaires ›
Four years ago, Amazon(NASDAQ: AMZN) started using its own Trainium AI chips in its cloud infrastructure platform, Amazon Web Services (AWS). Those first-party chips became even more powerful
2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-06
news.google.com
2026-07-06
AOL.com
2026-07-06
finance.yahoo.com
2026-07-06
Yahoo Finance
Prediction: This Will Be the Next Artificial Intelligence (AI) Semiconductor Stock to Go Parabolic
Adam Spatacco, The Motley Fool
Mon, July 6, 2026 at 7:05 AM PDT 5 min read
QCOM
+1.96%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
The artificial intelligence (AI) revolution has so far been dominated by data center service providers. But the next phase is shifting dramatically toward
2026-07-06
news.google.com
2026-07-06
The Motley Fool
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
The Motley Fool
2026-07-06
digitimes.com
2026-07-06
LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.
2026-07-06
digitimes.com
2026-07-06
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow