Semiconductor News & Analysis Feed
94 articles
2026-07-09
intellectia.ai
2026-07-09
Intellectia AI
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
thelec.net
2026-07-05
news.google.com
2026-07-05
IndexBox
2026-07-05
news.google.com
2026-07-05
Intellectia AI
2026-07-04
theindependent.sg
2026-07-04
The Independent Singapore News
Malaysia's semiconductor industry gains from AI-driven chip demand (Photo: Nick Karean/AI-Generated for illustration purposes only)
MALAYSIA
2 min.Read
Malaysia is well-positioned to benefit from AI semiconductor boom through advanced packaging and supply-chain shift
By
Nick Karean
July 4, 2026
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MALAYSIA: Malaysia i
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
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AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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In ad
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
tspasemiconductor.substack.com
2026-06-30
semivision
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2026-06-30
www.mk.co.kr
2026-06-30
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2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-29
www.thelec.net
2026-06-29
thelec.net
Tokyo Electron (TEL) has been named "AI Semiconductor Manufacturing Solution of the Year." (Photo: TEL)
Tokyo Electron (TEL), a semiconductor equipment manufacturer, announced on June 29 that it has been named "AI Semiconductor Manufacturing Solution of the Year" at the 2026 AI Breakthrough Awards.
The AI Breakthrough Awards are organized by market intelligence organization AI Breakthrough to re
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could