Semiconductor News & Analysis Feed
2685 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
Trade CDNS on Coinbase
Trading disclosure
Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
__fail__
2026-07-03
www.citybiz.co
2026-07-03
citybiz
LinkedIn
Facebook
Twitter
Email
GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY
Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far
JULY 3, 2026
Michael Burry
“Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels.
In a post
2026-07-03
evertiq.com
2026-07-03
Evertiq
© MIcron
Business | July 03, 2026
Micron and General Motors sign long-term memory supply agreement
Evertiq
Micron Technology and General Motors have signed a Strategic Customer Agreement to secure a long-term, reliable supply of memory and storage products for GM's vehicle production. The agreement covers LPDRAM, NOR and UFS NAND products, according to a press release from Micron.
Beyond the comm
2026-07-03
www.phoronix.com
2026-07-03
Phoronix
NVIDIA VR-NVL BMC Device Tree Being Upstreamed For OpenBMC Support
Written by Michael Larabel in NVIDIA on 3 July 2026 at 07:02 AM EDT. Add A Comment
NVIDIA's latest Linux kernel mailing list patches are for providing the Device Tree for the baseboard management controller (BMC) of their Vera Rubin VR-NVL server platform. With the Linux kernel patches and also for U-Boot, it's part of the upstream
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
GitHub has announced that it will be giving developers a way to obtain their public repo on a CD-ROM. Context is provided by Sony's recent decision to abandon game discs.
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Nvidia expects huge growth in the AI data center market over the next few years.
Rivals and its own biggest customers are designing AI chips to compete with Nvidia's offerings.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Elevation Point Wealth Partners LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Elevation Point Wealth Partners increased its stake in Taiwan Semiconductor Manufacturing by 306.7% in the first quarter, ending with 52,397 shares valued at about $17.7 million.
Insider buying continued, with vice
2026-07-03
evertiq.com
2026-07-03
Evertiq
© Liviorki
General | July 03, 2026
Report: $13 billion outlay for India Semiconductor Mission 2.0 cleared
Evertiq
India Semiconductor Mission 2.0 will be geared towards strengthening the entire semiconductor value chain, including chip design, fabrication and packaging.
The Expenditure Finance Committee (EFC) of the Indian government has approved an outlay of ₹1.25 trillion (about USD 13 billion)
2026-07-03
www.digitimes.com
2026-07-03
digitimes
For more than two decades, data center electrical power distribution operated as a highly standardized, mature, and slow-moving engineering discipline. The architecture of new-generation AI racks integrates more AI GPU/ASIC dies and multi-terabit SerDes switching fabrics into dense footprints. Consequently, rack power requirements are experiencing a massive paradigm shift.
During the peak deploym
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1841e694dfa8011
Performance and Security by Cloudflare
Privacy
2026-07-03
www.suasnews.com
2026-07-03
sUAS News
www.suasnews.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1828fbcaf5d6392
Performance and Security by Cloudflare
Privacy
2026-07-03
michaelparekh.substack.com
2026-07-03
AI: Reset to Zero
AI: Nvidia expands Revenue Share Deals with Customers. AI-RTZ #1136
...establishes AI Compute Partnership (ACP) in its market ecosystem
MICHAEL PAREKH
JUL 03, 2026
5
1
Share
As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups.
2026-07-03
cybershack.com.au
2026-07-03
CyberShack
D-Link DCF-141 GaN Charger Review: The Charger Drawer Killer
3 Jul, 2026
By Scott Hunt
Featured
Off-Grid
Reviews
The D-Link DCF-141 GaN charger is a 4-port 140W charger that comfortably keeps up with your devices. It can deliver 140W maximum single-port output, or dual output of 70W + 70W or 100W + 30W, meaning it’s flexible enough to charge up two laptops at once.
GaN technology trades silicon
2026-07-03
www.chosun.com
2026-07-03
조선일보
By Choi Hyung-seok
Published 2026.07.03. 08:29
Updated 2026.07.03. 18:21
Lee Chan-jin, Chairman of the Financial Supervisory Service. /News1
The trading volume of 14 single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix last month reached 212 trillion Korean won, accounting for 26.6% of the total ETF trading volume (797 trillion Korean won). This means that over a quarter of all
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s