Semiconductor News & Analysis Feed
23 articles
2026-08-24
tomshardware.com
2026-08-24
Researchers at Kyoto University have developed a silicon carbide (SiC) transistor capable of operating at 600°C, using standard ion implantation techniques common in commercial chip fabrication. By employing a bottom-gate structure and double-well isolation, they significantly reduced the gap betwee
2026-08-24
news.google.com
2026-08-24
Infineon's acquisition of C2i Semiconductors represents a strategic move to strengthen its position in the power semiconductor market. C2i specializes in power semiconductor device design, particularly in automotive electronics and industrial applications, bringing valuable expertise in SiC and GaN
2026-08-24
news.google.com
2026-08-24
The semiconductor industry is experiencing a transformative phase as artificial intelligence technology rapidly advances. Recent market focus has shifted from core chip manufacturers like NVIDIA to software earnings models, marking the beginning of AI's second act. This evolution reflects the indust
2026-08-24
news.google.com
2026-08-24
Covington Investment Advisors Inc. recently increased its stake in Synopsys (SNPS) by investing $9.19 million, representing 1.2% of its portfolio. Synopsys, a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP), reported strong quarterly resul
2026-08-24
news.google.com
2026-08-24
NVIDIA continues to attract significant attention in the semiconductor sector, despite a recent 8% reduction in stake by institutional investor Woodstock Corp during Q2. While selling 43,760 shares, Woodstock retained 502,723 shares valued at approximately $100.6 million, making NVIDIA its largest h
2026-08-24
news.google.com
2026-08-24
In August 2026, Connor Clark & Lunn Investment Management Ltd. increased its stake in Synopsys, Inc., signaling continued confidence in the semiconductor design tools sector. According to SEC filings, the firm purchased 452,624 shares of Synopsys in the second quarter, valued at approximately $201.9
2026-08-24
news.google.com
2026-08-24
In August 2026, Stenger Family Office LLC increased its stake in NVIDIA, making it the company's third-largest holding. The family office raised its position by 2.1% in Q2, acquiring an additional 3,209 shares, bringing its total to 158,057 shares valued at approximately $31.6 million. While insider
2026-08-24
news.google.com
2026-08-24
Kulicke and Soffa Industries (KLIC) has appointed Raj Talluri, a seasoned semiconductor executive, as CEO, President, and Board member, signaling a strategic shift in the company's approach to advanced packaging and semiconductor tools. Talluri's extensive background at companies like Micron, Qualco
2026-08-24
news.google.com
2026-08-24
As artificial intelligence continues to advance, rising prices for NVIDIA-based AI server systems are boosting the bargaining power of memory chip suppliers, particularly Samsung Electronics and SK Hynix. Bloomberg reported that server manufacturers have informed major data center customers, includi
2026-08-24
news.google.com
2026-08-24
Michael Burry, known for his role in 'The Big Short,' expects NVIDIA's Q2 earnings to be 'lights out,' while maintaining a bearish stance on the company due to concerns over circular revenue flows. He asserts that roughly 100% of chipmakers' announced revenue is circular, citing data from the Bank f
2026-08-24
news.google.com
2026-08-24
Generali Investments CEE investicni spolecnost a.s., a Czech institutional investor, increased its NVIDIA stake by 9.7% in Q2, acquiring 11,874 additional shares to hold 134,776 shares, representing 1.3% of its portfolio. This move reflects confidence in NVIDIA's long-term growth potential, despite
2026-08-24
news.google.com
2026-08-24
The DAX is expected to open weaker as investors weigh geopolitical developments, US tariffs, and profit-taking in the AI sector. While global risk appetite and strong semiconductor and AI stocks continue to support European equities, repeated record highs are triggering profit-taking. NVIDIA’s quart
2026-08-24
news.google.com
2026-08-24
NVIDIA, as the largest company by market cap, draws intense investor attention with each quarterly earnings report. The upcoming Q2 2027 earnings on August 26 are expected to show revenue of $92.07 billion and EPS of $2.09, reflecting strong growth from its data center business driven by AI demand.
2026-08-24
eetimes.com
2026-08-24
NVIDIA is accelerating its pivot into the AI inference chip space, with South Korean startup Rebellions emerging as a potential partner or acquisition target. Rebellions specializes in memory-intensive inference chips, leveraging custom HBM co-design relationships with Samsung and SK Hynix to gain s
2026-08-23
tomshardware.com
2026-08-23
NVIDIA has reportedly informed its largest customers that prices for AI servers containing its chips will rise by more than 15%, according to Bloomberg. The increases will apply to systems such as Grace Blackwell and Vera Rubin set to ship early next year, with the exact rise depending on chip gener
2026-08-23
news.google.com
2026-08-23
A US startup backed by NVIDIA plans to build data centers in space, providing 20GW of computing capacity. This innovation marks a significant expansion of the semiconductor industry into space computing, heralding fundamental changes in data center architecture. As AI and big data processing demands
2026-08-23
news.google.com
2026-08-23
NVIDIA's stock has been relatively flat ahead of its upcoming earnings report, reflecting cautious market sentiment. Although the stock has recently declined slightly, it remains at a high level. Analysts suggest that investors may consider shorting cash-secured puts as a strategy to generate income
2026-08-23
news.google.com
2026-08-23
LilyGo has launched a complete kit version of its K230 development system, combining the board with a custom enclosure and an optional keyboard. Priced around $150, the device resembles a smartphone but functions primarily as an expanded development platform rather than a daily mobile phone. It uses
2026-08-23
news.google.com
2026-08-23
The AI boom is creating an unexpected side effect: the machines powering artificial intelligence are driving up costs across other technologies. Memory prices have surged, with server DRAM nearly doubling in Q1 2026. Counterpoint Research reported an 80% to 90% quarter-over-quarter increase in DRAM,
2026-08-23
tomshardware.com
2026-08-23
Recent incidents across the U.S. have highlighted the severe security risks faced by local officials supporting AI data center projects, including death threats and even gunfire. In Marshall, Michigan, city council members received credible death threats after passing a one-year moratorium on new da