Semiconductor News & Analysis Feed
311 articles
2026-07-11
www.cnbc.com
2026-07-11
CNBC
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
2026-07-10
digitimes.com
2026-07-10
Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting prices and margins to improve further in the second half.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
2026-07-09
digitimes.com
2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg.com
2026-07-08
tomshardware.com
2026-07-08
Etiido Uko
Firmware vulnerability affects several router models
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
www.kedglobal.com
2026-07-08
The Korea Economic Daily Global Edition
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
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
www.bloomberg.com
2026-07-08
Bloomberg.com