Semiconductor News & Analysis Feed

1682 articles
2026-07-10
www.tikr.com 2026-07-10 TIKR.com
2026-07-10
qz.com 2026-07-10 qz.com
2026-07-10
finance.yahoo.com 2026-07-10 Yahoo Finance
2026-07-10
www.trefis.com 2026-07-10 Trefis
2026-07-10
www.trefis.com 2026-07-10 Trefis
2026-07-10
www.ad-hoc-news.de 2026-07-10 AD HOC NEWS
2026-07-10
www.marketbeat.com 2026-07-10 MarketBeat
2026-07-10
tomshardware.com 2026-07-10 Anton Shilov
Samsung reportedly preps Gaia AI accelerator for client devices that is already being tested by HP and Lenovo.
2026-07-10
www.thelec.net 2026-07-10 thelec.net
2026-07-10
www.digitimes.com 2026-07-10 digitimes
2026-07-10
www.digitimes.com 2026-07-10 digitimes
2026-07-10
www.fool.com 2026-07-10 The Motley Fool
2026-07-10
memeburn.com 2026-07-10 Memeburn
2026-07-10
finance.yahoo.com 2026-07-10 Yahoo Finance
2026-07-10
digitimes.com 2026-07-10
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.
2026-07-10
digitimes.com 2026-07-10
GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from a year earlier, after tight memory chip supply lifted both shipment volumes and prices.
2026-07-10
digitimes.com 2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
2026-07-10
digitimes.com 2026-07-10
ASE Holdings posted record second-quarter and first-half 2026 revenue, driven by strong demand for advanced semiconductor packaging and testing, conventional backend services and AI-related applications. June revenue reached its second-highest monthly level on record, while quarterly growth exceeded the company's previous guidance.
2026-07-10
digitimes.com 2026-07-10
New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.
2026-07-10
digitimes.com 2026-07-10
LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.