Semiconductor News & Analysis Feed
20972 articles
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-09
www.investing.com
2026-07-09
Investing.com
2026-07-09
v.daum.net
2026-07-09
v.daum.net
2026-07-09
simplywall.st
2026-07-09
simplywall.st
2026-07-09
drrobertcastellano.substack.com
2026-07-09
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-09
www.nippon.com
2026-07-09
nippon.com
2026-07-09
www.nippon.com
2026-07-09
nippon.com
2026-07-09
www.indexbox.io
2026-07-09
IndexBox
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.
2026-07-09
digitimes.com
2026-07-09
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it plans to invest up to $3 billion to strengthen the US semiconductor supply chain, with the bulk of the announcement centered on a new financing and supply arrangement with Taiwan's GlobalWafers.
2026-07-09
digitimes.com
2026-07-09
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
2026-07-09
digitimes.com
2026-07-09
Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.
2026-07-09
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
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
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
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.