Semiconductor News & Analysis Feed
4293 articles
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
www.thewirechina.com
2026-07-03
The Wire China
www.thewirechina.com
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2026-07-03
mlq.ai
2026-07-03
MLQ.ai
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2026-07-03
www.ad-hoc-news.de
2026-07-03
Ad-hoc-news.de
Infineon, DE0006231004
Infineon Technologies outlook amid global chip demand. Investors eye power electronics and automotive growth
Veröffentlicht: 02.07.2026 um 23:38 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Infineon Technologies faces a complex backdrop as global semiconductor demand shifts toward power electronics, automotive and industrial applica
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
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2026-07-03
www.bizjournals.com
2026-07-03
The Business Journals
www.bizjournals.com
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2026-07-03
www.msn.com
2026-07-03
MSN
Retailer issues warning: Currys says AI data center demand is diverting chips from consumer devices, causing availability issues and likely price hikes later in 2026.
Tech giants raise prices: Apple and Microsoft have increased hardware prices as memory supplies tighten, reflecting a broader squeeze hitting electronics and auto sectors.
Long-term shortage outlook: Industry leaders expect the mem
2026-07-03
www.msn.com
2026-07-03
MSN
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
/
Stock Story
/
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
3 min read
ON
+2.95%
SWKS
−2.13%
MCHP
+1.59%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip d
2026-07-03
markets.financialcontent.com
2026-07-03
FinancialContent
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
By:
StockStory
July 02, 2026 at 16:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fea
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
www.thesun.co.uk
2026-07-03
The Sun
__fail__
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
SK Hynix announced plans to invest 100 trillion won, or about $64.38 billion, to build new chip plants in South Korea as part of a broader investment push tied to the growth of artificial intelligence, according to Reuters.
The company said the projects will be based in Cheongju, a city in central South Korea. And the plans include 80 trillion won for a new NAND memory chip factory by 2029 and 20
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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2026-07-03
www.ajc.com
2026-07-03
Atlanta Journal-Constitution
Rivian announced Thursday it has expanded its expectations for how many electric vehicles it will deliver to customers this year.
The California-based automaker, which is in the process of building an EV factory an hour east of Atlanta, increased its 2026 delivery outlook by 3,000 vehicles. The automaker said increasing its delivery guidance for the year to 65,000 to 70,000 vehicles was prompted
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
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3M
6M
1Y
5Y
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AVGO
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet