Morning Overview on MSN

Apple and chip gear stocks rocked by 'crisis' in surging memory prices

Surging prices for memory chips have flipped the script on the semiconductor trade, rewarding pure-play storage makers while ...
War on the Rocks

Can Lutnick’s Chip-for-Chip Idea Work?

The Commerce Department’s imminent Section 232 investigation — launched in April and expected to conclude soon — may fundamentally shift how the United States acquires semiconductors. The chips ...

From Units To Value: How The New Semiconductor Playbook Is Reshaping Growth

When classic 2D scaling dominated, the industry’s center of gravity was disinflationary: Chip average selling prices (ASPs) trended lower, and wafer fab equipment (WFE) growth was intermittent. In ...
Electronics360

CES 2026: Nordic Semiconductor simplifies edge AI for billions of IoT devices

The nRF54LM20B SoC pairs the Axon NPU with 2 MB NVM, 512 KB RAM, a 128 MHz Arm Cortex-M33 plus RISC-V coprocessor, high-speed ...
Benzinga.com

Taiwan Semiconductor Powers Alphawave's 2nm Chip Breakthrough For Faster AI And HPC Connectivity

Alphawave Semi on Thursday announced the successful tape out of one of UCIe IP subsystem on Taiwan Semiconductor Manufacturing Co’s (NYSE:TSM) 2-nm process, supporting 36G die-to-die data rates. The ...
Bloomberg L.P.

Advanced Semiconductor Packaging Market Could Reach $80 Billion by 2033 as AI Chips Spread to Consumer Devices, According to Bloomberg Intelligence

New report shows 2.5D and 3D packaging market could grow 26% annually, outpacing overall chip industry growth as AI moves from data centers into PCs, smartphones and vehicles TSMC expected to maintain ...