Semiconductor News & Analysis Feed
796 articles
2026-07-02
digitimes.com
2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to
2026-07-01
www.businessinsider.com
2026-07-01
Business Insider
Michael Burry has placed fresh bets against Tesla, Caterpillar, Nvidia, Applied Materials, and an index of microchip stocks.
The investor of "The Big Short" fame, best known for predicting and profiting from the collapse of the mid-2000s housing bubble, revealed his latest shorts in a Substack post on Tuesday afternoon.
Burry said he refreshed his wager against the iShares Semiconductor ETF (SOX
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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EQS
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ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
3 min read
ams-OSRAM AG/ Key word(s): Mergers & Acquisitions
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business t
2026-07-01
eu.36kr.com
2026-07-01
36Kr
Invested by Hinton, Li Feifei and Taiwan Semiconductor Manufacturing Co., with top talents from NVIDIA and Google teaming up to develop chips, the company is valued at 34 billion.
智东西
2026-07-01 11:50
Founded by three Harvard dropouts.
According to a report by Zhidx on July 1st, last night, AI chip unicorn Etched released its first progress report since its establishment, announcing that it has r
2026-07-01
www.digitimes.com
2026-07-01
digitimes
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As...
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2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
semiengineering.com
2026-07-01
Ann Mutschler
In next-generation silicon, AI can interpret system behavior at scale, but only if obse...
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MU Stock Alert: What to Know as Micron Commits $250M to Trump Accounts
Wajeeh Khan
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) shares are in focus on Tuesday morning after the memory chips specialist committed $250 million to the Trump Accounts ahead of its July 4 national launch.
Trump Accounts is the administration's newly rolled-out child savings pr
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
/C O R R E C T I O N -- CIQ/
NEWS PROVIDED BY
CIQ
Jun 30, 2026, 15:33 ET
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In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are advised by the company that the headline has been changed. The complete, corrected release follows:
CIQ Delivers Ready
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
/C O R R E C T I O N -- CIQ/
PR Newswire
June 30, 2026 4 min read
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are a
2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Robotics
TechBig Tech
Nvidia to boost its China robotics team amid emergence of physical AI
The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment
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Richard Chen
Published: 9:30pm, 30 Jun 2026
US chip giant Nvidia is ramping up a talent drive for its robotics team i