Semiconductor News & Analysis Feed
626 articles
2026-07-02
semiengineering.com
2026-07-02
Liz Allan
The EV revolution relies on battery innovation, while AI data centers need a range of n...
2026-07-02
digitimes.com
2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
www.tipranks.com
2026-07-02
TipRanks
www.tipranks.com
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2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
eetimes.com
2026-07-01
Single Pair Ethernet is becoming increasingly popular in industrial networking due to the simplified cabling with just one twisted pair of wires. If power is also supplied via this, the SPE transmission standard with Power over Data Lines is unbeatable simple, but the implementation not trivial. The reference design for Single Pair Ethernet (SPE) with […]
2026-07-01
www.etnownews.com
2026-07-01
ET Now
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
news.google.com
2026-07-01
NVIDIA
2026-06-30
digitimes.com
2026-06-30
Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries and 299 cities. The number of companies is up 5.3% from the prior year, while total global unicorn value has surged 43% year on year to US$8 trillion, far outpacing growth in the number of companies.
2026-06-30
digitimes.com
2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged optics (CPO) are likely to become its second-largest product line after notebook camera modules, as the company pushes to expand into new growth drivers. Chairman Weiya Gao said the expected 10% to 20% cut in 2026 shipments by notebook brands would have a re
2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-29
www.tipranks.com
2026-06-29
TipRanks
www.tipranks.com
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2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
YOFC, China Telecom, and Dekoli claim a 51.3 Tb/s hollow-core fiber field-trial record over 206.5 km, using 1.2 Tb/s-per-wavelength WDM transmission without repeaters or remote-pumped amplifiers.
2026-06-29
www.france24.com
2026-06-29
France 24
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2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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