Semiconductor News & Analysis Feed
1949 articles
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
Rapidus President Atsuyoshi Koike, whose company aims to domesticate next-generation semiconductor production, spoke at a seminar hosted by the Japan Productivity Center in Karuizawa, Nagano Prefecture, on the 8th. Regarding the cutting-edge 2-nanometer (a nano is one-billionth) semiconductors scheduled for mass production in 2027, he explicitly stated that the sales price would be set at a level
2026-07-09
digitimes.com
2026-07-09
Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher prices and AI-driven memory shortages that kept demand strong through the second quarter.
2026-07-09
digitimes.com
2026-07-09
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
2026-07-09
digitimes.com
2026-07-09
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
2026-07-09
digitimes.com
2026-07-09
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.
2026-07-09
digitimes.com
2026-07-09
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price drops
Yahoo Finance Video
Wed, July 8, 2026 at 1:04 PM PDT
NVDA
+4.06%
AVGO
+1.32%
CL=F
+0.92%
AAPL
-0.77%
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Trading disclosure
Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO)
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)
Fatima Gulzar
Wed, July 8, 2026 at 11:48 AM PDT 1 min read
AMAT
+3.53%
EL.PA
-0.55%
META
+0.66%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026.
On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Material
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Micron Technology (MU) CEO on How Tough Price Negotiations by Customers Contributed to Memory Shortage
Fatima Gulzar
Wed, July 8, 2026 at 12:32 PM PDT 2 min read
MU
+4.92%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best Stocks to Buy for the Second Half of 2026.
On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotr
2026-07-09
uk.finance.yahoo.com
2026-07-09
Yahoo Finance UK
Micron Technology (MU) CEO on How Tough Price Negotiations by Customers Contributed to Memory Shortage
Fatima Gulzar
Wed, 8 July 2026 at 12:32 pm GMT-7 2 min read
MU
+4.92%
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best Stocks to Buy for the Second Half of 2026.
On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said aggressive customer pricing pres
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-09
news.bloomberglaw.com
2026-07-09
Bloomberg Law News
Renesas Electronics Corp. settled its dispute with a patent licensing firm over semiconductor devices used in products for Honda and Toyota vehicles.
Renesas and MR Licensing LLC requested the US District Court for the Eastern District of Texas on Tuesday for a 30-day stay so that they can finalize the agreement and file dismissal papers.
Monterey Research LLC sued Renesas and Denso Corp. in 20
2026-07-09
news.bloomberglaw.com
2026-07-09
Bloomberg Law News
Renesas Electronics Corp. settled its dispute with a patent licensing firm over semiconductor devices used in products for Honda and Toyota vehicles.
Renesas and MR Licensing LLC requested the US District Court for the Eastern District of Texas on Tuesday for a 30-day stay so that they can finalize the agreement and file dismissal papers.
Monterey Research LLC sued Renesas and Denso Corp. in 20
2026-07-09
sifted.eu
2026-07-09
Sifted
French voice AI startup Gradium has raised around $30m in fresh funding, extending its seed round to over $100m seven months after launching.
The extension was backed by new investors including US chip titan Nvidia. Gradium did not share which other investors participated in the new round, and declined to share its latest valuation.
It follows a first tranche of $70m which Gradium secured at th
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
ASML Holding N.V. (ASML) Price Target Raised by Jefferies on Strong Semiconductor Outlook
Neha Gupta
July 8, 2026 1 min read
ASML.AS
-0.41%
ASML
+0.03%
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ASML Holding NV (NASDAQ: ASML) is one of the AI stocks on Wall Street's radar. On July 2, Jefferies reiterated a Buy rating on ASML Holding NV (NASDAQ:ASML) and raised the price target to €1,560 from €1,26
2026-07-08
ca.finance.yahoo.com
2026-07-08
Yahoo! Finance Canada
Cantor Fitzgerald Lifts Texas Instruments Inc (TXN) Price Target. Here’s Why
Neha Gupta
Wed, July 8, 2026 at 8:32 a.m. PDT 2 min read
TXN
+2.34%
Texas Instruments Inc (NASDAQ:TXN) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. Texas Instruments stock was a fresh addition to David Greenspan's equity portfolio during the Q1 2026 period. This semiconductor stock
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cantor Fitzgerald Lifts Texas Instruments Inc (TXN) Price Target. Here’s Why
Neha Gupta
Wed, July 8, 2026 at 8:32 AM PDT 2 min read
TXN
+2.34%
Trade TXN on Coinbase
Trading disclosure
Texas Instruments Inc (NASDAQ:TXN) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. Texas Instruments stock was a fresh addition to David Greenspan's equity portfolio during the Q1
2026-07-08
tomshardware.com
2026-07-08
Zak Killian
The global AI memory squeeze is pricing cheap phones out of existence and forcing mid-range devices to compromise on hardware.
2026-07-08
www.morningstar.com
2026-07-08
Morningstar
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Rigaku Opens "Rigaku Solutions Center Osaka" to Strengthen Global Semiconductor Metrology Service Capabilities
Rigaku Opens "Rigaku Solutions Center Osaka" to Strengthen Global Semiconductor Metrology Service Capabilities
Provided by Business Wire Jul 8, 2026, 11:00:00 PM
Rigaku Opens "Rigaku Solutions Center Osaka" to Strengthen Global Semiconductor Metrology Service Cap