Semiconductor News & Analysis Feed
6343 articles
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics' foundry business is rapidly emerging as the production base for global Big Tech companies' application-specific integrated circuits (ASICs), positioning itself as a key player in the artificial intelligence (AI) semiconductor market. With Meta and Anthropic selecting Samsung's 2-nanometer (nm) process as their next-generation AI chip production partner, Samsung's foundry divis
2026-07-04
theindependent.sg
2026-07-04
The Independent Singapore News
Malaysia's semiconductor industry gains from AI-driven chip demand (Photo: Nick Karean/AI-Generated for illustration purposes only)
MALAYSIA
2 min.Read
Malaysia is well-positioned to benefit from AI semiconductor boom through advanced packaging and supply-chain shift
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Nick Karean
July 4, 2026
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron vs. Intel: Which AI Stock Is the Better Buy?
Marc Guberti, The Motley Fool
Fri, July 3, 2026 at 5:50 PM PDT 5 min read
INTC
-0.14%
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their r
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
eetimes.com
2026-07-04
Nitin Dahad
At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.
2026-07-04
macaubusiness.com
2026-07-04
Macau Business
– Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the “Smart Power Fab”
– Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
– Capacity ramp-up at double speed possible
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
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Trading disclosure
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
+3.65%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
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Trading disclosure
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, 3 July 2026 at 1:58 pm GMT-7 5 min read
QCOM
+1.96%
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in th
2026-07-04
www.investing.com
2026-07-04
Investing.com
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2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside · Zacks
Tirthankar Chakraborty
Fri, July 3, 2026 at 12:00 PM PDT 3 min read
MU
+1.11%
CRDO
+4.99%
SNX
+4.14%
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Trading disclosure
July trading has begun on a mixed note, but it has traditionally been one of the strongest months for U.S. equitie
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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