Semiconductor News & Analysis Feed
10645 articles
2026-07-08
know.creditsights.com
2026-07-08
CreditSights
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Nicholas Chen: Analy
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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ZAWYA: NVIDIA unlocks AI compute at scale, inviting partners to power the AI infrastructure buildout
ZAWYA: NVIDIA unlocks AI compute at scale, inviting partners to power the AI infrastructure buildout
Refinitiv3 min read
NVDA
+4.06%
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support
2026-07-08
zamin.uz
2026-07-08
Zamin.uz
SambaNova raises $1 billion for AI chip market
12:23 / 08.07.2026
·
102
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Technology
SambaNova Systems, a startup specializing in chips for AI technologies, has successfully raised $1 billion in its latest funding round. Following this financing, the company's market valuation has reached $11 billion. This event signals the emergence of a worthy competitor to giants like NVIDIA in the global tech
2026-07-08
www.msn.com
2026-07-08
MSN
Who’s leading gains?: Sandisk is up 635% and Micron 242% in 2026, topping S&P 500 performance despite recent 20% pullbacks.
Why the surge?: AI-fueled data center demand has outstripped memory chip supply, pushing prices and profits sharply higher.
How long will it last?: Micron forecasts tight DRAM and NAND markets beyond 2027, keeping upward pressure on valuations.
2026-07-08
www.businessinsider.com
2026-07-08
Business Insider
Hot South Korean chip stock SK Hynix tumbled on Wednesday as a selloff in AI semiconductor shares overshadowed investor enthusiasm ahead of the memory giant's Nasdaq debut later this week.
The stock fell alongside semiconductor peers, including Samsung Electronics, despite demand for SK Hynix's upcoming US listing, which is multiple times oversubscribed, Bloomberg reported on Tuesday.
SK Hynix s
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
SK Hynix slumps ahead of US listing as AI chip rout deepens
Huileng Tan
Wed, July 8, 2026 at 12:18 AM PDT 2 min read
000660.KS
+10.19%
005930.KS
+5.04%
^KS11
+5.99%
SK Hynix shares plunged as an AI chip selloff overshadows its highly anticipated Nasdaq debut this week.
South Korea's Kospi slid over 5%, pressured by steep losses in SK Hynix and Samsung Electronics.
A chip rout and renewed US-Ira
2026-07-08
procurementmag.com
2026-07-08
Procurement Magazine
US automaker General Motors has signed a strategic customer agreement with semiconductor manufacturer Micron Technology to secure long-term supply of memory and storage platforms for its next-generation vehicles.
The move addresses growing procurement challenges in the automotive semiconductor market, where memory chips face intense competition from AI data-centre buildout and consumer electronic
2026-07-08
analyticsindiamag.com
2026-07-08
Analytics India Magazine
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2026-07-08
www.prnewswire.com
2026-07-08
PR Newswire
Parasail to Combine NVIDIA AI Infrastructure with d-Matrix Accelerators to Achieve 10x Faster Token Generation
NEWS PROVIDED BY
d-Matrix
Jul 08, 2026, 03:01 ET
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Inference service provider to deliver faster, more cost-efficient tokens by pairing NVIDIA Hopper and Blackwell GPUs with d-Matrix Corsair accelerators
SAN FRANCISCO and SANTA CLARA, Calif., July 8, 2026 /PRNew
2026-07-08
www.morningstar.com
2026-07-08
Morningstar
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Parasail to Combine NVIDIA AI Infrastructure with d-Matrix Accelerators to Achieve 10x Faster Token Generation
Parasail to Combine NVIDIA AI Infrastructure with d-Matrix Accelerators to Achieve 10x Faster Token Generation
Provided by PR Newswire Jul 8, 2026, 3:01:00 PM
Parasail to Combine NVIDIA AI Infrastructure with d-Matrix Accelerators to Achieve 10x Faster Token Generat
2026-07-08
uk.finance.yahoo.com
2026-07-08
Yahoo Finance UK
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Parasail to Combine NVIDIA AI Infrastructure with d-Matrix Accelerators to Achieve 10x Faster Token Generation
PR Newswire
Wed, 8 July 2026 at 12:01 am GMT-7 4 min read
Inference service provider to deliver faster, more cost-efficient tokens by pairing NVIDIA Hopper and Blackwell GPUs with d-Matrix Co
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Stock Is Down 17% From Its High. Is the Artificial Intelligence (AI) Leader Finally Cheap?
Keithen Drury, The Motley Fool
Tue, July 7, 2026 at 11:35 PM PDT 3 min read
NVDA
+4.06%
Trade NVIDIA on Coinbase
Trading disclosure
The largest company in the world, Nvidia (NASDAQ: NVDA), has had a bit of a rough stretch in recent months. Its stock peaked in May, but declined around 17% since then.
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The largest company in the world, Nvidia (
NVDA
+4.08%
), has had a bit of a rough stretch in recent months. Its stock peaked in May, but declined around 17% since then. That's not an insignificant decline, and leaves investors wondering when the next rally could be coming.
I think there are some catalysts later on in July that could cause Nvidia's stock to rocket back to all-time highs, and inve
2026-07-08
www.newelectronics.co.uk
2026-07-08
New Electronics
www.newelectronics.co.uk
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2026-07-08
www.msn.com
2026-07-08
MSN
Record profit shock: Samsung posted a 19-fold jump in quarterly operating profit, yet its shares and other chip stocks slumped as investors questioned AI chip demand sustainability.
AI rally doubts: Fears over easing supply constraints and rising competition, including from China’s DeepSeek, triggered heavy selling in semiconductor stocks worldwide.
Market-wide impact: The sell-off dragged down
2026-07-08
www.thedailyupside.com
2026-07-08
The Daily Upside
Asset managers are treating monster IPOs like retailers treated the World Cup: They’re stocking the shelves, marketing products and building momentum before the main event even begins.
Take South Korean chipmaker SK Hynix’s upcoming listing of American depositary receipts. While they’re expected to start trading on the Nasdaq Friday, issuers including Themes, CorgiFunds, Direxion and ProShares
2026-07-08
www.fingerlakesdailynews.com
2026-07-08
Finger Lakes Daily News
Home › Regional & State News › Clay Approves $30M Deal With Micron for Semiconductor Plant
Clay Approves $30M Deal With Micron for Semiconductor Plant
Wednesday, July 8 at 12:00 AM
Lucas Day
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The logo for Micron Technology, a semiconductor company with a planned facility in Central New York.
The Town of Clay has approved a $30 million agreement with Micron Technology related to the com
2026-07-08
www.moomoo.com
2026-07-08
Moomoo
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Goldman Sachs remains cautious about Taiwan Semiconductor's (TSM.US) progress on glass core substrates (GCS), whil
2026-07-08
drrobertcastellano.substack.com
2026-07-08
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Quarterly Pricing Data That Explains Why TSMC Dominates the Semiconductor Industry
DR. ROBERT CASTELLANO
JUL 08, 2026
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What’s in This Article
Quarterly Pricing Shows Continuous Repricing
Table 1: Quarterly TSMC Wafer Pricing by Leading-Edge Process Node (2024–2027E)
Every New Node Resets Industry Pricing
Table 2: TSMC Wafer Pricing by Process Node
AI Changed the Economics
Table 3
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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