Semiconductor News & Analysis Feed

11193 articles
2026-07-02
www.cnbc.com 2026-07-02 CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi after the tech-heavy Nasdaq Composite slumped overnight. Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff. SK Square, the largest shareholder of SK Hyni
2026-07-02
www.cnbc.com 2026-07-02 CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi after the tech-heavy Nasdaq Composite slumped overnight. Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff. SK Square, the largest shareholder of SK Hyni
2026-07-02
www.deseret.com 2026-07-02 Deseret News
SCIENCE UTAH New partnership touts nuclear-powered AI with minimal water use Valar Atomics and Nvidia made an announcement in Orangeville, Utah, on Wednesday Published: July 1, 2026, 7:00 p.m. MDT See More Deseret News Stories In Search VIEW 38 COMMENTS SHARE Valar Atomics and Nvidia celebrate a milestone in atomic energy and artificial intelligence at a large party gathering at the Orangeville si
2026-07-02
simplywall.st 2026-07-02 simplywall.st
United States/Semiconductors/NasdaqGS:AMAT Why Applied Materials (AMAT) Is Up 10.5% After New AI Chip Tools And Index Reclassification July 02, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link In late June 2026, Applied Materials introduced a suite of new epitaxy, CMP, deposition and eBeam systems aimed at enabling advanced 3D chip architectures, DRAM performance gains and high-yiel
2026-07-02
seekingalpha.com 2026-07-02 Seeking Alpha
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2026-07-02
seekingalpha.com 2026-07-02 Seeking Alpha
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2026-07-02
www.foreignpolicyjournal.com 2026-07-02 foreignpolicyjournal.com
Meta Platforms (NASDAQ: META) shares jumped sharply, delivering one of the session’s standout performances even as broader market sentiment remained cautious heading into a pivotal week. The Dow Jones Industrial Average slipped modestly, declining 0.03% as investors weighed competing signals across the technology and artificial intelligence sectors. Submit a Press Release or News Tip Meta’s str
2026-07-02
digitimes.com 2026-07-02
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
2026-07-02
digitimes.com 2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-02
digitimes.com 2026-07-02
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-07-02
digitimes.com 2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
2026-07-02
digitimes.com 2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com 2026-07-02
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
2026-07-02
digitimes.com 2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
semiengineering.com 2026-07-02 Ann Mutschler
As multimodal AI fuses data from billions of devices, attackers can weaponize detailed ...
2026-07-02
digitimes.com 2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
digitimes.com 2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com 2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
digitimes.com 2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
digitimes.com 2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.