Semiconductor News & Analysis Feed
9664 articles
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
NVIDIA Corporation $NVDA Shares Acquired by Oak Family Advisors LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Oak Family Advisors LLC increased its NVIDIA stake by 29.1% in the first quarter, adding 3,714 shares to reach 16,469 shares valued at about $2.87 million.
NVIDIA’s latest quarterly results were strong, with EPS of $1.87 beating estimates and revenue o
2026-07-01
datacenters.economictimes.indiatimes.com
2026-07-01
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-07-01
timestech.in
2026-07-01
TimesTech
BuzzIndustry News
Infineon Earns Another Top Investor Relations Award
By TimesTech -
July 1, 2026
0
74
Infineon Technologies, has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Association – the Infineon IR team achieved first place for best Investor Relations among all DAX 40 companies f
2026-07-01
www.datacenterdynamics.com
2026-07-01
Data Center Dynamics
AI infrastructure is rapidly pushing rack densities beyond the limits of traditional cooling approaches.
This whitepaper explores how thermal requirements will evolve alongside NVIDIA's GPU roadmap, from Blackwell to Rubin and beyond, helping operators understand when to transition from air cooling to liquid cooling technologies.
Read now to discover:
When air cooling reaches its practical limi
2026-07-01
focustaiwan.tw
2026-07-01
Focus Taiwan
Taipei, July 1 (CNA) Shares in Taiwan closed sharply higher Wednesday, extending gains from the previous session, as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) finished at the day's high after its American depositary receipts (ADRs) posted strong gains overnight, dealers said.
Following a 2.50 point increase Tuesday, the Taiex, the Taiwan Stock Exchange's benchmark index, en
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
Facebook
Linkedin
Reddit
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Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Forum Financial Management LP cut its Texas Instruments stake by 63.9% in the first quarter, selling 5,570 shares and leaving it with 3,148 shares worth about $611,000.
Texas Instruments insiders have also been selling shares, inclu
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
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2026-07-01
www.koreaherald.com
2026-07-01
The Korea Herald
AI memory boom is reshaping investor perceptions of Korea's two chip giants
Samsung Electronics (left) and SK hynix logos (Yonhap)
Samsung Electronics' 26-year reign as the benchmark Kospi's most valuable company came to an end on June 22, when its crosstown rival SK hynix briefly overtook the tech giant in market capitalization.
While Samsung Electronics' lead remains solid when preferred shar
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
Trade AMAT on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v
2026-07-01
whattheythink.com
2026-07-01
WhatTheyThink
IRVINE, Calif. – Roland DG, the world’s leading provider of digital printing solutions, today announced the launch of EUV-H (EUV-HP7), a new industrial-grade UV hard ink developed to deliver exceptional durability, resistance, and performance across demanding industrial and commercial applications. Designed to enable more robust, premium output, EUV-H opens the door for businesses to expand into h
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
∙ PAID
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
asia.nikkei.com
2026-07-01
Nikkei Asia
TSMC, SK Hynix and Samsung stand to gain from US company's data center play
Qualcomm's Dragonfly line of AI data center products is up against chip giant Nvidia's offerings. (Source photos by Ken Kobayashi)
NEW YORK -- On a table in a midtown Manhattan conference room last Thursday, Durga Malladi, Qualcomm's vice president of data center, stacked his phones to illustrate what appeared to be a s
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
high bandwidth memory
semiconductor investment
south korea
samsung
Samsung and SK Hynix Commit Trillions to AI Chip Capacity
7 sources
|
July 1, 2026
|
By LDS Team
8.1
Relevance Score
Photo: japantimes.co.jp · rights & takedowns
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Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in combined investment tied to South Korea's national semic
2026-07-01
www.starnewskorea.com
2026-07-01
starnewskorea.com
*This content was translated by AI.
Shin Jin-seo, 9-dan. /Photo=Korea Baduk Association
World-renowned top player Shin Jin-seo (26), 9-dan, will compete in a handicap game against the Go artificial intelligence (AI) KataGo.
The 'SSEN Math · The Korea Economic Daily (Hankyung) Gishinjeon ()', organized by Korea Baduk Association and hosted by The Korea Economic Daily (Hankyung) Media Group, with
2026-07-01
tradersunion.com
2026-07-01
Traders Union
Nebius Group (NBIS) stock is trading at $276.17, marking a strong session with a daily rise of 5.75%. The price stands firmly above its key moving averages, signaling persistent momentum relative to recent averages.
The launch of full production for NVIDIA's Vera Rubin platform on June 1, 2026, with shipments this fall to eight cloud partners including Nebius, is a pivotal development, according
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
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.