Semiconductor News & Analysis Feed
5 articles
2026-07-02
digitimes.com
2026-07-02
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
2026-06-16
www.nytimes.com
2026-06-16
The New York Times
Artificial Intelligence
Making A.I. Belong
States Investigating OpenAI
Satya Nadella Interview
Hybrid Work Force
A.I. Degrees
White House Executive Order
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It’s Not Just Nvidia. The A.I. Boom Has Ignited Asia’s Chip Companies.
They make much of the gear that goes into giant data centers. Demand
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-29
www.cnbc.com
2026-05-29
CNBC
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to draw between the dotcom surge of the late 90s and the mobile revolution of the noughties, but in terms of capital invested and lofty predictions on it causing huge societal shifts, it stands ahead of the rest.
The speed of that progress comes with big hurdles. AI builders are having to grapple with constraints
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont