Semiconductor News & Analysis Feed
21144 articles
2026-07-01
focustaiwan.tw
2026-07-01
Focus Taiwan
Taipei, July 1 (CNA) Shares in Taiwan closed sharply higher Wednesday, extending gains from the previous session, as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) finished at the day's high after its American depositary receipts (ADRs) posted strong gains overnight, dealers said.
Following a 2.50 point increase Tuesday, the Taiex, the Taiwan Stock Exchange's benchmark index, en
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
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Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
taiwaninsight.org
2026-07-01
Taiwan Insight
TAIWAN’S CHIP CLASSROOMS CAN POWER INDIA’S SEMICONDUCTOR DREAM
1 July 2026
Chee-Hann Wu
India, semiconductors, South Asia Leave a comment
Written by Anand Chauhan.
Image credit: Political Deputy Minister Dr. Mon-chi Lio and AICTE Chairman Prof. T.G. Sitharam, at the Indo-Taiwan Educational Cooperation Forum on Semiconductors by the Ministry of Education.
India’s semiconductor dream will not
2026-07-01
news.google.com
2026-07-01
ET Telecom
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Forum Financial Management LP cut its Texas Instruments stake by 63.9% in the first quarter, selling 5,570 shares and leaving it with 3,148 shares worth about $611,000.
Texas Instruments insiders have also been selling shares, inclu
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
__fail__
2026-07-01
eetimes.com
2026-07-01
EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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2026-07-01
straitsresearch.com
2026-07-01
Straits Research
The quantum chip market size was valued at USD 156.10 million in 2025 and is projected to grow from USD 208.10 million in 2026 to USD 2,070 million by 2034 at a CAGR of 33.30% during the forecast period (2026–2034). North America dominated the quantum chip market with a market share of 44.80% in 2025.
2026-07-01
www.scmp.com
2026-07-01
South China Morning Post
Singapore
AsiaSoutheast Asia
Singapore seizes US$42.4 million bungalow linked to Nvidia chip fraud
Police have issued a prohibition of disposal order against the mansion and seized about US$770,000 as part of the probe
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Published: 3:40pm, 1 Jul 2026Updated: 4:33pm, 1 Jul 2026
Singapore authorities have seized a so-called Good Class Bungalow (G
2026-07-01
semiengineering.com
2026-07-01
Semiconductor Engineering
In next-generation silicon, AI can interpret system behavior at scale, but only if observability is designed into the fabric as a first-class architectural capability.
Experts At The Table: In-silicon observability—also known as on-die or on-chip visibility—is becoming increasingly important for managing the performance, reliability, and security of today’s high-performance systems. Semiconductor
2026-07-01
finance.biggo.com
2026-07-01
BigGo Finance
The AI computing arms race is spreading from chip design into foundational manufacturing and interconnect architectures. South Korea's government and its two memory titans recently unveiled an unprecedented semiconductor investment plan, while parallel industry discussions about "optical HBM" breaking the memory wall are setting the stage for a shakeup in the global memory and AI hardware supply c
2026-07-01
legaldesire.com
2026-07-01
Legal Desire Media and Insights
Baker McKenzie advised Synaptics Incorporated (NASDAQ: SYNA) on its agreement to be acquired by onsemi (NASDAQ: ON) in an all-stock transaction valuing Synaptics at an enterprise value of approximately $7 billion.
Led by partners Leif King, Aarthi Belani, Derek Liu, and Piotr Korzynski, the Baker McKenzie team includes:
Corporate & M&A: Devin Muntz, David Fronckowiak, Alyssa Dickinson, Nick Neut
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Less than 1 min read
ENPH
−3.50%
Enphase Energy (ENPH) jumped ~15.8% premarket after an analyst named it a preferred pick; traders cited rising power costs and El Niño boosting solar and battery demand.
1
Enphase Energy develops IQ SST
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
www.twelfthmagpie.com
2026-07-01
twelfthmagpie.com
Home » Investing Articles » Will SpaceX, Nvidia, or Alphabet be the first $10trn stock?
WILL SPACEX, NVIDIA, OR ALPHABET BE THE FIRST $10TRN STOCK?
SpaceX stock’s tipped to soar in the years ahead. But can it beat Nvidia and Alphabet to a market-cap of $10trn given its size today?
Posted by
Edward Sheldon, CFA
❯
Published 1 July, 8:05 am BST
NVDA
GOOG
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Image source: Getty Images
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2026-07-01
www.tradingview.com
2026-07-01
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MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
2 min read
MU
−4.71%
KEY POINTS:
Micron reported blowout quarterly results last week and said memory demand will remain elevated in the years to come.
Micron’s commitment to Trump Accounts is the single biggest by
2026-07-01
fortune.com
2026-07-01
Fortune
Nvidia may be worth $4.8 trillion, but its employees still have to pay up at the company cafeteria.
The chipmaker fueling the AI boom, led by CEO Jensen Huang, is the most valuable company in the world by market cap, towering above other tech giants like Google, Apple, and Amazon. But that doesn’t mean the company is giving away lunch for free.
Gergely Orosz, a software engineer and author of th
2026-07-01
www.airliquide.com
2026-07-01
Air Liquide
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Air Liquide invests over 170M USD in the U.S. to support SK hynix’s ambition to build a global AI memory ecosystem
Paris, France, July 01, 2026 Press Releases Group Industry
As part of a long-term contract, Air Liquide will build, own and operate two new production units in the state of Indiana to deliver ultra-pure gases to the first U.S. fab of SK hynix, a South Korean globa