Semiconductor News & Analysis Feed
200 articles
2026-07-11
tomshardware.com
2026-07-11
Anton Shilov
Can their approach deliver solid performance?
2026-07-11
wccftech.com
2026-07-11
Wccftech
2026-07-10
developer.nvidia.com
2026-07-10
NVIDIA Developer
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.
2026-07-09
tomshardware.com
2026-07-09
Jake Roach
The first independent benchmarks for AMD's EXPO ULL memory are available, showing just up to a 4% improvement despite an increase in price.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
2026-07-09
digitimes.com
2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
digitimes.com
2026-07-09
Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.
2026-07-08
blogs.nvidia.com
2026-07-08
NVIDIA Blog
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
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
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
tomshardware.com
2026-07-08
Jeffrey Kampman
More memory, more performance, more power. Maybe.
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
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
2026-07-06
tomshardware.com
2026-07-06
Etiido Uko
The company claims its Ascend 950PR delivers approximately 2.87 times the inference performance of Nvidia's H20
2026-07-06
news.google.com
2026-07-06
Tom's Hardware
2026-07-06
news.google.com
2026-07-06
Nature