Semiconductor News & Analysis Feed
11193 articles
2026-07-02
eetimes.com
2026-07-02
Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-02
eetimes.com
2026-07-02
Oğuz Ergin
Turkey has built a strong chip design base, but without domestic manufacturing, its semiconductor sovereignty remains on loan.
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
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Omor Ibne Ehsan
Wed, July 1, 2026 at 4:40 PM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
SOXX
-5.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Trump praised Micron (MU) on Truth Social, but after an 838% run the stock still dropped 10%, proving that presidential endorsements can't m
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!”
Video Muted
However, the stock went
2026-07-02
siliconangle.com
2026-07-02
SiliconANGLE
Physical security company Verkada Inc. has taken an investment from Nvidia Corp. and signed a technical partnership with the chipmaker, the two said today, in a deal meant to speed up the artificial intelligence running across Verkada’s 2.4 million connected devices.
The size of the investment was not disclosed but comes seven months after Verkada raised funding at a $5.8 billion valuation in a r
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Has QUALCOMM (QCOM) Become Fully Priced As It Exits Russell Growth Indexes?
July 02, 2026
Simply Wall St
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QUALCOMM dropped from multiple Russell growth and defensive indexes
QUALCOMM (QCOM) has been removed from several Russell growth and defensive benchmarks, a technical reshuffle that can affect how index funds and quantita
2026-07-02
wccftech.com
2026-07-02
Wccftech
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology,
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
campustechnology.com
2026-07-02
Campus Technology
Anthropic has introduced Claude Science, a new AI workbench for scientists that integrates research tools, produces auditable artifacts, and connects to specialized life sciences models and workflows from NVIDIA.
The beta release, announced June 30, gives Claude Pro, Max, Team, and Enterprise users access to an application designed to help researchers work across literature review, data analysis,
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
indie Semiconductor (INDI) Declines, However The Street Remains Bullish
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
INDI
-11.02%
Trade INDI on Coinbase
Trading disclosure
indie Semiconductor, Inc. (NASDAQ:INDI) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. indie Semiconductor, Inc. (NASDAQ:INDI) has declined roughly 30% over the past month, mainly due to heavy
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Is Photronics (PLAB) The Best Small-Cap Semiconductor Stocks to Buy Right Now?
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
PLAB
-5.65%
Trade PLAB on Coinbase
Trading disclosure
Photronics, Inc. (NASDAQ:PLAB) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. Photronics, Inc. (NASDAQ:PLAB) has declined roughly 10% since its fiscal Q2 2026 earnings, in which the compa
2026-07-02
gmauthority.com
2026-07-02
GM Authority
gmauthority.com
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2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
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2026-07-02
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Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer