Semiconductor News & Analysis Feed
7406 articles
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and SK Hynix slowing its AI memory expansion, is exactly why the next 12 months for SOXX will hinge on
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Marc Guberti
Wed, July 1, 2026 at 2:55 AM PDT 4 min read
AVGO
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000660.KS
-5.68%
NVDA
+0.71%
AMAT
-6.46%
MU
-4.71%
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SOXX surged 96% year-to-date then shed nearly 8% in one week after Broadcom's softer AI chip forecast and SK Hynix slowed memory expansion.
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2026-07-01
stockstory.org
2026-07-01
StockStory
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2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Spectre X from Cadence Design Systems - tailored mixed-signal verification for complex SoCs
Veröffentlicht: 01.07.2026 um 11:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Spectre X from Cadence Design Systems pushes mixed-signal simulation performance for advanced SoC design teams working at 7 nm and beyond. Anyone h
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.azom.com
2026-07-01
AZoM
From Kayaku Advanced Materials
Reviewed by Ify Isibor
Jul 1 2026
insights from industry
Meg Nagesha & Abigail Rendos
Technical BD Engineer - Kayaku Advanced Materials
Applications Engineering Manager - Kayaku Advanced Materials
In this interview, industry experts Meg Nagesha and Abigail Rendos explain how photo-patternable bonding materials support advanced device manufacturing, helping engineers
2026-07-01
stockstory.org
2026-07-01
StockStory
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Lattice Semiconductor (LSCC) Is Up 6.3% After New $1.15B Credit Lines And Index Removal
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Lattice Semiconductor entered into a Second Amended and Restated Credit Agreement, securing a US$200 million revolving facility and a US$950 million delayed draw term loan, prim
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
Katie Brockman, The Motley Fool
Wed, July 1, 2026 at 1:20 AM PDT 3 min read
^GSPC
-0.45%
The iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) both target the most aggressive growth corners of the market, but with different levels of diversification.
While IYW casts a
2026-07-01
taiwaninsight.org
2026-07-01
Taiwan Insight
TAIWAN’S CHIP CLASSROOMS CAN POWER INDIA’S SEMICONDUCTOR DREAM
1 July 2026
Chee-Hann Wu
India, semiconductors, South Asia Leave a comment
Written by Anand Chauhan.
Image credit: Political Deputy Minister Dr. Mon-chi Lio and AICTE Chairman Prof. T.G. Sitharam, at the Indo-Taiwan Educational Cooperation Forum on Semiconductors by the Ministry of Education.
India’s semiconductor dream will not
2026-07-01
eetimes.com
2026-07-01
EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
semiengineering.com
2026-07-01
Semiconductor Engineering
In next-generation silicon, AI can interpret system behavior at scale, but only if observability is designed into the fabric as a first-class architectural capability.
Experts At The Table: In-silicon observability—also known as on-die or on-chip visibility—is becoming increasingly important for managing the performance, reliability, and security of today’s high-performance systems. Semiconductor
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Less than 1 min read
ENPH
−3.50%
Enphase Energy (ENPH) jumped ~15.8% premarket after an analyst named it a preferred pick; traders cited rising power costs and El Niño boosting solar and battery demand.
1
Enphase Energy develops IQ SST
2026-07-01
www.pehub.com
2026-07-01
pehub.com
Technology
Ardian Semiconductor invests in VSORA
VSORA is a fabless chip design company based in France.
Nina Lindholm -
1 July 2026
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2026-07-01
finance.biggo.com
2026-07-01
finance.biggo.com
TSMC's (2330.TW) advanced packaging technology roadmap is undergoing a major shift. Market sources indicate the company plans to gradually transition from current silicon interposers to its "CoPoS" large-size glass interposer technology around 2029. This move is viewed as the most critical strategic decision in the advanced packaging arena for the next decade and is expected to exert significant p
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
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Taiwan Semiconductor Manufacturing stock has delivered a ve