Semiconductor News & Analysis Feed
27 articles
2026-08-25
eetimes.com
2026-08-25
At its Technology Days event in Santa Clara, California, NXP Semiconductors unveiled a new family of MCUs, the MCX A5, designed to transform previously invisible endpoints in industrial automation and edge IoT environments into IP-based nodes that can contribute useful data to operational intelligen
2026-08-25
eetimes.com
2026-08-25
This article focuses on the radiation tolerance of tantalum polymer capacitors, a critical aspect for electronic components operating in high-radiation environments such as spacecraft, nuclear reactors, particle accelerators, and hardened military systems. Ionizing radiation poses dual threats to el
2026-08-24
tomshardware.com
2026-08-24
Intel's two processors have broken into Amazon's top 10 CPU rankings for the first time in months, challenging AMD's long-standing dominance in the DIY PC market. While AMD continues to lead with its Zen 3 architecture and products like the Ryzen 7 5800X3D, Intel's Core Ultra 7 270K Plus and Core i7
2026-08-24
news.google.com
2026-08-24
Micron Technology's stock dropped 5.5% in early Monday trading after news site WCCTech reported that the Trump administration has approved Apple to source memory chips from Chinese suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC). While these chips are only i
2026-08-24
news.google.com
2026-08-24
The collaboration between SpaceX and NVIDIA represents a significant advancement in AI computing infrastructure, with NVIDIA's Vera CPU technology being deployed to accelerate agentic AI at massive scale. This development underscores the growing demand for high-performance computing platforms as AI
2026-08-24
news.google.com
2026-08-24
NVIDIA's Groq 3 LPX processor has entered full production, delivering world-class computing speed for agentic AI applications. This represents a significant breakthrough in AI computing, particularly for complex agent-based AI tasks. The product's advanced chip architecture significantly enhances AI
2026-08-24
tomshardware.com
2026-08-24
Taiwanese prosecutors have indicted nine individuals for allegedly smuggling NVIDIA B300 GPUs to China, revealing a complex five-step scheme designed to circumvent export controls. The investigation uncovered how a Taiwanese server trading firm, Flying Tiger Tech, obtained whitelist status and place
2026-08-24
tomshardware.com
2026-08-24
The price of 32GB DDR5 6000MHz RAM has surged to $400, marking a more than 400% increase from historical lows. This sharp rise reflects broader challenges in the semiconductor industry, including AI-driven demand for NAND and flash memory, which is diverting production capacity from consumer electro
2026-08-24
tomshardware.com
2026-08-24
Researchers at Kyoto University have developed a silicon carbide (SiC) transistor capable of operating at 600°C, using standard ion implantation techniques common in commercial chip fabrication. By employing a bottom-gate structure and double-well isolation, they significantly reduced the gap betwee
2026-08-24
news.google.com
2026-08-24
Infineon's acquisition of C2i Semiconductors represents a strategic move to strengthen its position in the power semiconductor market. C2i specializes in power semiconductor device design, particularly in automotive electronics and industrial applications, bringing valuable expertise in SiC and GaN
2026-08-24
news.google.com
2026-08-24
Covington Investment Advisors Inc. recently increased its stake in Synopsys (SNPS) by investing $9.19 million, representing 1.2% of its portfolio. Synopsys, a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP), reported strong quarterly resul
2026-08-24
news.google.com
2026-08-24
NVIDIA continues to attract significant attention in the semiconductor sector, despite a recent 8% reduction in stake by institutional investor Woodstock Corp during Q2. While selling 43,760 shares, Woodstock retained 502,723 shares valued at approximately $100.6 million, making NVIDIA its largest h
2026-08-24
news.google.com
2026-08-24
In August 2026, Connor Clark & Lunn Investment Management Ltd. increased its stake in Synopsys, Inc., signaling continued confidence in the semiconductor design tools sector. According to SEC filings, the firm purchased 452,624 shares of Synopsys in the second quarter, valued at approximately $201.9
2026-08-24
news.google.com
2026-08-24
In August 2026, Stenger Family Office LLC increased its stake in NVIDIA, making it the company's third-largest holding. The family office raised its position by 2.1% in Q2, acquiring an additional 3,209 shares, bringing its total to 158,057 shares valued at approximately $31.6 million. While insider
2026-08-24
news.google.com
2026-08-24
Kulicke and Soffa Industries (KLIC) has appointed Raj Talluri, a seasoned semiconductor executive, as CEO, President, and Board member, signaling a strategic shift in the company's approach to advanced packaging and semiconductor tools. Talluri's extensive background at companies like Micron, Qualco
2026-08-24
news.google.com
2026-08-24
As artificial intelligence continues to advance, rising prices for NVIDIA-based AI server systems are boosting the bargaining power of memory chip suppliers, particularly Samsung Electronics and SK Hynix. Bloomberg reported that server manufacturers have informed major data center customers, includi
2026-08-24
news.google.com
2026-08-24
Michael Burry, known for his role in 'The Big Short,' expects NVIDIA's Q2 earnings to be 'lights out,' while maintaining a bearish stance on the company due to concerns over circular revenue flows. He asserts that roughly 100% of chipmakers' announced revenue is circular, citing data from the Bank f
2026-08-24
news.google.com
2026-08-24
Generali Investments CEE investicni spolecnost a.s., a Czech institutional investor, increased its NVIDIA stake by 9.7% in Q2, acquiring 11,874 additional shares to hold 134,776 shares, representing 1.3% of its portfolio. This move reflects confidence in NVIDIA's long-term growth potential, despite
2026-08-24
news.google.com
2026-08-24
The DAX is expected to open weaker as investors weigh geopolitical developments, US tariffs, and profit-taking in the AI sector. While global risk appetite and strong semiconductor and AI stocks continue to support European equities, repeated record highs are triggering profit-taking. NVIDIA’s quart
2026-08-24
news.google.com
2026-08-24
NVIDIA, as the largest company by market cap, draws intense investor attention with each quarterly earnings report. The upcoming Q2 2027 earnings on August 26 are expected to show revenue of $92.07 billion and EPS of $2.09, reflecting strong growth from its data center business driven by AI demand.