Semiconductor News & Analysis Feed
9514 articles
2026-07-03
www.sdxcentral.com
2026-07-03
SDxCentral
MicroLED manufacturer nabs Nvidia director to drive AI data center push
AMS-Osram, known for auto lighting, taps Ashkan Seyedi to lead new optical interconnect business
July 03, 2026 By Ben Wodecki Have your say
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– AMS-Osram
AMS-Osram, an Austrian semiconductor manufacturer of light and sensor solutions, poached a networking director from Nvidia.
Ash
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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In ad
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
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2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
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2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Y Intercept Hong Kong Ltd
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter, buying 59,435 additional shares and bringing its total to 81,189 shares worth about $27.4 million.
Institu
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Here's What to Expect From Texas Instruments' Next Earnings Report
Neha Panjwani
Fri, July 3, 2026 at 3:44 AM PDT 2 min read
TXN
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^GSPC
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Trade TXN on Coinbase
Trading disclosure
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 b
2026-07-03
www.barchart.com
2026-07-03
Barchart.com
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 billion, the company develops analog ICs and embedded processors. The semiconductor powerhouse is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of
2026-07-03
www.thelec.net
2026-07-03
thelec.net
Samsung Electronics logo. (Source: Samsung Electronics)
Samsung Electronics is reportedly in discussions with North American artificial intelligence (AI) company Anthropic to manufacture its custom AI chips through Samsung's foundry business. The chips are expected to use Samsung's leading-edge 2-nanometer (2nm) process technology.
According to The Information, citing multiple sources on July 2
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
GitHub has announced that it will be giving developers a way to obtain their public repo on a CD-ROM. Context is provided by Sony's recent decision to abandon game discs.
2026-07-03
www.thelec.net
2026-07-03
thelec.net
KNJ is expanding its semiconductor materials business from silicon carbide (SiC) process parts into large-diameter single-crystal silicon (Si) materials. The move targets growing market demand to replace conventional polycrystalline silicon parts with single-crystal materials. The company plans to produce prototype large-diameter single-crystal silicon ingots on its pilot line this month.
Accordi
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Private Advisor Group LLC trimmed its TSM position by 3.7% in the first quarter, selling 4,219 shares and leaving it with 108,560 shares worth about $36.7 million.
Analysts remain bullish on Taiwan Semiconductor Manufacturing,
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c
2026-07-03
www.washingtonexaminer.com
2026-07-03
Washington Examiner
Memory chips store the data and instructions that power Nvidia’s accelerated computing platforms, as well as the world’s computers and smartphones. These chips are, put simply, the filing cabinets of the digital economy.
Since the late 1980s, the memory semiconductor market has been characterized by boom-and-bust profit cycles. Periods of strong profitability have routinely been followed by colla
2026-07-03
www.globalsources.com
2026-07-03
Global Sources
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2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Singaporean scientists outfitted remote-controlled cockroaches with scuba suits in a bid to use them in rescue operations and explore extreme environments like Mars.
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
One of Jensen Huang’s used leather jackets is up for auction, with an estimate of $40,000 to $60,000. The money will go to charity.