Semiconductor News & Analysis Feed
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2026-07-04
pandaily.com
2026-07-04
Pandaily
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Semiconductor Prices Skyrocket as AI Demand Fuels Industry-Wide Chip Shortage
Published:
July 4, 2026
Reading Time:
3 min read
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Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
July 1, 2026 marked the beginning of a broad-based s
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.phoronix.com
2026-07-04
Phoronix
Linux 7.2-rc2 Raising The Default RISC-V 64-bit CPU Limit To 256 Cores
Written by Michael Larabel in RISC-V on 4 July 2026 at 06:09 AM EDT. 3 Comments
A post merge-window change that landed in Linux Git overnight ahead of tomorrow's Linux 7.2-rc2 release is bumping the default limit on the number of supported CPU cores for RISC-V 64-bit. Now by default Linux will support up to 256 cores with RISC-
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
news.google.com
2026-07-04
WNWN-FM
2026-07-04
kfgo.com
2026-07-04
The Mighty 790 KFGO
July 4 (Reuters) – SK Hynix is considering paying about 0.5% of the proceeds from its U.S. listing to banks working on the deal, Bloomberg News reported on Saturday citing people familiar with the matter.
• The South Korean chipmaker has indicated it could issue up to 2.5% of its outstanding shares, although the final size of the offering has not been determined, the report said.
• SK Hyni
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
tomshardware.com
2026-07-04
Hassam Nasir
Brand Twitter might actually be enjoyable for once.
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Japan’s Fire Hydrant Sign Co., Ltd. has demonstrated an expansive Wi-Fi network that melds its established infrastructure of street signs with Starlink satellite broadband antennas.
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
news.google.com
2026-07-04
nippon.com
2026-07-04
www.chartmill.com
2026-07-04
ChartMill
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QUALCOMM INC (NASDAQ:QCOM) Earns Top Spot on Best Dividend Stocks Screener
By Mill Chart – Last update: Jul 4, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(186.56 ▲ 1.96%)
QUALCOMM INC (NASDAQ:QCOM) has been flagged by our "Best Dividend Stocks" screener, a tool designed to cut through the noise and identify companies that offer an attractive balance of
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
In a report released today, Tammy Qiu from Berenberg Bank maintained a Buy rating on Infineon Technologies AG, with a price target of €100.00.
According to TipRanks, Qiu is ranked #148 out of 12296 analysts.
In addition to Berenberg Bank, Infineon Technologies AG also received a Buy from Deutsche Bank ‘s Johannes Schaller CFA in a report issued yesterday. However, on the same day, UBS maintained
2026-07-04
www.chosun.com
2026-07-04
조선일보
By Choi Eun-kyung
Published 2026.07.04. 18:26
Updated 2026.07.06. 09:19
U.S. memory semiconductor company Micron Technology has begun expanding production facilities for next-generation memory for artificial intelligence (AI) at its Hiroshima plant in Japan. Amid a surge in demand for high-bandwidth memory (HBM) for AI servers, Micron is being evaluated as making a full-fledged pursuit of the HB
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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Reuters
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SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
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Cerebras Systems Accelerates E
2026-07-04
www.aninews.in
2026-07-04
ANI News
India aims to move beyond chip design as global semiconductor industry doubles by 2030: Equirus
ANI | Updated: Jul 04, 2026 14:02 IST
New Delhi [India], July 4 (ANI): India is moving beyond its long-standing role as a global chip design hub and beginning to build domestic semiconductor manufacturing capabilities, as the artificial intelligence (AI) boom and a global reordering of semiconductor s
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
__fail__
2026-07-04
aimagazine.com
2026-07-04
AI Magazine
The historical grounds at Wimbledon attract roughly half a million fans each year, with hundreds of millions of global audience watching digitally.
With the 2026 tournament starting today, IBM and the All England Lawn Tennis Club (AELTC) have revealed how AI-powered technology is transforming fan engagement at Wimbledon whilst preserving the tournament's 150-year heritage and traditions.
The AEL