Semiconductor News & Analysis Feed

The 2026 Tom's Hardware Innovation Awards recognize technological advancements amid unprecedented industry turmoil. Despite AI-driven supply chain disruptions causing record-high prices and low supplies, the semiconductor and hardware sectors continue to push boundaries. Intel's Core Ultra 5 250K Pl

Supermicro has fired several employees following an independent investigation into a $2.5 billion alleged smuggling scheme involving NVIDIA hardware destined for China. Although the company and its senior executives were cleared of wrongdoing, the probe revealed policy violations among staff in sale

LG Display has unveiled a significant innovation in OLED manufacturing called FLiPP (FMM-less Innovative Pixel Patterning), which replaces traditional metal masks with photolithography. This breakthrough enhances subpixel surface area, increasing panel brightness by 1.6x and lifespan by 2.4x, while

NVIDIA is reportedly considering acquiring South Korean AI chip startup Rebellions, marking another strategic move in its expansion of artificial intelligence computing capabilities. Rebellions specializes in neural processing units for data centers, focusing on AI inference workloads, and has raise

Texas Instruments delivered exceptional Q2 2026 performance with 23% revenue growth, 53% net income increase, and 48% operating profit rise, indicating comprehensive operational recovery. The company has successfully concluded a prolonged capital expenditure cycle, with free cash flow up 56%. This s

Micron Technology has announced a $10 billion investment to establish a new research laboratory in the United States, aimed at exploring memory, computing, packaging, and semiconductor manufacturing technologies that may not reach commercialization for over a decade. The facility will bring together

In a market rattled by a surge in the 10-year U.S. Treasury yield to 4.65%, which sits at the 92.8th percentile over the past year, NVIDIA and Micron Technology’s recent earnings reports have drawn significant investor attention. While NVIDIA supplies AI accelerators and networking infrastructure, M

NVIDIA has agreed to pay $6 billion for software licensing and staff from startup Poolside, while investing $1 billion in the remaining company, which is valued at $12 billion pre-money. This deal follows a pattern previously used with Groq and Enfabrica, allowing large tech firms to acquire talent

SanDisk has launched its NAS 600 and NAS 800 series of SSDs, targeting professional and enterprise users requiring high-end storage for NAS devices. The flagship 7.68TB NAS 800 model offers an impressive 14,000 TBW endurance, enabling daily full writes for five consecutive years. Despite the ongoing

NVIDIA has denied a report claiming it plans to ship Groq-based language processing units (LPUs) to China by the end of 2026, despite earlier claims of pre-orders and product development. The company clarified that no LPU sales are currently active in China, nor is there a China-specific variant in

Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer