Semiconductor News & Analysis Feed
218 articles
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-29
digitimes.com
2026-06-29
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
2026-06-29
digitimes.com
2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines
2026-06-28
www.indexbox.io
2026-06-28
IndexBox
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion Market
James Brumley, The Motley Fool
Sat, June 27, 2026 at 4:43 AM PDT 5 min read
NVDA
-1.39%
Trade NVIDIA on Coinbase
Trading disclosure
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, th
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be "smart" for any number of reasons, including its sheer expertise on a particular topic or industry.
Enter Nvidia (
NVDA
1.39%
). It's clearly a leading expert on artifi
2026-06-27
developer.nvidia.com
2026-06-27
NVIDIA Developer
As context windows grow longer, moving large model weights efficiently becomes critical to performance. A common way to address this is quantization, an optimization technique that compresses model weights into a smaller data format. One quantization format is NVFP4, an innovative 4-bit floating point introduced with NVIDIA Blackwell architecture.
That’s the approach behind our new Nemotron 3 Ult
2026-06-26
www.nytimes.com
2026-06-26
The New York Times
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2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course.
Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell.
But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
semiengineering.com
2026-06-25
Liz Allan
Physical I/Os can be a chokepoint for high-performance chips and high-speed interconnec...
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Incorporated (NASDAQ: QCOM), a connected computing leader at the center of the AI era, today outlined the acceleration of its diversification strategy and unveiled its comprehensive strategy for the data center, marking its next phase of growth across every tier of the compute continuum, at its 2026 Investor Day.
“We are defining Qualcomm’s next chapter as we accelerate our edge diversi
2026-06-25
investor.qualcomm.com
2026-06-25
Qualcomm
Bring your ideas to life by saving your favorite products, comparing specifications and sharing with your team to work collaboratively.
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– Establishes Strong Foundation for Long-Term Growth in the Agentic Era –
– Expands Beyond Silicon to Deliver a Range of Full-Stack AI Platforms, from Edge to Cloud –
NEW YORK--(BUSINESS WIRE)--
2026-06-25
kalkinemedia.com
2026-06-25
Kalkine Media
Why Micron (NASDAQ:MU) Became The Chip Market’s Flashpoint?
NASDAQ COMPOSITE
MRVL
SNDK
MU
NVDA
6 min read | June 24, 2026 10:06 AM PDT | By Anmol Khazanchi
Google News:
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2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
Semiconductors
TechTech War
ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches
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Howard Liuin Beijing
Published: 11:00am, 24 Jun 2026
For anyone closely watching the semicon
2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
Semiconductors
TechTech War
ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches
6-MIN READ
9
Listen
Make SCMP preferred on Google
Howard Liuin Beijing
Published: 11:00am, 24 Jun 2026
For anyone closely watching the semicon