Semiconductor News & Analysis Feed
20382 articles
2026-07-07
futurumgroup.com
2026-07-07
The Futurum Group
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2026-07-07
en.sedaily.com
2026-07-07
Seoul Economic Daily
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2026-07-07
www.digitimes.com
2026-07-07
digitimes
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack
Ananya Gairola
Mon, July 6, 2026 at 4:31 PM PDT 6 min read
NVDA
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Venture capitalist Jason Cal
2026-07-07
investingnews.com
2026-07-07
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production.
Micron is increasing output of key automotive memory solutions with
2026-07-07
techcrunch.com
2026-07-07
TechCrunch
South Korean memory chipmaker SK Hynix, rival to Samsung and U.S.-based Micron, is planning to sell nearly 17.8 million shares in a U.S. IPO, the company said on Monday. Should its shares sell well (and there’s indication that they will), the company could raise around $28 billion, based on SK Hynix’s closing share price last Friday in Seoul, Bloomberg reports.
SK Hynix will be offering American
2026-07-07
uk.finance.yahoo.com
2026-07-07
Yahoo Finance UK
SpaceX joins Nasdaq 100, SK Hynix makes US debut: What to Watch
Yahoo Finance Video and Josh Lipton
Mon, 6 July 2026 at 4:00 pm GMT-7
SPCX
-0.78%
000660.KS
+5.30%
IVZ
-1.35%
QQQ
+0.28%
^NDX
+0.27%
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, July 7, including SpaceX (SPCX) joining the Nasdaq 100 (^NDX) while SK Hynix (000660.KS) making its
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
Weixin Lin
Mon, July 6, 2026 at 3:52 PM PDT 3 min read
LSCC
+1.44%
AVGO
+4.83%
MU
+1.11%
AAPL
+0.88%
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Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
What Happened?
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3% in the morning session after the semicondu
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Michael Williams
Mon, July 6, 2026 at 3:49 PM PDT 5 min read
INTC
-0.14%
NVDA
+3.65%
QCOM
+1.96%
2330.TW
-2.03%
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Quick Read
SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate.
Intel (INTC) jumped 226%
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC | INTC Price Prediction). That absence is baked into the fund’s mandate.
Video Muted
What SMHX Actually Owns
SMHX is issued by VanEck an
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Himax, Western Digital, and onsemi Shares Skyrocket, What You Need To Know
Jabin Bastian
Mon, July 6, 2026 at 3:36 PM PDT 4 min read
AVGO
+3.90%
MU
+7.29%
WDC
+6.70%
ON
+6.99%
AAPL
+0.38%
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What Happened?
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bulli
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
As the artificial intelligence (AI) infrastructure investment boom deepens a memory semiconductor shortage, the world's top three memory manufacturers are entering a full-scale expansion race. With South Korea, the U.S., Japan, and even China joining the fray, a global battle for semiconductor supremacy is heating up.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Lockridge Okoth
Mon, July 6, 2026 at 3:30 PM PDT 3 min read
NVDA
+3.65%
4062.T
+2.20%
009150.KS
+0.95%
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Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028.
The c
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Texas Instruments and Impinj Stocks Trade Up, What You Need To Know
Petr Huřťák
Mon, July 6, 2026 at 3:28 PM PDT 4 min read
AVGO
+4.83%
TXN
+2.73%
MU
+1.11%
PI
+3.63%
AAPL
+0.88%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall S
2026-07-07
wkzo.com
2026-07-07
WKZO
July 6 (Reuters) – Syntiant Corp, a semiconductor and AI software company focused on “physical AI”, filed for a U.S. initial public offering on Monday, seeking to capitalize on investor enthusiasm for AI and computing.
The listing is the latest in a string of AI-related IPOs this year, amid a broader revival in the U.S. IPO market as companies seek to capitalize on growing investor confidence
2026-07-07
www.tradingview.com
2026-07-07
TradingView
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Weekly Recap: ADS offering, Nasdaq listing and Cheongju 100T investment
Weekly Recap: ADS offering, Nasdaq listing and Cheongju 100T investment
1 min read
000660
+5.30%
SK hynix Inc. (KRX:000660) is pursuing a Nasdaq ADS listing and $28–29B share offering to fuel HBM and AI chip capacity — financing fabs, US gas supply and packaging — as demand, record semiconductor exports a
2026-07-07
eetimes.com
2026-07-07
Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.
2026-07-07
www.koreajoongangdaily.com
2026-07-07
Korea JoongAng Daily
Global memory chip shortage fuels race between Korea, the United States and China
Micron’s Japan expansion, Korea’s massive fab plan and China’s rapid gains show how AI-driven memory shortages are turning chip investment into a geopolitical competition.
News Team
PUBLISHED July 7, 2026 - 7:00 a.m.
The Micron logo is shown in this illustration from June 11. REUTERS/YONHAP
A deepening memory-chip
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
__fail__
2026-07-07
newsletter.semianalysis.com
2026-07-07
SemiAnalysis
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access
DANIEL NISHBALL, CHEANG KANG WEN, ZANE FONG, AND 5 OTHERS
JUL 07, 2026
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