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Samsung Electronics second-quarter operating profit surges on AI memory boom

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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.

Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

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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

Analog IC supply squeeze intensifies, ADI extends lead times

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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.

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

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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

Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy? - The Motley Fool

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www.fool.com 2026-07-07 The Motley Fool

Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims - Yahoo Finance

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finance.yahoo.com 2026-07-07 Yahoo Finance

Global memory chip shortage fuels race between Korea, the United States and China - Korea JoongAng Daily

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www.koreajoongangdaily.com 2026-07-07 Korea JoongAng Daily

Why this AI chip startup could rival Nvidia - Yahoo Finance

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finance.yahoo.com 2026-07-07 Yahoo Finance