Semiconductor News & Analysis Feed
11172 articles
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
2026-07-03
digitimes.com
2026-07-03
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
2026-07-03
news.google.com
2026-07-03
KTVB
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
mlq.ai
2026-07-03
MLQ.ai
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure
Maham Fatima
Thu, July 2, 2026 at 3:12 PM PDT 1 min read
DOX
-1.82%
Trade Amdocs on Coinbase
Trading disclosure
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 3:00 PM PDT 3 min read
ON
+2.95%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) closed at $91.22 in the latest trading session, marking a -3.6% move from the prior day. On the other hand, t
2026-07-03
www.ad-hoc-news.de
2026-07-03
Ad-hoc-news.de
Infineon, DE0006231004
Infineon Technologies outlook amid global chip demand. Investors eye power electronics and automotive growth
Veröffentlicht: 02.07.2026 um 23:38 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Infineon Technologies faces a complex backdrop as global semiconductor demand shifts toward power electronics, automotive and industrial applica
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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TradingView
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SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
Less than 1 min read
000660
−5.68%
According to estimates from 39 analysts, SK hynix Inc. stock's average price target has risen from KRW 3458608.9 to KRW 3486814.03, with forecasts ranging from KRW 140000
2026-07-03
www.ad-hoc-news.de
2026-07-03
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems expands its role in electronic design automation. The company focuses on advanced chip design tools
Veröffentlicht: 02.07.2026 um 23:16 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems continues to build its position in electronic design automation as demand for complex chip de
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-07-03
www.msn.com
2026-07-03
MSN
Retailer issues warning: Currys says AI data center demand is diverting chips from consumer devices, causing availability issues and likely price hikes later in 2026.
Tech giants raise prices: Apple and Microsoft have increased hardware prices as memory supplies tighten, reflecting a broader squeeze hitting electronics and auto sectors.
Long-term shortage outlook: Industry leaders expect the mem
2026-07-03
www.msn.com
2026-07-03
MSN
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the world leans further into automation and data centers, choosing between Broadcom (
AVGO
+5.00%
) and ON Semiconductor (
ON
+2.95%
) has become a classic debate for tech investors.
Broadcom provides networking chips, wireless connectivity, and infrastructure software used across cloud, enterprise, and data-center environments, while ON Semiconductor specializes in power management for the au
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, 2 July 2026 at 1:11 pm GMT-7 3 min read
MU
+1.11%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.60 to US$1,457.68, sharpening the focus