Semiconductor News & Analysis Feed
235 articles
2026-07-09
news.google.com
2026-07-09
U.S. News - Money
2026-07-09
economy.ac
2026-07-09
economy.ac
2026-07-09
www.businesstimes.com.sg
2026-07-09
The Business Times
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
2026-07-09
digitimes.com
2026-07-09
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.
2026-07-09
digitimes.com
2026-07-09
Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.
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
www.marketwatch.com
2026-07-09
MarketWatch
2026-07-08
www.gurufocus.com
2026-07-08
GuruFocus
2026-07-08
tomshardware.com
2026-07-08
Mark Tyson
Smart pet technology firm Fi has launched the Fi Ultra Dog Tracker today, the first such device with Starlink connectivity.
2026-07-08
tomshardware.com
2026-07-08
Bruno Ferreira
Nvidia lifts the veil a little bit more on its Vera CPU and reveals a single-thread performance monster — company claims a 1.8x uplift versus x86 competition in agentic workloads and 1.5x in coding.
2026-07-08
www.theinformation.com
2026-07-08
The Information
2026-07-07
tomshardware.com
2026-07-07
Luke James
A Change.org petition urging Sony to keep making physical PlayStation games has passed 172,000 signatures.
2026-07-07
www.msn.com
2026-07-07
MSN
Good morning. Another major AI supply-chain company is launching a U.S. listing. South Korean memory-chip maker SK Hynix, a key Nvidia supplier, is expected to begin trading on the Nasdaq this Friday.
This follows Elon Musk’s SpaceX, which went public on June 12, listing on the Nasdaq Global Select Market under the ticker SPCX. The IPO is said to have raised about $86 billion, making it the large
2026-07-07
fortune.com
2026-07-07
Fortune
Good morning. Another major AI supply-chain company is launching a U.S. listing. South Korean memory-chip maker SK Hynix, a key Nvidia supplier, is expected to begin trading on the Nasdaq this Friday.
This follows Elon Musk’s SpaceX, which went public on June 12, listing on the Nasdaq Global Select Market under the ticker SPCX. The IPO is said to have raised about $86 billion, making it the large
2026-07-07
www.barrons.com
2026-07-07
Barron's
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2026-07-07
www.chartmill.com
2026-07-07
ChartMill
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Qualcomm Inc (NASDAQ:QCOM): A Textbook GARP Opportunity According to Peter Lynch
By Mill Chart – Last update: Jul 7, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(190.64 ▲ 2.18%)
Qualcomm Incorporated (NASDAQ:QCOM) is a name that might not generate the same buzz as some of the flashier tech darlings, but for investors following a disciplined long-term st
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
The battle for AI computing power is quietly extending from the lithography bays of wafer fabs to the more downstream layers of circuit boards and system interconnects. A series of recent moves by TSMC, the world's largest contract chipmaker, and its electronic design automation (EDA) ecosystem partners collectively reveal this critical pivot.
2026-07-07
digitimes.com
2026-07-07
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip