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Semiconductor News & Analysis Feed

20 articles
Trending Companies
Nvidia38 NVIDIA29 Apple7 Adobe4 GlobalFoundries3 ASML3 TSMC3 SK hynix3 Samsung2 Microsoft2 Volvo Cars2 SK Hynix2
Trending Technologies
RTX Spark7 Nemotron 3.5 Super VL7 AI6 Advanced Packaging2 Agentic AI2 Automated Driving2 AI agents2 Nemotron2 Bolt2 GaN2 GeForce NOW2 DLSS 4.52
2026-10-13
CXMT's server DRAM push raises margin concerns for Samsung, SK Hynix
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digitimes.com 2026-10-13
2026-10-13
Govt challenges US excess-capacity concerns as 100% chip tariff threat looms - The Vibes
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www.thevibes.com 2026-10-13
2026-10-03
Tech Associations Present Semiconductor and Industrial Machinery Tariff Concerns in White House Letter - CCIA
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ccianet.org 2026-10-03
2026-10-01
SK hynix seeks to quell investor concern as it weighs funding options for Solidigm - Korea JoongAng Daily
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www.koreajoongangdaily.com 2026-10-01
2026-09-28
Chip stocks fall as AI breach fuels safety concerns, but Nvidia bucks the trend: Chart of the Day - Yahoo Finance
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finance.yahoo.com 2026-09-28
2026-09-28
SK Hynix falls on Solidigm IPO concerns, Samsung also drops - Investing.com
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www.investing.com 2026-09-28
2026-09-24
JPMorgan Rebuts HBM Downgrade Concerns, Sees 63% Demand CAGR Through 2026–2028 - finance.biggo.com
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finance.biggo.com 2026-09-24
JPMorgan's September HBM update reframes market anxiety over specification downgrades as a mix-shift narrative rather than demand destruction. The 63% CAGR through 2028 holds, but the underlying mechanics have shifted: rising 8Hi economy-tier share and 16Hi deferral to 2029 mean fewer bits per wafer
HBMHigh Bandwidth MemoryJPMorganSamsung ElectronicsSK HynixMicronNvidiaASIC
2026-09-22
Trump announces "AI Force" and plans to unveil "AI Czar"; Nvidia CEO dismisses AI concerns - CBS News
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news.google.com 2026-09-22
2026-09-21
I Keep Buying Nvidia Over and Over Despite China Concerns, Despite The Tech Selloff - 24/7 Wall St.
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247wallst.com 2026-09-21
2026-09-20
Global chip market projected to exceed $1.6 tln this year despite AI slowdown concerns: report - Yonhap News Agency
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en.yna.co.kr 2026-09-20
2026-09-18
CPO raises PCB downgrade concerns but switches stick with M8 CCL
0.92
digitimes.com 2026-09-18
2026-09-17
‘Concerned:’ Samsung, TSMC, Micron and other chipmakers face U.S. worker shortage - CNBC
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www.cnbc.com 2026-09-17
2026-09-16
Nvidia boss says AI 'doesn't need new laws' as safety concerns grow - BBC
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www.bbc.com 2026-09-16
2026-09-15
Trump says AI concerns a "hoax" in on stage call with Nvidia CEO - IT Pro
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www.itpro.com 2026-09-15
2026-09-15
Trump Calls Nvidia CEO Jensen Huang, Dismisses AI Safety Concerns as Hoax at Los Angeles Summit - NewsCord
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newscord.org 2026-09-15
2026-09-15
Trump called Nvidia's Jensen Huang live onstage to call AI safety concerns 'a hoax' - qz.com
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qz.com 2026-09-15
2026-09-15
[Morning Flash] Semiconductor sell-off and software buying accelerate; NVIDIA and Palantir face potential AI usage restrictions amid data concerns. FOMC meeting starts today; long-term interest rates briefly exceed 5% - Moomoo
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www.moomoo.com 2026-09-15
2026-09-15
Trump calls Nvidia CEO onstage to dismiss AI regulation concerns - Investing.com
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www.investing.com 2026-09-15
2026-09-15
Nvidia and other chipmakers suffer as AI warnings raise spending concerns - proactiveinvestors.com
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www.proactiveinvestors.com 2026-09-15
2026-09-15
Nvidia and other chipmakers suffer as AI warnings raise spending concerns - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-09-15