Semiconductor News & Analysis Feed
856 articles
2026-07-03
michaelparekh.substack.com
2026-07-03
AI: Reset to Zero
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
2026-07-03
digitimes.com
2026-07-03
Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
2026-07-03
digitimes.com
2026-07-03
Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
www.tradingview.com
2026-07-03
TradingView
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
Sony is shutting down PSN for PS3 consoles next year, so preservationists are being asked to wake up from their slumber to archive everything before it's too late.
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
2026-07-02
news.google.com
2026-07-02
Investor's Business Daily
2026-07-02
www.thelec.net
2026-07-02
thelec.net
2026-07-02
www.openpr.com
2026-07-02
openPR.com
2026-07-02
www.deseret.com
2026-07-02
Deseret News
SCIENCE
UTAH
New partnership touts nuclear-powered AI with minimal water use
Valar Atomics and Nvidia made an announcement in Orangeville, Utah, on Wednesday
Published: July 1, 2026, 7:00 p.m. MDT
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Valar Atomics and Nvidia celebrate a milestone in atomic energy and artificial intelligence at a large party gathering at the Orangeville si
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S