semiconductor– category –

Today's semiconductor industry news shows the juxtaposition of geopolitical risks and market overheating fears against the backdrop of a strong AI market; with NVIDIA's earnings due on the 20th, Japanese stocks are positioned to be a maj...

The major themes in today's semiconductor news are memory supply risks from Samsung's labor dispute, rising memory prices driven by AI demand, and AI strategy shifts by major companies such as Nvidia and TSMC. In anticipation of the stri...

Tight memory chip supplies and advances in advanced process technology are major industry themes in today's semiconductor news as AI demand surges TSMC forecasts AI wafer demand will expand 11-fold from 2022 to 2026, and the size of the ...

Today's semiconductor news is marked by a resurgence of Samsung foundries, the risk of price increases associated with the transition to TSMC 2nm manufacturing, and Intel's strategic alliance with Apple, as rapidly growing AI demand resh...

In today's semiconductor news, structural changes in the burgeoning AI market are shaking up the industry as a whole, with NVIDIA's shift from GPU-centric to agent AI development reaffirming the importance of CPUs for a variety of device...

In today's semiconductor news, we report on the intense industry structural changes brought about by growing AI demand and geopolitical supply chain realignment. In the area of manufacturing, reports that Apple has tentatively agreed to ...

In today's semiconductor news, we report on the unprecedented infrastructure investment brought about by AI Euphoria, the frenzied demand for AI, and the supply chain and labor/management limitations that are emerging behind the scenes. ...

Today's semiconductor news is a mix of explosive AI demand, dramatic supply chain reorganization, and new alliances between companies: reports of Apple's tentative agreement with Intel to outsource semiconductor production have caused a ...

In today's semiconductor news, we report on the unprecedented rush of investment brought about by exploding demand for AI and the resulting tectonic shifts in the supply chain: as global semiconductor sales surge to record highs in the f...

In today's semiconductor news, we report on the explosive growth of the semiconductor market, driven by a surge in AI infrastructure investment, and the resulting supply chain dynamic: global semiconductor sales jumped to nearly $300 bil...