Semiconductor News & Analysis Feed
5392 articles
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
digitimes.com
2026-07-02
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-02
www.msn.com
2026-07-02
MSN
High-stakes launch: The R2 SUV is Rivian’s most important product yet, aimed at the mass market with strong early demand.
Chip supply fears: CEO RJ Scaringe says memory chip shortages from AI demand pose the biggest risk to production.
Investor watch: Shares dipped as markets await Q2 delivery numbers, with retail sentiment cautious but some optimism.
2026-07-02
wccftech.com
2026-07-02
Wccftech
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology,
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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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.
2026-07-02
www.cnbc.com
2026-07-02
CNBC
A day after closing out a blockbuster three months on Wall Street, high-flying chip stocks suffered steep declines to open the third quarter.
Memory maker Micron
dropped 11%, wiping out $138 billion of market cap. Intel
fell 9% and rival chipmaker Advanced Micro Devices
dropped 7%.
Those three stocks boomed in the second quarter, adding $2 trillion in combined value, as investors wagered that
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips · Stocktwits
Shashank Nayar
Wed, July 1, 2026 at 1:10 PM PDT 2 min read
QCOM
+0.02%
SPCX
+0.98%
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Trading disclosure
Musk took to his so
2026-07-02
www.techtimes.com
2026-07-02
Tech Times
By Allen Lee
Published: Jul 01 2026, 4:08 PM EDT
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Samsung Electronics Chairman Lee Jae-yong attends the briefing announcement of public-private collaboration projects at the presidential Blue House in Seoul on June 29, 2026. South Korea will invest nearly $1.2 trillion -- equivalent to more than
2026-07-02
www.businessreport.com
2026-07-02
Baton Rouge Business Report
WEDNESDAY, JULY 1, 2026
Micron will donate $250M to Trump’s investment initiative for children
By Daily Report Staff
Micron Technology has agreed to invest $250 million in a federal children’s investment initiative known as the Trump Accounts, a program designed to create tax-advantaged savings accounts for minors that receive an initial government contribution and can be supplemented by private
2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
__fail__
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
China faces three specific barriers as it aims to produce key chipmaking equipment. Monitoring progress in these areas would help Western countries make better chip and AI policy.
For the past 20 years, advanced semiconductor manufacturing has been dominated by a small set of companies in the Netherlands, Japan, Germany, Taiwan, South Korea, and the United States, largely due to the proprietary t
2026-07-02
es.tradingview.com
2026-07-02
TradingView
Noticias
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Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
2 minutos de lectura
RIVN
−0,12%
PUNTOS CLAVE:
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concern for R2, instead highlighting supply chain wor
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers · Stocktwits
Anan Ashraf
July 1, 2026 3 min read
RIVN
+1.03%
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Trading disclosure
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concer
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
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Trading disclosure
Quick Read
NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-01
www.forbes.com
2026-07-01
Forbes
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2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te