Semiconductor News & Analysis Feed
10668 articles
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications, the bigger goal is to avoid the most heavily booked 3nm process and secure more supply.
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2026-07-02
www.trendforce.com
2026-07-02
TrendForce
[News] Samsung Files New HBM Dummy Die Patent to Enhance High-Stack Reliability; Seen as Aimed at 16-Layer HBM5
2026-07-02 Semiconductors editor
News
Please note that this article cites information from ETNews.
As the industry advances toward higher-layer HBM, Samsung is reportedly developing a new structural design to improve package reliability. According to ETNews, Samsung Electronic
2026-07-02
siliconangle.com
2026-07-02
SiliconANGLE
Physical security company Verkada Inc. has taken an investment from Nvidia Corp. and signed a technical partnership with the chipmaker, the two said today, in a deal meant to speed up the artificial intelligence running across Verkada’s 2.4 million connected devices.
The size of the investment was not disclosed but comes seven months after Verkada raised funding at a $5.8 billion valuation in a r
2026-07-02
wccftech.com
2026-07-02
Wccftech
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology,
2026-07-02
campustechnology.com
2026-07-02
Campus Technology
Anthropic has introduced Claude Science, a new AI workbench for scientists that integrates research tools, produces auditable artifacts, and connects to specialized life sciences models and workflows from NVIDIA.
The beta release, announced June 30, gives Claude Pro, Max, Team, and Enterprise users access to an application designed to help researchers work across literature review, data analysis,
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
indie Semiconductor (INDI) Declines, However The Street Remains Bullish
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
INDI
-11.02%
Trade INDI on Coinbase
Trading disclosure
indie Semiconductor, Inc. (NASDAQ:INDI) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. indie Semiconductor, Inc. (NASDAQ:INDI) has declined roughly 30% over the past month, mainly due to heavy
2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
news.google.com
2026-07-02
Investor's Business Daily
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips · Stocktwits
Shashank Nayar
Wed, July 1, 2026 at 1:10 PM PDT 2 min read
QCOM
+0.02%
SPCX
+0.98%
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Trading disclosure
Musk took to his so
2026-07-02
www.techtimes.com
2026-07-02
Tech Times
By Allen Lee
Published: Jul 01 2026, 4:08 PM EDT
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Samsung Electronics Chairman Lee Jae-yong attends the briefing announcement of public-private collaboration projects at the presidential Blue House in Seoul on June 29, 2026. South Korea will invest nearly $1.2 trillion -- equivalent to more than
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer
2026-07-02
tomshardware.com
2026-07-02
Andrew E. Freedman
Microsoft is reportedly testing a feature to digitize physical games going back to the Xbox One with digital copies tied to the owner of the physical disc.
2026-07-02
news.google.com
2026-07-02
Reuters
2026-07-02
ts2.tech
2026-07-02
TechStock²
1 JULY 2026
NASDAQ:MU·NYSE:GM·STOCK MARKET·TECHNOLOGY
3 MINS READ
MICRON (NASDAQ:MU) FALLS AFTER GM CONTRACT, TRADERS WEIGH AI MEMORY BETS
BY IWONA MAJKOWSKA
NEW YORK, July 1, 2026, 14:13 EDT
Micron Technology, Inc. NASDAQ:MU dropped around 9.8% after hours, falling harder than most major AI-chip names and semiconductor ETFs.
Micron lost about $130 billion in value from Tuesday’s close, wiping
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers · Stocktwits
Anan Ashraf
July 1, 2026 3 min read
RIVN
+1.03%
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Trading disclosure
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concer
2026-07-02
es.tradingview.com
2026-07-02
TradingView
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Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
2 minutos de lectura
RIVN
−0,12%
PUNTOS CLAVE:
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concern for R2, instead highlighting supply chain wor
2026-07-02
news.bloomberglaw.com
2026-07-02
Bloomberg Law News
Four US semiconductor companies defeated claims from Ukrainian citizens who were injured by Russian weapons they allege contained the companies’ components.
The Ukrainian citizens’ own pleadings show the Russian weapons had parts not only from the defendant companies — Texas Instruments Inc., Advanced Micro Devices Inc., Intel Corp. and Mouser Electronics Inc. — but others that they didn’t sue, S