Semiconductor News & Analysis Feed
6279 articles
2026-07-07
semiengineering.com
2026-07-07
Anne Meixner
Optical methods need to comply with increasing warpage, finer RDL pitch, and trace size.
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Is Texas Instruments’ (TXN) Index Reclassification Quietly Rewriting Its Long-Term Investment Identity?
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive benchmarks and added to the Russell 1000 Dynamic and Russell Top 50 indexes, marking a shif
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack
Ananya Gairola
Mon, July 6, 2026 at 4:31 PM PDT 6 min read
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Venture capitalist Jason Cal
2026-07-07
news.google.com
2026-07-07
01net
2026-07-07
uk.finance.yahoo.com
2026-07-07
Yahoo Finance UK
SpaceX joins Nasdaq 100, SK Hynix makes US debut: What to Watch
Yahoo Finance Video and Josh Lipton
Mon, 6 July 2026 at 4:00 pm GMT-7
SPCX
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000660.KS
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IVZ
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QQQ
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^NDX
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Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, July 7, including SpaceX (SPCX) joining the Nasdaq 100 (^NDX) while SK Hynix (000660.KS) making its
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
Weixin Lin
Mon, July 6, 2026 at 3:52 PM PDT 3 min read
LSCC
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AVGO
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MU
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AAPL
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Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
What Happened?
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3% in the morning session after the semicondu
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Michael Williams
Mon, July 6, 2026 at 3:49 PM PDT 5 min read
INTC
-0.14%
NVDA
+3.65%
QCOM
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2330.TW
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Quick Read
SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate.
Intel (INTC) jumped 226%
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Himax, Western Digital, and onsemi Shares Skyrocket, What You Need To Know
Jabin Bastian
Mon, July 6, 2026 at 3:36 PM PDT 4 min read
AVGO
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MU
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WDC
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ON
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What Happened?
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bulli
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
As the artificial intelligence (AI) infrastructure investment boom deepens a memory semiconductor shortage, the world's top three memory manufacturers are entering a full-scale expansion race. With South Korea, the U.S., Japan, and even China joining the fray, a global battle for semiconductor supremacy is heating up.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Lockridge Okoth
Mon, July 6, 2026 at 3:30 PM PDT 3 min read
NVDA
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4062.T
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Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028.
The c
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Texas Instruments and Impinj Stocks Trade Up, What You Need To Know
Petr Huřťák
Mon, July 6, 2026 at 3:28 PM PDT 4 min read
AVGO
+4.83%
TXN
+2.73%
MU
+1.11%
PI
+3.63%
AAPL
+0.88%
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Trading disclosure
What Happened?
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall S
2026-07-07
wkzo.com
2026-07-07
WKZO
July 6 (Reuters) – Syntiant Corp, a semiconductor and AI software company focused on “physical AI”, filed for a U.S. initial public offering on Monday, seeking to capitalize on investor enthusiasm for AI and computing.
The listing is the latest in a string of AI-related IPOs this year, amid a broader revival in the U.S. IPO market as companies seek to capitalize on growing investor confidence
2026-07-07
www.reuters.com
2026-07-07
Reuters
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Stock Market Today, July 6: Semiconductor Momentum Lifts Nasdaq as Dow Closes Above 53,000
Eric Trie, The Motley Fool
Mon, July 6, 2026 at 2:41 PM PDT 3 min read
^IXIC
+0.20%
TSLA
-2.19%
MU
+1.11%
ESI
+2.00%
^GSPC
-0.28%
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Trading disclosure
The Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (SNPINDEX:^GS
2026-07-07
markets.businessinsider.com
2026-07-07
markets.businessinsider.com
TORRANCE, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report second quarter 2026 financial results on Monday, July 27, 2026, after the market close.
Navitas’ President and CEO, Chris Allexandre, and CFO, Tonya Stevens, will host a conference call at 2:00 p.m. Pacific Time to discuss the Company’s financial results and business outlo
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Why this AI chip startup could rival Nvidia
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 2:14 PM PDT
NVDA
+3.65%
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Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).
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