Semiconductor News & Analysis Feed
10645 articles
2026-07-08
www.notebookcheck.net
2026-07-08
Notebookcheck
Earlier this month, Ugreen introduced the Nexode Air 100W GaN charger in the US. The compact charger has now made its way to the UK, where it is available through Amazon for £39.99.
This Nexode Air model bumps the maximum output to 100W, making it better suited for charging laptops, tablets, and handheld gaming PCs than the earlier 45W and 65W models. According to Ugreen, it can charge a 14-inch
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed the report on Monday, with a spokesperson telli
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
Danielle Liverance
July 7, 2026 3 min read
NVDA
+4.06%
AMD
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+1.90%
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+1.32%
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A 78-layer PCB midplane delays NVIDIA's Kyber NVL144 to 2028, dropping NVDA 1.4%, while AMD gains a clear competitive window with share
2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
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2026-07-08
www.crainscleveland.com
2026-07-08
Crain's Cleveland
A growing nationwide shortage of high-skilled workers threatens to delay construction of billions of dollars in new semiconductor plants across the U.S. and constrain future chip production unless the industry pools resources and the government keeps up funding, according to a new report.
Why Firestone Country Club lost the Senior Players Championship
PGA Tour Champions president Miller Brady sa
2026-07-08
asiatimes.com
2026-07-08
Asia Times
China is using several methods to circumvent United States export controls on extreme ultraviolet (EUV) lithography machines, including developing its own machines and stacking artificial intelligence (AI) chips to boost their performance.
However, Washington suspects these may not be what Beijing has done alone. It says China may have already obtained an EUV machine from ASML through underground
2026-07-08
www.marketwatch.com
2026-07-08
MarketWatch
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2026-07-08
www.fool.com
2026-07-08
The Motley Fool
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
DeepSeek looks to reduce reliance on Nvidia with own AI chip
Yahoo Finance Video
July 7, 2026
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Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia.
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2026-07-08
www.morningstar.com
2026-07-08
Morningstar
Home
Stocks
Forget SpaceX—SK Hynix’s Record US IPO Tests the AI Trade’s Hottest Corner
Forget SpaceX—SK Hynix’s Record US IPO Tests the AI Trade’s Hottest Corner
The giant South Korean chipmaker is looking to raise $28 billion from US investors just as memory stocks are tumbling after massive gains.
Tom Lauricella
Jul 7, 2026
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Seung-il Ryu/NurPhoto via Getty
Securities in This Article
Weste
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
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2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
Sarasin & Partners LLP has added 332,404 shares of $TSM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TSM.
TAIWAN SEMICONDUCTOR MANUFACTURING Hedge Fund Activity
We have seen 1,482 institutional investors
2026-07-08
www.cnbc.com
2026-07-08
CNBC
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2026-07-08
www.foreignpolicyjournal.com
2026-07-08
foreignpolicyjournal.com
SK Hynix Inc. (KRX: 000660) kicked off its formal US listing marketing process on Monday, as the South Korean memory chipmaker moves to capitalize on surging investor appetite for AI-driven semiconductor stocks.
The company is seeking to sell American depositary receipts representing approximately 17.79 million common shares, according to a filing with the US Securities and Exchange Commission.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
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This article first appeared on GuruFocus.
Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
coincentral.com
2026-07-08
CoinCentral
2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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QUALCOMM has delivered a 69.9% return over the past three years, yet current checks suggest the stock now sits close to its estimated intrinsic value. This makes the recent volatility in chip stocks more about
2026-07-08
techgenyz.com
2026-07-08
Techgenyz
Apple may be preparing one of its most unusual flagship iPhones yet. According to Tech Ultimatum, the rumored iPhone Air 2 is shaping up to be an ultra-thin premium smartphone that prioritizes sleek design while still retaining several high-end features expected from a flagship device.
As with all early Apple rumors, the information remains unofficial, and the company has not confirmed the exist
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+11.12%
), which crashed 14% this afternoon.
And Samsung is to blame.
Image source: Getty Images.
Korea sends the semi market South
South Korean technology giant Samsung reported Q2 2026 earnings la
2026-07-08
www.reuters.com
2026-07-08
Reuters
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