Semiconductor News & Analysis Feed
20 articles
2026-07-10
www.cnbc.com
2026-07-10
CNBC
2026-07-09
tomshardware.com
2026-07-09
Jowi Morales
Your kids can inherit your digital game library if you're in China.
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-27
sustainabilitymag.com
2026-06-27
Sustainability Magazine
Ocean wave technology could address the renewable energy challenge facing coastal digital infrastructure.
Data centres built near coastlines to take advantage of cooling systems and network connectivity may soon draw power from the movement of the sea itself.
Eco Wave Power is working on wave energy systems that convert ocean motion into electricity.
The company uses digital twin technology fro
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-23
eetimes.com
2026-06-23
AI's growth is hitting an architectural wall, not just compute—discover why integration trumps raw power in this exclusive interview.
2026-06-23
sourceability.com
2026-06-23
Sourceability
While AI-demand-driven shortages have primarily impacted advanced processors and memory, the rapid expansion of supporting infrastructure is also increasing pressure on semiconductor packaging technologies and essential passive components. As companies race to increase their AI capabilities, the industry is working in parallel to address these emerging constraints.
But the news is not all bad. Re
2026-06-19
digitimes.com
2026-06-19
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-04
tomshardware.com
2026-06-04
Hassam Nasir
Joy-Cons and Pro Controllers might also be revised.
2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in
2026-06-01
news.google.com
2026-06-01
TheStreet Pro
2026-05-27
sourceability.com
2026-05-27
Sourceability
The semiconductor industry’s dependence on a handful of manufacturers confined to only a few countries has been a known vulnerability for years. Samsung’s labor negotiations in South Korea illustrate the risks tied to both concentrated geopolitical sources and the growing demands on the ever-shrinking chip workforce.
Meanwhile, ASML’s partnership with Tata Electronics signals growing momentum b
2026-05-16
www.indexbox.io
2026-05-16
IndexBox
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2026-05-12
sourceability.com
2026-05-12
Sourceability
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2026-05-10
www.benzinga.com
2026-05-10
Benzinga
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2026-05-09
www.cnbc.com
2026-05-09
CNBC
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2026-05-08
autonews.gasgoo.com
2026-05-08
Gasgoo
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2026-05-08
www.barchart.com
2026-05-08
Barchart.com
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