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(HBM) and the Role of Price-Sensitive Allocations - Stock Traders Daily

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news.google.com 2026-07-12 Stock Traders Daily

QuantumDiamonds sets up Asia HQ in Taiwan, installs first regional system at iST

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digitimes.com 2026-07-11

Backed by support from the European Chips Act, German quantum startup QuantumDiamonds has completed a financing round totaling EUR91 million (approx. US$104.1 million), a move expected to deepen its presence in the three major semiconductor markets and speed the rollout of diamond-based quantum sensing technology into wafer fabs worldwide.

S&P 500, Nasdaq End Week Higher Following Strong SK Hynix Debut — META, SKHVY, CRCL, BA, DAL In Focus - Yahoo Finance

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finance.yahoo.com 2026-07-11 Yahoo Finance

S&P 500, Nasdaq End Week Higher Following Strong SK Hynix Debut — META, SKHVY, CRCL, BA, DAL In Focus - Stocktwits

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stocktwits.com 2026-07-11 Stocktwits

How to Play SKHY Stock Following the SK Hynix IPO - Barchart.com

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www.barchart.com 2026-07-11 Barchart.com

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Semiconductor Industry SK Hynix IPO AI Chips DRAM Memory High-Bandwidth Memory Nasdaq Listing AI Infrastructure

Tencent is reportedly in talks to acquire Manus from Meta, following Beijing intervention

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tomshardware.com 2026-07-10 Jowi Morales

Manus is effectively cut off from Meta, but someone still has to pay back the $2 billion it spent on the startup.

AI chip Artificial Intelligence Semiconductor US-China tech rivalry Tencent Meta Manus AI investment

Infineon Flips the Script: Price Hikes and Allocation Warnings Signal a Tightening Chip Market - AD HOC NEWS

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www.ad-hoc-news.de 2026-07-10 AD HOC NEWS

SK Hynix ADR Allocation to Key Investors Said to Be Scaled Back - Bloomberg.com

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www.bloomberg.com 2026-07-10 Bloomberg.com

Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

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digitimes.com 2026-07-10

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.

TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

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digitimes.com 2026-07-10

TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly output will reach at least 200,000 wafers in 2027. Equipment makers are still waiting for TSMC to finalize order allocation, a delay that is raising fears of price-cutting competition and delivery delays, as lead times run at least seven to nine months.

ON Semiconductor (ON) Stock Could Be 30% Expensive Following Its $7b AI Deal - simplywall.st

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simplywall.st 2026-07-10 simplywall.st

Is ON Semiconductor (ON) Fully Valued Following Index Inclusion And Its Synaptics Deal? - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance

AMD Tops $900 Billion Market Capitalization Again — Can It Follow Micron To $1 Trillion Valuation? - Stocktwits

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stocktwits.com 2026-07-09 Stocktwits

Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses - 24/7 Wall St.

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247wallst.com 2026-07-09 24/7 Wall St.