Semiconductor News & Analysis Feed
1539 articles
2026-07-05
news.google.com
2026-07-05
Quiver Quantitative
2026-07-05
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2026-07-05
Seeking Alpha
2026-07-05
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2026-07-05
Insider Monkey
2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
MarketBeat
2026-07-05
digitimes.com
2026-07-05
Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.
2026-07-05
digitimes.com
2026-07-05
Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me
2026-07-05
news.google.com
2026-07-05
TipRanks
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Meta (META) Announce Multi-Generation Data Center CPU Supply Agreement
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
META
-2.02%
QCOM
+1.96%
Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta's se
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
news.google.com
2026-07-04
TradingView
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-04
www.foreignpolicyjournal.com
2026-07-04
foreignpolicyjournal.com
Shares of wireless chipmaker Qualcomm (NASDAQ: QCOM) fell as much as 4.5% in afternoon trading after SpaceX CEO Elon Musk publicly denied reports that his company was developing an AI device using Qualcomm’s Snapdragon chip.
The initial reports of a partnership between SpaceX and Qualcomm had fueled significant optimism among investors about new growth avenues for the chipmaker’s technology.
Sub
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
ANSYS Inc., US0357101090
ANSYS Inc. highlights its simulation software strength as a digital engineering leader
Veröffentlicht: 03.07.2026 um 19:14 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
ANSYS Inc. is a key player in engineering simulation software, supporting complex product development across industries from aerospace to semiconductors. The compan
2026-07-04
www.benzinga.com
2026-07-04
Benzinga
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Are We Paying Too Much for Applied Materials (AMAT)?
Soumya Eswaran
Fri, July 3, 2026 at 7:17 AM PDT 3 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le