Semiconductor News & Analysis Feed
119 articles
2026-07-12
news.google.com
2026-07-12
Quiver Quantitative
2026-07-12
digitimes.com
2026-07-12
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.
2026-07-11
simplywall.st
2026-07-11
simplywall.st
2026-07-11
digitimes.com
2026-07-11
South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the p
2026-07-10
simplywall.st
2026-07-10
simplywall.st
South Korea/Semiconductors/KOSE:A195870
Intel Stock And Other AI Semiconductor Names Retail Investors Are Watching
July 10, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The latest spotlight on SK Hynix, with its US$26.5b Nasdaq debut and strong institutional interest, has pushed AI focused semiconductor stocks back into the center of market attention. For investors screening for companies link
2026-07-09
intellectia.ai
2026-07-09
Intellectia AI
intellectia.ai
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2026-07-08
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2026-07-08
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
3 Beaten Down AI Semiconductor Giants of 1H 2026 That Could Soar in 2H
Nalak Das
Wed, July 8, 2026 at 5:42 AM PDT 7 min read
NVDA
+4.06%
QCOM
-3.20%
AVGO
+1.32%
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Trading disclosure
The artificial intelligence (AI) infrastructure trade has shifted from pure-play semiconductors to other AI-powered data center infrastructure. These include AI-powered memory and storage devi
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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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%
Explore stocks on Coinbase
Trading disclosure
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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Zacks
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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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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
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