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2026-07-03
economictimes.indiatimes.com
2026-07-03
The Economic Times
Synopsis
While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuvama.
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ANI
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major
2026-07-03
news.google.com
2026-07-03
Editorji
2026-07-03
www.aninews.in
2026-07-03
ANI News
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
ANI | Updated: Jul 03, 2026 09:02 IST
New Delhi [India], July 3 (ANI): While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve in
2026-07-03
www.techtimes.com
2026-07-03
Tech Times
By Richard L. Wells
Published: Jul 02 2026, 11:29 PM EDT
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Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. LUDOVIC MARIN/GETTY IMAGES
Anthropic, the company behind Claude, entered preliminary
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 8:00 PM PDT 4 min read
MCHPP
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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 br
2026-07-03
uk.finance.yahoo.com
2026-07-03
Yahoo Finance UK
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, 2 July 2026 at 8:00 pm GMT-7 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that
2026-07-03
pandaily.com
2026-07-03
Pandaily
Gadgets
Xiaomi 18 Series Set for September Launch with 2nm Snapdragon 8 Elite Gen6 Chip
Published:
July 3, 2026
Reading Time:
2 min read
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Xiaomi’s upcoming flagship phone series will debut Qualcomm’s first 2nm chip with a split standard and Pro variant strategy to manage rising costs
Qualcomm has officially announced its 2026 Snapdragon Summi
2026-07-03
www.digitimes.com
2026-07-03
digitimes
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains,...
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2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
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2026-07-03
TipRanks
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2026-07-03
eciks.org
2026-07-03
eciks.org
Micron signs long-term memory supply deal with General Motors
Published on 2 July 2026 at 9:06 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 95 times
© Micron signs long-term memory supply deal with General Motors
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Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p
2026-07-03
en.sedaily.com
2026-07-03
Seoul Economic Daily
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2026-07-03
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2026-07-03
Seoul Economic Daily
2026-07-03
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2026-07-03
IndexBox
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2026-07-03
digitimes.com
2026-07-03
As South Korea moves to accelerate a new semiconductor cluster in the country's southwest, ruling-party officials have returned to one comparison: Kumamoto.
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.
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
Samsung Group detailed plans on July 2 to invest KRW140 trillion (US$90 billion) in display panels, batteries, chips, and chip materials in South Korea's central Chungcheong region.