Semiconductor News & Analysis Feed
857 articles
2026-06-30
www.zacks.com
2026-06-30
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
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2026-06-30
digitimes.com
2026-06-30
Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries and 299 cities. The number of companies is up 5.3% from the prior year, while total global unicorn value has surged 43% year on year to US$8 trillion, far outpacing growth in the number of companies.
2026-06-30
digitimes.com
2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.
2026-06-30
digitimes.com
2026-06-30
Japan's world-renowned Riken institute announced in late March 2026 that its homegrown superconducting quantum computer, "Ei-II," jointly developed with the University of Osaka, had officially gone online with 144 qubits and 99.9% fidelity. Taiwan's National Science and Technology Council (NSTC) said Riken will next work with Taiwan's academic community on research, including next-generation compo
2026-06-30
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2026-06-30
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2026-06-30
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
Trefis Team
June 29, 2026 5 min read
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Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.
The AI infrastru
2026-06-29
www.trefis.com
2026-06-29
Trefis
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
June 29th, 2026 · by Trefis Team
NVDAYTD+5.0%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze NVDA →
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn’t.
The AI infrastructure buildout has been one of the most aggressive capital deployment cycles in tech histo
2026-06-29
www.huaweicentral.com
2026-06-29
Huawei Central
SEMICONDUCTOR
Nvidia sales slip in Chinese AI chip market as Huawei gains lead
Published
1 week ago
on
June 29, 2026
By
Emiko Matsui
Discover more
Communications Equipment
Device Drivers
Mobile & Wireless
US-China tech tensions are really affecting Nvidia more than Huawei and the former has lost in the Chinese AI chip sales market this time, as the Ascend chipset maker gained ground.
2026-06-29
timesofindia.indiatimes.com
2026-06-29
The Times of India
The TOI Tech Desk is a dedicated team of journalists committed to delivering the latest and most relevant news from the world of technology to readers of The Times of India. TOI Tech Desk’s news coverage spans a wide spectrum across gadget launches, gadget reviews, trends, in-depth analysis, exclusive reports and breaking stories that impact technology and the digital universe. Be it how-tos or th
2026-06-29
stockinvest.us
2026-06-29
StockInvest.us
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2026-06-29
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2026-06-29
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2026-06-29
michaelparekh.substack.com
2026-06-29
AI: Reset to Zero
AI: Yet another AI Chip Bottleneck in Asia. AI-RTZ #1132
...Chips on Wafer on Substrate (CoWoS) packaging tech as critical as AI GPUs & memory.
MICHAEL PAREKH
JUN 29, 2026
5
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If it was just like packaging Lay’s potato chips.
Regulars here at AI-RTZ and ARD podcast know of the long litany of AI bottlenecks this AI Tech Wave through the end of this decade at least. To the AI GPUs, AI memory,
2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo