Semiconductor News & Analysis Feed
233 articles
2026-07-09
simplywall.st
2026-07-09
simplywall.st
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.businessinsider.com
2026-07-08
Business Insider
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-07
www.tradingview.com
2026-07-07
TradingView
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-06
finance.yahoo.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
MarketBeat
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.
2026-07-06
digitimes.com
2026-07-06
Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.
2026-07-06
digitimes.com
2026-07-06
China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing architecture, high-end talent, and ecosystem control.
2026-07-06
digitimes.com
2026-07-06
As physical AI and robotics spread globally, NXP CEO Rafael Sotomayor said robots will only reach commercial scale if they can think and act independently. For international industries, that shift could determine whether factory automation, humanoids, and smart machines become practical tools or remain costly demonstrations.
2026-07-06
news.google.com
2026-07-06
thestreet.com
2026-07-05
tomshardware.com
2026-07-05
Etiido Uko
Alibaba banned Claude Code after an alleged hidden China-detection code was found, prompting staff to switch to Qoder as its feud with Anthropic deepens.