Semiconductor News & Analysis Feed
7406 articles
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
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
digitimes.com
2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
digitimes.com
2026-07-02
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
2026-07-02
eetimes.com
2026-07-02
Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
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
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
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
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
Trade CDNS on Coinbase
Trading disclosure
Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
indie Semiconductor (INDI) Declines, However The Street Remains Bullish
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
INDI
-11.02%
Trade INDI on Coinbase
Trading disclosure
indie Semiconductor, Inc. (NASDAQ:INDI) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. indie Semiconductor, Inc. (NASDAQ:INDI) has declined roughly 30% over the past month, mainly due to heavy
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Is Photronics (PLAB) The Best Small-Cap Semiconductor Stocks to Buy Right Now?
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
PLAB
-5.65%
Trade PLAB on Coinbase
Trading disclosure
Photronics, Inc. (NASDAQ:PLAB) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. Photronics, Inc. (NASDAQ:PLAB) has declined roughly 10% since its fiscal Q2 2026 earnings, in which the compa
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarter
Amalya Dubrovsky, Karen Friar and Jake Conley
Updated Wed, July 1, 2026 at 1:02 PM PDT 1 min read
^DJI
-0.25%
^GSPC
-0.45%
^IXIC
-1.16%
ADP
+2.55%
WSFX.BO
+1.71%
Trade ADP on Coinbase
Trading disclosure
US stocks slipped on Wednesday to start the first day of the third quarter as investors scrutinized
2026-07-02
ts2.tech
2026-07-02
TechStock²
1 JULY 2026
NASDAQ:MU·NYSE:GM·STOCK MARKET·TECHNOLOGY
3 MINS READ
MICRON (NASDAQ:MU) FALLS AFTER GM CONTRACT, TRADERS WEIGH AI MEMORY BETS
BY IWONA MAJKOWSKA
NEW YORK, July 1, 2026, 14:13 EDT
Micron Technology, Inc. NASDAQ:MU dropped around 9.8% after hours, falling harder than most major AI-chip names and semiconductor ETFs.
Micron lost about $130 billion in value from Tuesday’s close, wiping
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%
Trade RIVN on Coinbase
Trading disclosure
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concer
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