Semiconductor News & Analysis Feed
313 articles
2026-07-01
www.semiconductor-today.com
2026-07-01
Semiconductor Today
In first-quarter 2026, patent activity in silicon carbide (SiC) technology remained particularly dynamic, both upstream in substrates and epitaxial wafers and downstream in power devices and modules, according to technology intelligence and IP strategy consulting company KnowMade in two new patent monitoring services dedicated to SiC technology: the SiC Substrates & Epitaxial Wafers Patent Monitor
2026-07-01
www.pcmag.com
2026-07-01
PCMag
When I started my journey into AI development, I felt like I stumbled through a secret door in the technology world. For years, the barrier to building with AI was surmountable only by well-funded enterprises with seasoned engineers, not by curious tinkerers. Now, thanks to Nvidia's Grace Blackwell GB10 “superchip,” the door is open to anyone with insatiable curiosity.
I documented my initial exc
2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
tspasemiconductor.substack.com
2026-06-30
semivision
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Who Co
2026-06-30
www.cnbc.com
2026-06-30
CNBC
Micron Technology
’s monster post-earnings rally is almost gone.
Shares of the maker of memory chips traded as low as $1,023.65 on Monday, down 18% from the 52-week high reached on Thursday. Monday’s session low is also nearly $25 below the stock’s closing level on Wednesday before Micron reported fiscal third-quarter revenues that blew past analyst expectations.
The sharp about-face has spurred
2026-06-29
www.snsinsider.com
2026-06-29
SNS Insider
The Power Module Packaging market is showing significant growth due to an increase in the usage of electric vehicles, implementation of renewable energy, AI-based data centers, and industrial electrification. Power module packaging technology plays an essential part in improving thermal management, reliability, energy density, and energy efficiency of today's power electronics systems. Adoption of
2026-06-29
eetimes.com
2026-06-29
With HotSat-2 in orbit and fresh funding, U.K. startup SatVu is demonstrating how high-resolution thermal satellite data can reveal real-world industrial activity.
2026-06-29
carnewschina.com
2026-06-29
CarNewsChina.com
EV
BYD Seal tests new driving tech to counter Nvidia dominance
3 min to read
Jun 29, 2026 3:27 AM CEST
Adrian Leung
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BYD saves 588 USD per EV utilizing third party automated software. Credit: BYD
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BYD Seal electric sedans have begun undergoi
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Applied Materials (AMAT) – Among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks
Published on June 28, 2026 at 12:10 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiter
2026-06-28
digitimes.com
2026-06-28
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor companies are currently pursuing two major approaches in response to ESG requirements: first, establishing outsourced waste treatment channels; an
2026-06-27
digitimes.com
2026-06-27
MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.
2026-06-27
digitimes.com
2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
3d illustration inflation and deflation graph by Deepadesigns via Shutterstock
AI is no longer just changing technology; it is changing the how we invest, too.
Over the past year, investors have continued to reward companies connected to artificial intelligence, especially those helping build the systems behind it. For income investors seeking AI-related growth, the question is not only which co
2026-06-27
www.msn.com
2026-06-27
MSN
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process.
“The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in j
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
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Artificial intelligence applications ©Shutterstock
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
Home
Tech
Nvidia: The Next Dividend Aristocrat?
Jun 26, 2026, 5:00 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockTXN, IBM
Steven Cress, Quant Team
SA Quant Strategist
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Summary
Following its recent 2,400% dividend payout increase, Nvidia's stock is mirroring the early lifecycles of legacy tech giants that evolved from volatile tech growth companies
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
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.investopedia.com
2026-06-25
Investopedia
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