latest news in Semiconductors
EU Elevates Vietnam Relations to Secure Critical Minerals and Tech Supply Chains
Hanoi, Friday, 30 January 2026.
Matching the diplomatic status of the U.S. and China, this strategic upgrade grants the EU crucial access to Vietnam’s semiconductor and mineral resources, diversifying supply chains against global risks.
Samsung Poised to Start Mass Production of Next-Gen Memory for Nvidia
Suwon, Monday, 26 January 2026.
Samsung Electronics is reportedly preparing to mass-produce HBM4 chips for Nvidia as early as February 2026, a move that could significantly reshape the AI hardware supply chain. By exceeding data speed requirements for Nvidia’s upcoming Rubin platform, Samsung threatens to close the market share gap with current leader SK Hynix.
Investors Pivot to Software and Specialized Semiconductors as Magnificent Seven Dominance Wanes
New York, Sunday, 25 January 2026.
As the reporting season accelerates, a critical rotation is emerging within the technology landscape. Strategists are increasingly favoring specialized semiconductor and software firms over the established “Magnificent Seven,” anticipating these overlooked sectors will drive the next phase of returns. With technology earnings projected to surge 31% in 2026, the market focus is transitioning from initial AI training infrastructure to inference and application utility. This week’s disclosures from industry titans like Microsoft and Apple, alongside the Federal Reserve’s interest rate decision, will determine the durability of this broadening investment thesis.