Semiconductor News & Analysis Feed
11239 articles
2026-07-01
stockstory.org
2026-07-01
StockStory
__fail__
2026-07-01
thequantuminsider.com
2026-07-01
The Quantum Insider
Press release – Wave Photonics announced that, as of today, all the PDKs developed or managed by Wave Photonics through the PDK management platform are now compatible with Synopsys OptoCompiler. OptoCompiler is the industry’s first unified electronic and photonic design platform, combining dedicated photonic technology with Synopsys’ industry-proven electronic design capabilities, including schema
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Spectre X from Cadence Design Systems - tailored mixed-signal verification for complex SoCs
Veröffentlicht: 01.07.2026 um 11:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Spectre X from Cadence Design Systems pushes mixed-signal simulation performance for advanced SoC design teams working at 7 nm and beyond. Anyone h
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.techzine.eu
2026-07-01
Techzine Global
3 MIN
INFRASTRUCTURE
Memory shortages are only partly due to AI, says Micron
MELS DEES
Jul 1, 2026, 5:34 PM GMT+8
According to Micron, the global memory chip shortages are not solely the result of the explosive growth of AI. CEO Sanjay Mehrotra (photo) argues that years of price pressure from customers prevented the industry from investing enough, causing production capacity to lag behind when de
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
__fail__
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Anthony Di Pizio, The Motley Fool
Wed, July 1, 2026 at 2:20 AM PDT 6 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
2026-07-01 Semiconductors editor
News
Please note that this article cites information from MoneyDJ, Liberty Times, and Economic Daily News.
AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing indust
2026-07-01
www.azom.com
2026-07-01
AZoM
From Kayaku Advanced Materials
Reviewed by Ify Isibor
Jul 1 2026
insights from industry
Meg Nagesha & Abigail Rendos
Technical BD Engineer - Kayaku Advanced Materials
Applications Engineering Manager - Kayaku Advanced Materials
In this interview, industry experts Meg Nagesha and Abigail Rendos explain how photo-patternable bonding materials support advanced device manufacturing, helping engineers
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
stockstory.org
2026-07-01
StockStory
__fail__
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Lattice Semiconductor (LSCC) Is Up 6.3% After New $1.15B Credit Lines And Index Removal
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Lattice Semiconductor entered into a Second Amended and Restated Credit Agreement, securing a US$200 million revolving facility and a US$950 million delayed draw term loan, prim
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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Zawya
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ZAWYA: Claude meets Blackwell Ultra: Anthropic’s models now run on NVIDIA GB300 in Azure
ZAWYA: Claude meets Blackwell Ultra: Anthropic’s models now run on NVIDIA GB300 in Azure
Refinitiv2 min read
ANTHROPIC
NVDA
+0.71%
MSFT
+0.54%
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterprises a new foundation for building autono
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
Katie Brockman, The Motley Fool
Wed, July 1, 2026 at 1:20 AM PDT 3 min read
^GSPC
-0.45%
The iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) both target the most aggressive growth corners of the market, but with different levels of diversification.
While IYW casts a