Semiconductor News & Analysis Feed
1950 articles
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
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
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
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
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
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
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.tradingview.com
2026-07-03
TradingView
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TradingView
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SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
Less than 1 min read
000660
−5.68%
According to estimates from 39 analysts, SK hynix Inc. stock's average price target has risen from KRW 3458608.9 to KRW 3486814.03, with forecasts ranging from KRW 140000
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.tradingview.com
2026-07-03
TradingView
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Stock Story
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Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
3 min read
WDC
+3.42%
MTSI
+0.13%
LSCC
+1.44%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chi
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
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
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NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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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
www.businessinsider.com
2026-07-02
Business Insider
Higher prices for smartphones and laptops are coming later this year, the boss of Currys, Britain's biggest electricals retailer, has warned, as the AI data center boom soaks up the world's supply of memory chips.
Currys, a UK equivalent of Best Buy, sells laptops, phones, TVs, and appliances online and through hundreds of stores across the UK, Ireland, and the Nordic countries, generating about
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.