Semiconductor News & Analysis Feed
11268 articles
2026-07-07
semiengineering.com
2026-07-07
Laura Peters
Having a device that works at time zero is no longer a guarantee of reliability over it...
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
eetimes.com
2026-07-07
Sally Ward-Foxton
Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.
2026-07-07
digitimes.com
2026-07-07
Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+1.24%
) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soaring revenue and profits, with a memory shortage benefiting its business enormously. And yet the stock sits about 22% below the high near $1,255 it reached in June. Record results on one side of the ledger and a falling share price
2026-07-07
en.sedaily.com
2026-07-07
Seoul Economic Daily
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2026-07-07
news.google.com
2026-07-07
01net
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Michael Williams
Mon, July 6, 2026 at 3:49 PM PDT 5 min read
INTC
-0.14%
NVDA
+3.65%
QCOM
+1.96%
2330.TW
-2.03%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate.
Intel (INTC) jumped 226%
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC | INTC Price Prediction). That absence is baked into the fund’s mandate.
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What SMHX Actually Owns
SMHX is issued by VanEck an
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Himax, Western Digital, and onsemi Shares Skyrocket, What You Need To Know
Jabin Bastian
Mon, July 6, 2026 at 3:36 PM PDT 4 min read
AVGO
+3.90%
MU
+7.29%
WDC
+6.70%
ON
+6.99%
AAPL
+0.38%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bulli
2026-07-07
wkzo.com
2026-07-07
WKZO
July 6 (Reuters) – Syntiant Corp, a semiconductor and AI software company focused on “physical AI”, filed for a U.S. initial public offering on Monday, seeking to capitalize on investor enthusiasm for AI and computing.
The listing is the latest in a string of AI-related IPOs this year, amid a broader revival in the U.S. IPO market as companies seek to capitalize on growing investor confidence
2026-07-07
eetimes.com
2026-07-07
Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
__fail__
2026-07-07
www.reuters.com
2026-07-07
Reuters
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2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
Training LLMs at massive scale brings unique infrastructure challenges, especially as jobs span thousands of GPUs and run for extended periods. The longer these jobs run, the greater the likelihood of encountering unscheduled interruptions or resource fluctuations. Even infrequent device unavailability can have outsized effects on tightly interconnected clusters, resulting in slowdowns for a given
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The Nasdaq Composite (
^IXIC
+0.20%
) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (
^GSPC
0.28%
) rose 0.72% to 7,537.43 and the Dow Jones Industrial Average (
^DJI
1.09%
) climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone.
Gold prices rose 1.23% to $4,176.30 as of U.S. market close, while the 10-Year Treasury yield edged up 0.01% to