Semiconductor News & Analysis Feed
282 articles
2026-07-13
digitimes.com
2026-07-13
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div
2026-07-12
tomshardware.com
2026-07-12
Hassam Nasir
RTX 5070 mobile GPUs have previously been constrained by 8GB of VRAM.
2026-07-12
digitimes.com
2026-07-12
Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates. Since 2025, several board makers and upstream material suppliers have launched large-scale fundraising plans at home and overseas, including three bellwethers: Zhen Ding Tech, Unimicron, and Compeq.
2026-07-12
www.tomshardware.com
2026-07-12
Tom's Hardware
2026-07-12
tomshardware.com
2026-07-12
Hassam Nasir
Changing the application dropped the temperature to 100 degrees Celsius.
2026-07-11
www.aol.com
2026-07-11
AOL.com
2026-07-11
www.fool.com
2026-07-11
The Motley Fool
Ten years ago,
Nvidia
(
NVDA
+3.90%
)
was known mostly for making graphics cards that gamers cared about. Adjusted for its later stock splits, the shares traded for about $1.28 in the summer of 2016.
Today they change hands near $204. A $10,000 investment back then would have bought roughly 7,800 shares -- worth about $1.6 million now. That is a gain of nearly 160-fold, from a single, unglamorous
2026-07-10
247wallst.com
2026-07-10
24/7 Wall St.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
digitimes.com
2026-07-10
Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing Broadcom's position as a critical Apple chip supplier.
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
digitimes.com
2026-07-10
Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company back toward the top of the NAND industry.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
2026-07-10
videocardz.com
2026-07-10
VideoCardz.com
2026-07-09
tomshardware.com
2026-07-09
Mark Tyson
Nvidia and Sega have scheduled an event next week to celebrate their history and longstanding friendship.
2026-07-09
www.businessinsider.com
2026-07-09
Business Insider
2026-07-09
news.google.com
2026-07-09
9to5Google
2026-07-08
tomshardware.com
2026-07-08
Brandon Hill
Global consumer Wi-Fi router shipments have declined 34 percent from their peak in 2021
2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Residents no longer have to shoulder the costs of developing the grid to accommodate these large power users.
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.