Semiconductor News & Analysis Feed
43 articles
2026-07-16
drrobertcastellano.substack.com
2026-07-16
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-14
digitimes.com
2026-07-14
The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years.
2026-07-14
news.google.com
2026-07-14
AOL.com
2026-07-13
news.google.com
2026-07-13
EE Times
2026-07-13
eetimes.com
2026-07-13
Pablo Valerio
The RISC-V open standard and the emergence of RVA23 silicon now provide the necessary flexibility and modularity without the limitations of traditional proprietary systems.
2026-07-11
eetimes.com
2026-07-11
Meet Alok Jain, the reluctant manager who turned Cadence India into a chip-design powerhouse—and see why AI is his next bet.
2026-07-08
autonews.gasgoo.com
2026-07-08
Gasgoo
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[Gasgoo Express] BYD Semiconductor BMS AFE Chip Shipments Exceed 100 Million Units; Official Denies Rumor That NEV Smart Driving Chip Localization Rate Must Not Be Lower Than 70%
BYD
[Gasgoo Express] BYD Semiconductor BMS AFE Chip Shipments Exceed 100 Million Units; Official Denies Rumor That NEV Smart Driving Chip Localization Rate Must Not Be Lower Than 70%
Edited by Taylor From Ga
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
Geneva Partners LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Geneva Partners LLC opened a new position in Taiwan Semiconductor Manufacturing, buying 14,845 shares valued at about $5.0 million in the first quarter.
Wall Street sentiment remains broadly positive, with multiple analysts reite
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
It seems like a never-before-seen engineering sample for AMD's last-gen Radeon RX 7900 XTX has just popped up online, featuring specs that indicate it's a binned down model.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Anthony Di Pizio, The Motley Fool
Wed, July 1, 2026 at 2:20 AM PDT 6 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
For the first time, the company became the top vendor by revenue in data center Ethernet switches — the networking gear that helps connect AI chips inside data centers, according to market research firm IDC.
This market is growing fast because cloud giants and other large businesses are pouring hundreds of billions into building out AI data centers. IDC research vice president Paul Nicholson call
2026-06-25
digitalhealthwire.com
2026-06-25
Digital Health Wire
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