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2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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OEM Trends | OEM Tr
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
datacentremagazine.com
2026-07-03
Data Centre Magazine
Infineon Technologies has officially opened its new Smart Power Fab in Dresden, Germany, marking the company's largest-ever investment and boosting production of chips that help power AI data centres.
Backed by a €5bn (US$5.69bn) investment, the facility doubles manufacturing capacity at Infineon's Dresden campus, reinforcing the city's status as Europe's leading semiconductor hub.
Known as Sili
2026-07-03
www.datacenterdynamics.com
2026-07-03
Data Center Dynamics
Chip industry trade association SEMI has written to the senior officials in US President Donald Trump's administration, urging the government to stop trying to influence memory prices and production capacity.
According to a report from Bloomberg, the group has warned that an interventionist approach is likely to worsen supply, as companies across all industries continue to grapple with the ongoin
2026-07-03
www.citybiz.co
2026-07-03
citybiz
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GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY
Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far
JULY 3, 2026
Michael Burry
“Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels.
In a post
2026-07-03
www.huaweicentral.com
2026-07-03
Huawei Central
HUAWEI
Huawei Ascend 950DT die-chip design details leaked before August debut
Published
6 days ago
on
July 3, 2026
By
Emiko Matsui
Discover more
Android OS
Electronics & Electrical
phones
Huawei Ascend 950DT will debut in August this year, and ahead of its official unveiling, the die-chip design of this semiconductor has surfaced online. A new leak reveals the internal components of t
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob
2026-07-03
unn.ua
2026-07-03
Українські Національні Новини (УНН)
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The SEMI group warned the Trump administration that interfering in memory chip prices will worsen the shortage due to the AI boom. They called instead for extending tax incentives and long-term agreements.
Attempts by the U.S. government to solve the global me
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
seekingalpha.com
2026-07-03
Seeking Alpha
__fail__
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.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 3, South Korean stocks rallied as Samsung Electronics reported significant progress in its foundry division. Driven by a 2nm yield improvement to the mid-50% range, Samsung is attracting major AI clients to diversify away from TSMC’s capacity-constrained landscape. Meta is reportedly considering a 10 trillion won order for custom AI chips, while Anthropic is in talks regarding a partnershi
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
www.gurufocus.com
2026-07-03
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's...
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2026-07-03
timesofoman.com
2026-07-03
Times of Oman
New Delhi: While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve interest rates could trigger a turning point in the AI boom, as rising chip costs and stretched valuations expose early signs of excess in
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob