Semiconductor News & Analysis Feed
2426 articles
2026-07-10
digitimes.com
2026-07-10
Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.
2026-07-10
digitimes.com
2026-07-10
ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.
2026-07-10
digitimes.com
2026-07-10
SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition. Originally scheduled for the second half of 2026, the event is now expected to take place in the first half of 2027. Industry sources believe the move is intended to better align the summit with Nvidia GTC, which is held
2026-07-10
digitimes.com
2026-07-10
Largan said on July 9, 2026, that it will formally begin sampling fiber array (FA) products for a mass-production customer in July, while chairman En-Ping Lin outlined the company's advantages in common packaging optics (CPO) amid market attention on Corning's Glass Bridge technology.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
2026-07-10
news.google.com
2026-07-10
Stock Titan
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Nvidia (
NVDA
+0.25%
) is at the center of a new catalyst as agentic AI moves deeper into enterprise workflows. The bullish thesis is simple: if AI agents become the next major software wave, Nvidia's GB300 Blackwell Ultra could remain a critical foundation. But the value-capture battle is getting more complicated.
Stock prices used were the market prices of July 3, 2026. The video was published
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Most of the attention on Micron Technology (
MU
+1.93%
) sits on high-bandwidth memory and the artificial intelligence data center boom. That story is real, but it hides a different shift in how the company sells its products -- a shift that could shape the next earnings report more than any single chip.
Micron is signing long-term supply agreements
In the first week of July, Micron announced tw
2026-07-10
en.sedaily.com
2026-07-10
Seoul Economic Daily
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2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Shares of Micron Technology (
MU
+1.93%
) rallied on Thursday after the memory chip maker highlighted its plans to bolster its semiconductor supply chain.
Image source: The Motley Fool.
Bringing more silicon wafer production to the U.S.
Micron intends to invest up to $3 billion to expand its U.S. production network and secure the materials it needs to satisfy the booming artificial intelligence
2026-07-10
www.cnbc.com
2026-07-10
CNBC
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2026-07-10
qz.com
2026-07-10
qz.com
Companies keep announcing chip plants that cost billions, and every number sounds equally enormous. Most of that money isn't going into the building. It's going into the machines inside it, and that's the part of the bill that actually separates one announcement from another.
The machines account for 70% to 80% of a modern chip plant's total cost, according to an analysis by Construction Physics.
2026-07-10
news.google.com
2026-07-10
The Motley Fool
2026-07-10
www.tradingkey.com
2026-07-10
TradingKey
Cadence Design Systems Inc (CDNS) closed up by 3.15%. The Software & IT Services sector is up by 1.49%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Meta Platforms Inc (META) up 4.76%; Microsoft Corp (MSFT) up 0.19%; Alphabet Inc Class A (GOOGL) down 0.90%.
The recent upward movement in Cadence Design Systems (CDNS) shares is primarily fueled by a convergence of
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Micron (
MU
+1.93%
) has lost more than 20% of its value in less than two weeks amid a broader correction among AI stocks. Most investors have been conditioned to expect these sorts of stocks to keep rising steadily, especially as tech giants continue to ramp up their AI infrastructure spending.
The fundamentals of its business suggest Micron's stock rally should continue, so when its price movem
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
It's Thursday, 2 p.m., and do you know where the Nasdaq is?
It's up a respectable 1.2% -- but the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+0.99%
) is up much, much more, surging past 14.1% on some billion-dollar-plus news items in semiconductors today.
Image source: Getty Images.
Micron boosts the market
The first news comes from Micron (
MU
+1.93%
) stock, which is surging near
2026-07-10
www.insidermonkey.com
2026-07-10
Insider Monkey
NEWS
Cadence (CDNS) Expands Collaboration with HPE for AI Data Center Modernization
Published on July 9, 2026 at 2:36 pm by MAHAM FATIMA in News
SHARE
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the best QQQ Stocks to invest in. On June 16, Cadence announced an expanded collaboration with Hewlett Packard Enterprise/HPE to accelerate data center modernization through digital twin technolo
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
So far this year, Nvidia (
NVDA
+0.25%
) stock has exhibited an unusually muted performance. As of this writing (July 7), Nvidia stock has gained just 5% in 2026 -- a result that stands in sharp contrast to the parabolic surges that have defined the company's trajectory in recent years.
This pause is prompting investors to reassess both the near-term price action of a company that has spent the l
2026-07-10
tomshardware.com
2026-07-10
Jowi Morales
Unfortunately, this age-old scam still works.
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
The artificial intelligence (AI) bellwether has had its bell rung lately. Is the ding a dinner bell for opportunistic investors? Nvidia (
NVDA
+0.29%
) may have kicked off the AI revolution a couple of years ago, but the market has been rotating out of the global leader lately.
Nvidia stock has fallen 14% since hitting an all-time high in May. Despite inching higher through the first three tradin