Semiconductor News & Analysis Feed
21513 articles
2026-07-03
digitimes.com
2026-07-03
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
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
Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.
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
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
digitimes.com
2026-07-03
Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
2026-07-03
www.digitimes.com
2026-07-03
digitimes
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred...
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2026-07-03
biz.chosun.com
2026-07-03
Chosunbiz
By
Kwon Woo-seok
Published 2026.07.03. 08:27
Brokerages are raising their target prices for Samsung Electronics ahead of its earnings release on the 7th. While short-term results may dip slightly due to recognition of labor-management compensation expenses, analysts said attention should be on the recovery of high-bandwidth memory (HBM) competitiveness and improved long-term profitability.
Lee
2026-07-03
www.msn.com
2026-07-03
MSN
In the latest trading session, Texas Instruments (TXN) closed at $293.08, marking a -1.79% move from the previous day. Elsewhere, the Dow gained 1.14%, while the tech-heavy Nasdaq lost 0.8%.
The stock of chipmaker has fallen by 3.3% in the past month, leading the Computer and Technology sector's loss of 5.47% and undershooting the S&P 500's loss of 1.43%.
The investment community will be closely
2026-07-03
news.google.com
2026-07-03
KTVB
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) Lands Nvidia And SoftBank Backing As AI Bull Case Builds
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA and SoftBank have taken substantial equity stakes in Intel, backing the company’s foundry turnaround and AI ambitions.
These investments follow an operational rebound under CEO Lip-Bu Tan and fresh attentio
2026-07-03
www.thewirechina.com
2026-07-03
The Wire China
www.thewirechina.com
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2026-07-03
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2026-07-03
GuruFocus
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2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
www.digitaljournal.com
2026-07-03
Digital Journal
www.digitaljournal.com
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2026-07-03
mlq.ai
2026-07-03
MLQ.ai
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure
Maham Fatima
Thu, July 2, 2026 at 3:12 PM PDT 1 min read
DOX
-1.82%
Trade Amdocs on Coinbase
Trading disclosure
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac