Semiconductor News & Analysis Feed
148 articles
2026-07-10
digitimes.com
2026-07-10
Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company back toward the top of the NAND industry.
2026-07-10
digitimes.com
2026-07-10
Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia market cap sheds $1 trillion: It's more of a rotation than a correction
Yahoo Finance Video and Brian Sozzi
Wed, July 8, 2026 at 7:32 AM PDT
NVDA
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Over $1 billion in Nvidia's (NVDA) market cap has been erased over the past two months.
StockBrokers.com director of investor research Jessica Inskip joins the Opening Bid panel in
2026-07-08
www.chartmill.com
2026-07-08
ChartMill
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Semiconductor Equipment Stocks Face a Pivotal Test as High Valuations Meet Unmatched Profitability
By Mill Chart – Last update: Jul 8, 2026
Quotes Stocks Mentioned
Article Mentions:
LRCX
(346.10 ▲ 4.90%)
ASML
(1,775.64 ▲ 2.87%)
TER
(353.23 ▲ 3.55%)
AMAT
(595.70 ▲ 3.53%)
Semiconductor equipment stocks occupy a unique position in the current market environment. A
2026-07-08
www.chartmill.com
2026-07-08
ChartMill
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USA
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Nasdaq
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LRCX
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Semiconductor Equipment Stocks Face a Pivotal Test as High Valuations Meet Unmatched Profitability
By Mill Chart – Last update: Jul 8, 2026
Quotes Stocks Mentioned
Article Mentions:
LRCX
(346.10 ▲ 4.90%)
ASML
(1,775.64 ▲ 2.87%)
TER
(353.23 ▲ 3.55%)
AMAT
(595.70 ▲ 3.53%)
Semiconductor equipment stocks occupy a unique position in the current market environment. A
2026-07-08
www.moomoo.com
2026-07-08
Moomoo
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Goldman Sachs remains cautious about Taiwan Semiconductor's (TSM.US) progress on glass core substrates (GCS), whil
2026-07-08
digitimes.com
2026-07-08
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.
2026-07-06
digitimes.com
2026-07-06
The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.
2026-07-06
digitimes.com
2026-07-06
Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.
2026-07-04
autonews.gasgoo.com
2026-07-04
Gasgoo
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Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Infineon
Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Edited by Betty From Gasgoo
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July 4 , 2026 12:48 BJT
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Gasgoo Munich- Infineon Technologies AG has officially commissioned its Smart Power
2026-07-02
hypepotamus.com
2026-07-02
Hypepotamus
Home // The world needs faster chip design. Falcomm is proving Atlanta has the engineering muscle to build it
ATLANTA (June 29) Hypepotamus – There’s an office on Peachtree Street in Midtown Atlanta where a team of engineers are rewriting the rules of wireless communication and the chips that drive our modern world.
That team is with Falcomm, a fast-growing fabless semiconductor startup whose p
2026-07-02
en.yna.co.kr
2026-07-02
Yonhap News Agency
This will let Google show Yonhap news articles that match or are related to your search
SEOUL, July 2 (Yonhap) -- An industrywide 392 trillion-won (US$252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intell
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
This undated file photo shows SK hynix Inc.'s factory in Cheongju, 113 kilometers south of Seoul. (SK hynix Inc.)
An industrywide 392 trillion-won ($252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intelligence-l
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
An artist's rendering of SK hynix's P&T7 packaging fab in Cheongju, North Chungcheong Province / Courtesy of SK hynix
An industrywide 392 trillion-won ($252.5 bil.) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics and SK hynix, as part of the government's drive to spread artificial intelligenc
2026-07-02
en.yna.co.kr
2026-07-02
Yonhap News Agency
This will let Google show Yonhap news articles that match or are related to your search
SEOUL, July 2 (Yonhap) -- An industrywide 392 trillion-won (US$252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intell
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
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META
+2.55%
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Quick Read
NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
2026-06-30
via.tt.se
2026-06-30
Via TT
Allegro DVT Plays a Pivotal Role in Groundbreaking CHASSIS Automotive Base Die Development
30.6.2026 14:15:00 CEST | Business Wire | Press Release
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Allegro DVT announced its contribution to the European CHASSIS program's implementation of the Automotive Base Die chiplet. The 5nm chiplet is set to revolutionize the automotive semiconductor landscape, laying the foundation for the open and s
2026-06-30
digitimes.com
2026-06-30
Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries and 299 cities. The number of companies is up 5.3% from the prior year, while total global unicorn value has surged 43% year on year to US$8 trillion, far outpacing growth in the number of companies.