Semiconductor News & Analysis Feed
852 articles
2026-07-08
www.zacks.com
2026-07-08
Zacks Investment Research
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.
2026-07-07
www.scmp.com
2026-07-07
South China Morning Post
2026-07-07
www.scmp.com
2026-07-07
South China Morning Post
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
2026-07-07
www.zacks.com
2026-07-07
Zacks Investment Research
2026-07-07
www.cnbc.com
2026-07-07
CNBC
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
2026-07-07
www.bloomberg.com
2026-07-07
Bloomberg.com
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
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
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
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
en.wowtale.net
2026-07-07
Wowtale
2026-07-07
www.ft.com
2026-07-07
Financial Times
2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
Chinese RAM proves itself once again.
2026-07-07
news.google.com
2026-07-07
NVIDIA Blog