Semiconductor News & Analysis Feed
10669 articles
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
__fail__
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
2026-07-01 Semiconductors editor
News
Please note that this article cites information from MoneyDJ, Liberty Times, and Economic Daily News.
AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing indust
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia (
NVDA
+0.62%
) may have once made many millionaires. If you had invested $1,000 in the company in its early days of trading and held on, today you would have more than $5 million. Most of the gains happened over the past few years, as the artificial intelligence (AI) boom took shape -- Nvidia makes the key chips that power crucial AI tasks, like the training of AI models, and has built out
2026-07-01
datacenters.economictimes.indiatimes.com
2026-07-01
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-07-01
biz.chosun.com
2026-07-01
Chosunbiz
By
Jeong Du-yong
Published 2026.07.01. 17:17
SK hynix business sites in Icheon, Gyeonggi./Courtesy of News1
SK hynix will use funds raised through the issuance of American depositary shares (ADS) for a Nasdaq listing in the United States to expand domestic production facilities, invest in advanced packaging equipment, and introduce extreme ultraviolet (EUV) lithography equipment. The amended reg
2026-07-01
www.gasworld.com
2026-07-01
gasworld
© Air Liquide
Air Liquide to build gas plants for SK Hynix’s US chip facility
By Molly Burgess
6 days ago
1 min read
Bookmark
Industrial gas major Air Liquide will invest more than $170m in two gas production plants in Indiana to supply ultra-pure gases to South Korean chipmaker SK Hynix’s first semiconductor facility in the US.
Air Liquide will build, own, and operate the plants, supplying larg
2026-07-01
focustaiwan.tw
2026-07-01
Focus Taiwan
Taipei, July 1 (CNA) Shares in Taiwan closed sharply higher Wednesday, extending gains from the previous session, as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) finished at the day's high after its American depositary receipts (ADRs) posted strong gains overnight, dealers said.
Following a 2.50 point increase Tuesday, the Taiex, the Taiwan Stock Exchange's benchmark index, en
2026-07-01
taiwaninsight.org
2026-07-01
Taiwan Insight
TAIWAN’S CHIP CLASSROOMS CAN POWER INDIA’S SEMICONDUCTOR DREAM
1 July 2026
Chee-Hann Wu
India, semiconductors, South Asia Leave a comment
Written by Anand Chauhan.
Image credit: Political Deputy Minister Dr. Mon-chi Lio and AICTE Chairman Prof. T.G. Sitharam, at the Indo-Taiwan Educational Cooperation Forum on Semiconductors by the Ministry of Education.
India’s semiconductor dream will not
2026-07-01
news.google.com
2026-07-01
ET Telecom
2026-07-01
eetimes.com
2026-07-01
EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-07-01
straitsresearch.com
2026-07-01
Straits Research
The quantum chip market size was valued at USD 156.10 million in 2025 and is projected to grow from USD 208.10 million in 2026 to USD 2,070 million by 2034 at a CAGR of 33.30% during the forecast period (2026–2034). North America dominated the quantum chip market with a market share of 44.80% in 2025.
2026-07-01
semiengineering.com
2026-07-01
Semiconductor Engineering
In next-generation silicon, AI can interpret system behavior at scale, but only if observability is designed into the fabric as a first-class architectural capability.
Experts At The Table: In-silicon observability—also known as on-die or on-chip visibility—is becoming increasingly important for managing the performance, reliability, and security of today’s high-performance systems. Semiconductor
2026-07-01
www.airliquide.com
2026-07-01
Air Liquide
Contact
Close popin
Air Liquide invests over 170M USD in the U.S. to support SK hynix’s ambition to build a global AI memory ecosystem
Paris, France, July 01, 2026 Press Releases Group Industry
As part of a long-term contract, Air Liquide will build, own and operate two new production units in the state of Indiana to deliver ultra-pure gases to the first U.S. fab of SK hynix, a South Korean globa
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
Trade AMAT on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v