Semiconductor News & Analysis Feed
22400 articles
2026-07-07
asia.nikkei.com
2026-07-07
Nikkei Asia
South Korean chipmaker plans to build more fabs to meet rising demand on AI boom
Samsung Electronics continues to ride the AI boom to massive profit increases but concerns are increasing over a potential glut of memory chips. © Reuters
SEOUL -- Samsung Electronics' operating profit soared more than 19 times to 89.4 trillion won ($58.4 billion) in the second quarter from a year ago, the company s
2026-07-07
www.techbuzz.ai
2026-07-07
The Tech Buzz
Samsung just posted one of the most dramatic earnings reversals in tech history. The South Korean semiconductor giant's profits skyrocketed 1,800% as the AI chip boom collides with severe supply constraints, sending memory chip prices soaring. The explosive growth signals how deeply the AI infrastructure race is reshaping the global semiconductor landscape, with Nvidia, Microsoft, and Google locke
2026-07-07
siliconangle.com
2026-07-07
SiliconANGLE
SK hynix Inc., the South Korean firm that rivals Samsung Electronics Co. Ltd. and Micron Technology Inc. as one of the world’s top memory chipmakers, said today it will sell almost 17.8 million shares when it launches its U.S. initial public offering later this week.
The sale is expected to help the company raise around $28 billion in funding, based on its closing share price in Seoul earlier tod
2026-07-07
www.tradingview.com
2026-07-07
TradingView
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TradingView
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Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Less than 1 min read
000660
+5.30%
SK hynix Inc. Sponsored GDR (000660) was scheduled to debut on the Nasdaq later in the week, with reports noting strong investor demand for AI-related chip stocks ahead of the listing.
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Authorities plan
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy?
Daniel Sparks, The Motley Fool
Mon, July 6, 2026 at 5:10 PM PDT 5 min read
MU
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NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soarin
2026-07-07
www.chosun.com
2026-07-07
조선일보
By Choi Hyung-seok
Published 2026.07.07. 08:57
Updated 2026.07.08. 08:53
SK Hynix / Foreign Press
SK Hynix’s Nasdaq listing approaches on the 10th (local time), with signs of strong interest emerging locally.
According to the Financial Times (FT) on the 6th, Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, Baillie Gifford, a British long-term invest
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
semiengineering.com
2026-07-07
Anne Meixner
Optical methods need to comply with increasing warpage, finer RDL pitch, and trace size.
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
Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.
2026-07-07
eetimes.com
2026-07-07
Sally Ward-Foxton
Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-07
digitimes.com
2026-07-07
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
digitimes.com
2026-07-07
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
digitimes.com
2026-07-07
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
2026-07-07
semiengineering.com
2026-07-07
Laura Peters
Having a device that works at time zero is no longer a guarantee of reliability over it...