Semiconductor News & Analysis Feed
15 articles
2026-08-28
tomshardware.com
2026-08-28
Recent developments have confirmed that NVIDIA's DLSS 5 technology has been successfully ported to RTX 4000 series graphics cards. Initially appearing in games like *Control* through leaked files such as nvngx_dlssnr.dll, DLSS 5 has now been adapted for other titles, including *NBA 2K27*. Although o
2026-08-28
tomshardware.com
2026-08-28
The U.S. government is reportedly considering new AI export controls aimed at closing loopholes in current trade policies that allow China to access advanced AI computing via remote servers in neighboring countries like Thailand and Singapore. These proposed measures would target such remote access,
2026-08-28
news.google.com
2026-08-28
NVIDIA's recent earnings report and massive future spending commitments have drawn significant attention from markets and analysts. According to Charu Chanana, chief investment strategist at Saxo Bank, while NVIDIA's Q2 performance boosted the overall market, its future commitments totaling $366 bil
2026-08-28
news.google.com
2026-08-28
Qualcomm (QCOM) is regaining market attention due to its strategic diversification beyond smartphones, particularly in AI edge computing and data center growth. Despite a sharp short-term price decline, the company's long-term performance remains solid. The article highlights Qualcomm's expansion in
2026-08-28
news.google.com
2026-08-28
SK Hynix (NasdaqGS:SKHY) has drawn renewed valuation attention, with its stock price rising 24.15% over the past month but down 3.81% year-to-date, indicating mixed long-term sentiment. The company trades at a P/E of 7.8x, significantly below the US semiconductor industry average of 47.4x and peer a
2026-08-28
tomshardware.com
2026-08-28
Intel has made notable progress in its 14A (1.4nm-class) fabrication process, with defect density declining faster than expected. At Deutsche Bank's 2026 Technology Conference, CFO David Zinsner stated that 14A's defect reduction is outperforming its original targets and even surpassing the performa
2026-08-28
tomshardware.com
2026-08-28
SK Hynix has initiated construction of its first High Bandwidth Memory (HBM) production facility in the United States, marking a significant step toward domestic AI component manufacturing. The plant in West Lafayette, Indiana, is set to begin volume production of next-generation HBM modules by mid-
2026-08-28
news.google.com
2026-08-28
SK Hynix has broken ground on a $4 billion advanced memory-packaging facility in Indiana, marking a significant step in its U.S. market expansion. The 133.5-acre plant in West Lafayette is set to begin mass production of next-generation high-bandwidth memory (HBM) in the second half of 2029, support
2026-08-28
news.google.com
2026-08-28
SK Hynix held a groundbreaking ceremony for its High Bandwidth Memory (HBM) production facility in West Lafayette, Indiana, on August 27, 2026. The $4 billion investment marks SK Hynix's first next-generation HBM production hub in the U.S., with plans to begin mass production of HBM4E chips in the s
2026-08-28
news.google.com
2026-08-28
In a Fox Business interview, reporter Charles Payne explores what sets NVIDIA apart this time, focusing on the company's continued dominance in AI and high-performance computing. Payne highlights NVIDIA's innovation leadership in AI chips, its strong market position across data centers, gaming, and
2026-08-28
tomshardware.com
2026-08-28
The Trump administration is reportedly considering expanding semiconductor tariffs to include end-user products such as laptops, gaming consoles, and data center servers, beyond chips themselves. This move could significantly impact global semiconductor supply chains. While the U.S. has already impo
2026-08-27
news.google.com
2026-08-27
SK Hynix held a groundbreaking ceremony for a $4 billion AI chip packaging facility in West Lafayette, Indiana, marking a major expansion of its U.S. operations amid surging demand for high-bandwidth memory (HBM) driven by artificial intelligence. The facility, expected to begin cleanroom operations
2026-08-27
news.google.com
2026-08-27
SK Hynix's establishment of a chip packaging facility in Indiana represents a significant milestone in US semiconductor supply chain development. The facility will produce high-bandwidth memory (HBM), a critical component for high-performance computing and AI applications. This investment aligns wit
2026-08-27
tomshardware.com
2026-08-27
Nvidia expects its Vera Rubin platform to contribute around 20% of its data center revenue in the third quarter of fiscal year 2027, amounting to approximately $20 billion—marking the fastest product ramp in the company's history. While the actual shipment volumes are not exceptionally high, with es
2026-08-27
tomshardware.com
2026-08-27
NVIDIA relaunched the RTX 3060 12GB in late June to address ongoing component shortages, but the card's price has surged nearly 45% in two months, reaching almost $500. Despite its 12GB VRAM, the GPU lags behind the newer RTX 5060 in performance and features, making it less attractive to consumers.