Semiconductor News & Analysis Feed
2682 articles
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
2026-07-09
digitimes.com
2026-07-09
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
2026-07-09
digitimes.com
2026-07-09
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
2026-07-09
digitimes.com
2026-07-09
Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg.com
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2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
digitimes.com
2026-07-09
Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.
2026-07-09
digitimes.com
2026-07-09
Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached NT$12.573 billion, down 9.23% from May but up 60.10% from a year earlier, marking its third-highest monthly result on record.
2026-07-09
digitimes.com
2026-07-09
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten
2026-07-09
digitimes.com
2026-07-09
Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg.com
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2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
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2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
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2026-07-09
www.timesfreepress.com
2026-07-09
Chattanooga Times Free Press
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?
David Moadel
Wed, July 8, 2026 at 11:55 AM PDT 4 min read
MU
+4.92%
AMAT
+3.53%
SNDK
+5.01%
WDC
+1.40%
STX
+2.05%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron (MU) wins on valuation and growth, trading at 6x forward earnings with a $1,486 analyst target after a 22% pullback.
West
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
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2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor’s (NVTS) Russell Exit and Board Shift Reveal a Deeper Governance Repositioning?
July 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor was removed from multiple Russell indexes, including the Russell 3000E, Russell 2000 Value, and Russell Microcap, while shareholders als
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
SK Hynix's $28 Billion Nasdaq Listing Would Be the Second-Biggest Share Sale Ever. Here's What Investors Should Know.
Daniel Sparks, The Motley Fool
Wed, July 8, 2026 at 9:27 AM PDT 4 min read
000660.KS
+8.83%
NVDA
+4.06%
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Trading disclosure
One of the most important companies in the artificial intelligence (AI) supply chain is about to become far easier for U.S. investors
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
One of the most important companies in the artificial intelligence (AI) supply chain is about to become far easier for U.S. investors to own. South Korea's SK Hynix (FRA: HY9H) is the world's leading maker of the high-bandwidth memory that sits alongside Nvidia's chips in AI data centers. This week, it launched a U.S. share sale to raise about 43 trillion won, or roughly $28 billion. The listing i