Semiconductor News & Analysis Feed
20 articles
2026-08-25
www.storagereview.com
2026-08-25
2026-08-25
news.google.com
2026-08-25
2026-08-25
news.google.com
2026-08-25
2026-08-17
www.infrastructureinvestor.com
2026-08-17
2026-08-16
www.ad-hoc-news.de
2026-08-16
ASML's 2026 low-NA EUV shipment targets imply over 45% revenue growth, drawing strong analyst attention and stock appreciation. The company's capacity expansion and Intel Foundry's adoption of high-NA EUV technology underscore sustained demand for advanced chipmaking equipment. Despite some concerns
2026-08-16
news.google.com
2026-08-16
2026-08-12
2026-08-12
finance.biggo.com
2026-08-12
QumulusAI's partnership with diversified trading firm DRW marks another significant step in NVIDIA's Blackwell B300 expansion, with the deal potentially exceeding $246 million. This GPU-as-a-Service agreement demonstrates the growing demand for high-performance computing resources in AI-driven appli
2026-08-06
news.google.com
2026-08-06
2026-08-04
www.marktechpost.com
2026-08-04
2026-08-04
www.ad-hoc-news.de
2026-08-04
Micron Technology's stock presents a paradox: while its high-bandwidth memory (HBM) pipeline is fully booked through 2026 and it holds $100 billion in long-term supply contracts, market sentiment remains clouded by concerns over China's expanding DRAM capacity, particularly following reports that Ch
2026-08-03
2026-07-31
www.cxodigitalpulse.com
2026-07-31
India's government has launched the 'Semicon 2.0' initiative as an upgraded version of the 'Semicon India' program, aiming to build a robust semiconductor talent pipeline spanning chip design, manufacturing, and advanced packaging. The plan integrates curriculum development in engineering institutio
2026-07-20
2026-07-19
www.ad-hoc-news.de
2026-07-19
2026-07-10
www.ad-hoc-news.de
2026-07-10
Micron Technology has announced a $3 billion investment in its domestic supply chain, including a $500 million contribution to GlobalWafers’ new 300mm wafer fab in Texas. This strategic move aims to secure supply for its high-bandwidth memory (HBM) pipeline, which is currently sold out through 2026
2026-07-08
www.axios.com
2026-07-08
The rapid advancement of artificial intelligence technology has created unprecedented capacity pressure in the semiconductor industry, as demand for AI chips surges. Major chip manufacturers like TSMC and NVIDIA are intensifying their AI chip R&D investments, but are constrained by the scarcity of a
2026-07-02
www.tradingview.com
2026-07-02
Amkor Technology (AMKR) is expanding its 2.5D packaging pipeline, positioning it as a key growth lever amid the industry shift toward chiplet-based architectures driven by AI and high-performance computing. As semiconductor performance increasingly relies on package-level integration rather than tra
2026-07-02
www.thelec.net
2026-07-02
At the SAFE Forum 2026 held on July 1 at Samsung Electronics' Seocho campus in Seoul, the company's foundry division unveiled its future production roadmap and progress on several customer projects. Samsung revealed that it is collaborating with well-known clients on its 2nm process technology, with
2026-07-01
developer.nvidia.com
2026-07-01
NVIDIA recently published a technical blog detailing how it optimized its neural reconstruction pipeline, NuRec, using NVIDIA Nsight developer tools. NuRec is designed to generate high-fidelity 3D representations from multisensor data such as cameras and LiDAR, and is widely used in autonomous drivi