Semiconductor News & Analysis Feed
5980 articles
2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
digitimes.com
2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
2026-07-09
digitimes.com
2026-07-09
Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.
2026-07-09
digitimes.com
2026-07-09
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.
2026-07-09
digitimes.com
2026-07-09
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
2026-07-09
digitimes.com
2026-07-09
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.
2026-07-09
digitimes.com
2026-07-09
Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached NT$12.573 billion, down 9.23% from May but up 60.10% from a year earlier, marking its third-highest monthly result on record.
2026-07-09
digitimes.com
2026-07-09
Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.
2026-07-09
digitimes.com
2026-07-09
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten
2026-07-09
digitimes.com
2026-07-09
Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
2026-07-09
www.thelec.net
2026-07-09
thelec.net
1
Canada Set to Select Submarine Supplier as Hanwha Ocean Makes Final Push
2
LG Display Says AI-Driven Manufacturing and R&D Save More Than 200 Billion Won Annually
3
Samsung Electro-Mechanics to Invest 23 Trillion Won in Sejong and Busan Through 2040
4
Samsung SDI to Invest 25 Trillion Won in Next-Generation Battery Production in Ulsan and Cheonan
5
High-Purity CO2 Supply Tightens for Advanced Se
2026-07-09
www.techradar.com
2026-07-09
TechRadar
2026-07-09
pluang.com
2026-07-09
Pluang
Semiconductor stocks drop sharply after hitting record highs, raising valuation concerns.
After a strong run driven by artificial intelligence demand, semiconductor stocks have started to decline. The PHLX Semiconductor Index fell 4.7%, dropping below its 50-day moving average for the first time since April. The iShares Semiconductor ETF ...
Market News
Bearish
·
1 day ago
2026-07-09
uk.finance.yahoo.com
2026-07-09
Yahoo Finance UK
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-09
sg.finance.yahoo.com
2026-07-09
Yahoo Finance Singapore
2026-07-09
www.techbuzz.ai
2026-07-09
The Tech Buzz
2026-07-09
www.theregister.com
2026-07-09
The Register