Semiconductor News & Analysis Feed
2685 articles
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
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
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
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
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
blockspace.media
2026-07-03
Blockspace Media
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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.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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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
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
Comments
NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Omor Ibne Ehsan
Thu, July 2, 2026 at 9:42 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
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Quick Read
Micron (MU) absorbed a $5.83B net loss in FY2023, invested $10B into capacity anyway, and now guides a single quarter to $50B in revenue.
Mehrotra says Micron can only fill 50% to
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO whose company sells the memory going into every AI accelerator, that is quite the admission. And it explains why Micron Technology (NASDAQ:MU | MU Price Prediction) is now writing checks on a scale the semiconductor
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
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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