Semiconductor News & Analysis Feed

11075 articles
2026-07-07
seekingalpha.com 2026-07-07 Seeking Alpha
Micron, AI memory bets reportedly drive hedge fund Appaloosa's 32% H1 surge Jul 07, 2026, 4:19 AM ETMicron Technology, Inc. (MU) StockNVDA, SSNLF, SNDK , SKHY By: Arundhati Sarkar, SA News Editor Save Play (2min) Comments (2) KanawatTH David Tepper’s Appaloosa Management returned 32% in the first half of the year, fueled by bets on the high-flying memory-chip sector, according to a Bloomberg New
2026-07-07
www.investing.com 2026-07-07 Investing.com
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2026-07-07
zeenews.india.com 2026-07-07 Zee News
Seoul: The ongoing AI memory crunch is pushing tech giant Samsung Electronics to raise the prices of its upcoming foldable smartphone lineup once again, highlighting how the AI chip boom is altering consumer electronics pricing. The upcoming price adjustments mark a distinct departure from Samsung's historical pricing strategies. According to a news report by The Korea Herald, leaked pricing from
2026-07-07
www.investing.com 2026-07-07 Investing.com
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2026-07-07
wccftech.com 2026-07-07 Wccftech
NVIDIA's GeForce RTX 5080 SUPER graphics card reportedly features a 415W TDP, which is slightly higher than its Non-Super sibling. The NVIDIA GeForce RTX 50 SUPER series has remained in limbo ever since the first specifications were disclosed last year. This is due to several factors, such as prioritization of AI GPUs over the standard consumer chips, shortages in the DRAM segment, and a general
2026-07-07
www.barrons.com 2026-07-07 Barron's
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2026-07-07
www.techpowerup.com 2026-07-07 TechPowerUp
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2026-07-07
ng.investing.com 2026-07-07 Investing.com Nigeria
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2026-07-07
www.barrons.com 2026-07-07 Barron's
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2026-07-07
www.investing.com 2026-07-07 Investing.com
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2026-07-07
www.eenewseurope.com 2026-07-07 eeNews Europe
Micron Technology has broken ground on a ¥1.5 trillion, about US$9.3bn, expansion of its Hiroshima manufacturing site, adding a new cleanroom intended to increase advanced DRAM and high-bandwidth memory capacity for AI systems. The Micron Hiroshima fab expansion is being built in Higashihiroshima, western Japan, where Micron Memory Japan already runs the country’s only remaining DRAM production s
2026-07-07
www.barrons.com 2026-07-07 Barron's
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2026-07-07
semiengineering.com 2026-07-07 Semiconductor Engineering
2026-07-07
www.electronicsforyou.biz 2026-07-07 Electronics For You BUSINESS
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2026-07-07
eetimes.com 2026-07-07
eSIM turns SIMs into device trust anchors for IoT, cars and AI, letting fleets switch networks and stay secure remotely.
2026-07-07
seekingalpha.com 2026-07-07 Seeking Alpha
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2026-07-07
www.kedglobal.com 2026-07-07 The Korea Economic Daily Global Edition
Samsung weighs 10% Galaxy Z8 price hike as AI memory crunch bites TM Roh, chief of Samsung's DX Division, showcases the Galaxy Z Fold7 at the Galaxy Unpacked event in July 2025 Samsung Electronics Co. is considering a roughly 10% price increase for its upcoming Galaxy Z8 foldable smartphones, as intensifying competition for artificial intelligence chips tight
2026-07-07
economictimes.indiatimes.com 2026-07-07 The Economic Times
Synopsis Synopsys plans to stop offering manufacturing process control software. This move allows the company to divert resources to higher-margin AI design offerings. Chipmakers like Samsung Electronics and SK Hynix were informed about the end-of-life decision. Affected products include automation software that monitors fabrication plant anomalies. Some chipmakers are developing their own in-hous
2026-07-07
sg.finance.yahoo.com 2026-07-07 Yahoo Finance Singapore
Is Ford Motor (F) Fairly Valued After Its Micron Chip Supply Deal? Is Ford Motor (F) Fairly Valued After Its Micron Chip Supply Deal? · Simply Wall St. Simply Wall St Mon, 6 July 2026 at 11:15 pm GMT-7 2 min read F -0.44% MU +1.11% Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Ford Motor (F) is back in focus after announcing a
2026-07-07
www.ad-hoc-news.de 2026-07-07 AD HOC NEWS
Micron’s, HBM Micron’s HBM Windfall Under Attack: Cartel Claims and a Rival’s Nasdaq Arrival Veröffentlicht: 07.07.2026 um 08:06 Uhr, Redaktion boerse-global.de Micron shares drop 13% amid collusion lawsuit and SK Hynix's US listing; analysts see 51% upside despite structural DRAM squeeze. Micron’s - Micron’s HBM Windfall Under Attack: Cartel Claims and a Rival’s Nasdaq Arrival 07.07.2026 - Bild