Semiconductor News & Analysis Feed
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2026-06-30
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2026-06-30
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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
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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
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
2026-06-29
eetimes.com
2026-06-29
Pablo Valerio
As U.S. regulators focus on supply chain transparency, China's expanding presence in Latin America has emerged as a major strategic challenge.
2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
digitimes.com
2026-06-29
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-29
www.pcmag.com
2026-06-29
PCMag
Following a big price hike earlier this week, Apple is reportedly lobbying the Trump administration for approval to buy memory chips from Chinese semiconductor firm CXMT.
Apple chalked up the price increases, which hit iPads and MacBooks, to the ongoing memory chip shortage, which is threatening to push up prices for many types of consumer electronics.
CXMT is listed on the government's 1260H li
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
A Japanese capsule toy maker has announced an official collaboration with ASRock, Gigabyte, MSI, and Intel to make tiny PC components that buyers 'can assemble and play with.'
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines