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2026-07-07
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2026-07-07
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Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Less than 1 min read
000660
+5.30%
SK hynix Inc. Sponsored GDR (000660) was scheduled to debut on the Nasdaq later in the week, with reports noting strong investor demand for AI-related chip stocks ahead of the listing.
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Authorities plan
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy?
Daniel Sparks, The Motley Fool
Mon, July 6, 2026 at 5:10 PM PDT 5 min read
MU
+1.11%
NVDA
+3.65%
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Micron Technology (NASDAQ: MU) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soarin
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
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
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
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
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+1.24%
) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soaring revenue and profits, with a memory shortage benefiting its business enormously. And yet the stock sits about 22% below the high near $1,255 it reached in June. Record results on one side of the ledger and a falling share price
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
www.koreajoongangdaily.com
2026-07-07
Korea JoongAng Daily
Global memory chip shortage fuels race between Korea, the United States and China
Micron’s Japan expansion, Korea’s massive fab plan and China’s rapid gains show how AI-driven memory shortages are turning chip investment into a geopolitical competition.
News Team
PUBLISHED July 7, 2026 - 7:00 a.m.
The Micron logo is shown in this illustration from June 11. REUTERS/YONHAP
A deepening memory-chip
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Why this AI chip startup could rival Nvidia
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 2:14 PM PDT
NVDA
+3.65%
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Trading disclosure
Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).
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2026-07-07
www.ad-hoc-news.de
2026-07-07
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments focuses on industrial and automotive chips as investors watch long-term demand trends
Veröffentlicht: 06.07.2026 um 22:04 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Texas Instruments, a major analog and embedded semiconductor supplier, continues to emphasize industrial and automotive markets and capital
2026-07-07
www.theregister.com
2026-07-07
The Register
SYSTEMS
Madlad builds homebrew GPU using 8,192 RISC-V chips
The next version will have 32,000 MCUs
Brandon Vigliarolo
5
Published Mon 06 Jul 2026 // 19:39 UTC
If you can't afford a graphics card these days, here's an alternative solution. Just order thousands of microcontrollers, design your own boards, and build your own cluster over the course of six months after dealing with a healthy dose
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron-Ford chip deal, TeraWulf stock gets lift, private equity takes over easyJet
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 12:30 PM PDT
MU
+1.11%
CBOE
+2.45%
ANTH.PVT
BTC-USD
+1.03%
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Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Micron Technology (MU) announcing a new chip partnership wi
2026-07-07
themorningcontext.com
2026-07-07
The Morning Context
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India’s leading tech hardware distribution company is making the most of the unpreceden