Semiconductor News & Analysis Feed
581 articles
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.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
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2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
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
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
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
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
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
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-02
wimz.com
2026-07-02
Classic Rock 103.5 WIMZ
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
tradersunion.com
2026-07-02
Traders Union
Rising demand from AI data centers is tightening global memory chip supply and is beginning to affect consumer electronics pricing. Currys says smartphones and laptops are likely to face higher prices later this year, even as the retailer uses its scale to protect supply into September.
Speaking after the retailer released its annual results, Baldock says reduced availability for consumer devices
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Bailey Pemberton
Thu, July 2, 2026 at 4:10 AM PDT 4 min read
QCOM
+1.96%
Trade QCOM on Coinbase
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Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices.
The inde
2026-07-02
www.proactiveinvestors.co.uk
2026-07-02
Proactive Investors
Retail & Consumer
Retail
Written by:
Oliver Haill
Edited by:
Ian Lyall
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Currys PLC
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LSE:CURY
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Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Published: 11:57 02 Jul 2026 BST
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite reporti
2026-07-02
uk.finance.yahoo.com
2026-07-02
Yahoo Finance UK
Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Proactive
Thu, 2 July 2026 at 3:57 am GMT-7 2 min read
CURY.L
-1.52%
CURY
Currys falls as AI-driven chip shortage raises fears of higher electronics prices Proactive uses images sourced from Shutterstock
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite reporting strong annual results, as concerns over an eme
2026-07-02
www.proactiveinvestors.com.au
2026-07-02
Proactive financial news
Retail & Consumer
Retail
Written by:
Oliver Haill
Edited by:
Ian Lyall
Disclaimer
No investment advice
About this content
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Currys PLC
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LSE:CURY
)
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Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Published: 20:57 02 Jul 2026 AEST
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite report
2026-07-02
www.linkedin.com
2026-07-02
LinkedIn
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Everyone's talking about AI chips. But what makes those chips powerful in the first place?
‘Without advanced packaging, there is no AI,’ says Audrey Charles, SVP, Advanced Packaging & President, Lam Capital.
In this episode of Voices From The Valley, Audrey expla
2026-07-02
srnnews.com
2026-07-02
SRN News
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes of mobile phones
2026-07-02
www.933thedrive.com
2026-07-02
93.3 The Drive
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
www.thestar.com.my
2026-07-02
The Star
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