Semiconductor News & Analysis Feed
7398 articles
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
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
finance.yahoo.com
2026-07-07
Yahoo Finance
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack
Ananya Gairola
Mon, July 6, 2026 at 4:31 PM PDT 6 min read
NVDA
+3.65%
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Venture capitalist Jason Cal
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
Weixin Lin
Mon, July 6, 2026 at 3:52 PM PDT 3 min read
LSCC
+1.44%
AVGO
+4.83%
MU
+1.11%
AAPL
+0.88%
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Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
What Happened?
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3% in the morning session after the semicondu
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%
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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.biggo.com
2026-07-07
finance.biggo.com
As the artificial intelligence (AI) infrastructure investment boom deepens a memory semiconductor shortage, the world's top three memory manufacturers are entering a full-scale expansion race. With South Korea, the U.S., Japan, and even China joining the fray, a global battle for semiconductor supremacy is heating up.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Lockridge Okoth
Mon, July 6, 2026 at 3:30 PM PDT 3 min read
NVDA
+3.65%
4062.T
+2.20%
009150.KS
+0.95%
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Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028.
The c
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
newsletter.semianalysis.com
2026-07-07
SemiAnalysis
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access
DANIEL NISHBALL, CHEANG KANG WEN, ZANE FONG, AND 5 OTHERS
JUL 07, 2026
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2026-07-07
www.premiumtimesng.com
2026-07-07
Premium Times Nigeria
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2026-07-07
www.reuters.com
2026-07-07
Reuters
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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
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Stock Market Today, July 6: Semiconductor Momentum Lifts Nasdaq as Dow Closes Above 53,000
Eric Trie, The Motley Fool
Mon, July 6, 2026 at 2:41 PM PDT 3 min read
^IXIC
+0.20%
TSLA
-2.19%
MU
+1.11%
ESI
+2.00%
^GSPC
-0.28%
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Trading disclosure
The Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (SNPINDEX:^GS
2026-07-07
markets.businessinsider.com
2026-07-07
markets.businessinsider.com
TORRANCE, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report second quarter 2026 financial results on Monday, July 27, 2026, after the market close.
Navitas’ President and CEO, Chris Allexandre, and CFO, Tonya Stevens, will host a conference call at 2:00 p.m. Pacific Time to discuss the Company’s financial results and business outlo
2026-07-07
news.google.com
2026-07-07
Seeking Alpha
2026-07-07
www.semiconductors.org
2026-07-07
Semiconductor Industry Association | SIA
www.semiconductors.org
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2026-07-07
en.wowtale.net
2026-07-07
Wowtale
South Korean power semiconductor firm PowerCubeSemi has successfully completed its first mass-production order for SpaceX, marking a milestone in the Korean company’s push into the global aerospace supply chain.
PowerCubeSemi’s power semiconductors are now integrated into the ground terminals of SpaceX’s Starlink system. These terminals serve as the critical hardware users install to communicate
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
What to Expect From Nvidia Stock in July 2026: Recovery or Another Leg Down?
Ananda Banerjee
Mon, July 6, 2026 at 1:09 PM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
MU
+1.11%
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Trading disclosure
Nvidia stock trades near $195, and it has quietly become the worst performer in its own chip group in 2026.
The slide comes as investors question whether the AI boom that powered Nvi
2026-07-07
news.dupontregistry.com
2026-07-07
duPont REGISTRY News
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