Semiconductor News & Analysis Feed
10663 articles
2026-07-03
www.aninews.in
2026-07-03
ANI News
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
ANI | Updated: Jul 03, 2026 09:02 IST
New Delhi [India], July 3 (ANI): While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve in
2026-07-03
www.techtimes.com
2026-07-03
Tech Times
By Richard L. Wells
Published: Jul 02 2026, 11:29 PM EDT
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Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. LUDOVIC MARIN/GETTY IMAGES
Anthropic, the company behind Claude, entered preliminary
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge
Darryn Pollock
Thu, July 2, 2026 at 7:58 PM PDT 2 min read
SNDK
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Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The
2026-07-03
pandaily.com
2026-07-03
Pandaily
Gadgets
Xiaomi 18 Series Set for September Launch with 2nm Snapdragon 8 Elite Gen6 Chip
Published:
July 3, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
Xiaomi’s upcoming flagship phone series will debut Qualcomm’s first 2nm chip with a split standard and Pro variant strategy to manage rising costs
Qualcomm has officially announced its 2026 Snapdragon Summi
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Looks Fairly Valued Following Its 366% Run
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
After a steep five year return of 366.3%, Applied Materials now sits in a tricky spot where the share price reflects a powerful AI equipment story, while its low value score suggests the stock is no longer an obvious bargain
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
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2026-07-03
TipRanks
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2026-07-03
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2026-07-03
Seoul Economic Daily
2026-07-03
en.sedaily.com
2026-07-03
Seoul Economic Daily
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2026-07-03
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2026-07-03
Stocktwits
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2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
2026-07-03
digitimes.com
2026-07-03
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.