Semiconductor News & Analysis Feed
59 articles
2026-07-08
tomshardware.com
2026-07-08
Bruno Ferreira
Nvidia lifts the veil a little bit more on its Vera CPU and reveals a single-thread performance monster — company claims a 1.8x uplift versus x86 competition in agentic workloads and 1.5x in coding.
2026-07-07
www.barrons.com
2026-07-07
Barron's
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
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
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
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-06
news.google.com
2026-07-06
Communications Today
2026-07-06
digitimes.com
2026-07-06
India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts to strengthen resilient supply chains and expand domestic electronics production despite infrastructure challenges and rising component costs amid intensifying global competition.
2026-07-05
news.google.com
2026-07-05
富途牛牛
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
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2026-06-24
project-disco.org
2026-06-24
Disruptive Competition Project
Enabling Semiconductor Manufacturing in Space
YASWANT DEVARAKONDA · JUNE 23, 2026
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Congress recently introduced the Semiconductor Superiority Act, which would expand the CHIPS and Science Act tax credits to include semiconductor manufacturing in space. Through the Act, Congress is positioning the U.S. to lead a technological shift that will
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
Signals supply to multiple customers beyond NVIDIA Competition with Samsung over HBM4E supply heats up
사진 확대
SK hynix HBM4E 12-high new product
SK hynix said on the 18th that it had supplied samples of its 12-high HBM4E, a new ultra-high-performance DRAM product for next-generation AI, to major customers.
SK hynix said, "Based on the advanced HBM development capabilities and production know-how