Semiconductor News & Analysis Feed
2436 articles
2026-07-23
www.cnbc.com
2026-07-23
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2026-07-23
247wallst.com
2026-07-23
24/7 Wall St.
The AI infrastructure story at Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) keeps compounding. After landing a landmark 6 gigawatt OpenAI deployment last fall and a 6 GW Meta partnership earlier this year, AMD added Microsoft to the marquee.
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On July 20, 2026, the companies announced that Microsoft Azure will deploy the AMD Helios Rackscale Solution with Instinct MI455 G
2026-07-22
247wallst.com
2026-07-22
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) delivered Q2 2026 revenue of $40.20 billion, up 36% year over year, with gross margin of 67.7% and net income growth of 77.4%.
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Shares are up 40.43% year to date against just 9.73% for the S&P 500. Can TSMC hit $1,000 per share by 2031 and outperform the index over the next five years?
Why TSMC Shares Pulled Back De
2026-07-22
tomshardware.com
2026-07-22
Luke James
BNEF's December outlook put 2035 demand at 106 GW, and that figure was itself 36% above the projection the firm published in April 2025.
2026-07-22
247wallst.com
2026-07-22
24/7 Wall St.
2026-07-22
finance.yahoo.com
2026-07-22
Yahoo Finance
Can NVIDIA's Sovereign AI Push Unlock New Revenue Streams Now?
Anirudha Bhagat
Wed, July 22, 2026 at 5:46 AM PDT 4 min read
NVDA
+2.53%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation NVDA is expanding beyond traditional cloud customers by targeting sovereign artificial intelligence (AI) projects, a fast-growing market where governments build domestic AI infrastructure to strengthe
2026-07-22
dallasinnovates.com
2026-07-22
Dallas Innovates
2026-07-22
news.google.com
2026-07-22
BusinessLine
2026-07-22
www.marketscreener.com
2026-07-22
marketscreener.com
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2026-07-22
tomshardware.com
2026-07-22
Luke James
Electricity, particularly green power, and memory will be the world's two scarcest resources over the next decade, Chen said.
2026-07-22
news.google.com
2026-07-22
AI Magazine
2026-07-22
www.rediff.com
2026-07-22
Rediff
IIT Madras is spearheading India's semiconductor future by hosting the 3rd Digital India RISC-V Symposium 2026, bringing together key stakeholders to advance indigenous processor technologies and establish the nation as a global semiconductor innovation hub.
Photograph: ANI Photo
Key Points
IIT Madras to host the 3rd Digital India RISC-V Symposium 2026, fostering semiconductor innovation.
The sym
2026-07-22
evertiq.com
2026-07-22
Evertiq
© `Pexels
General | July 22, 2026
Apple overtakes Nvidia again to become the world's most valuable company
Bartłomiej Nowak
Apple has once again become the world's most valuable publicly traded company - according to Reuters. The iPhone maker has overtaken Nvidia, which had held the top spot for nearly a year thanks to the artificial intelligence boom. Apple is now valued at about USD 4.88 trillio
2026-07-22
www.newelectronics.co.uk
2026-07-22
New Electronics
www.newelectronics.co.uk
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2026-07-22
www.koreatimes.co.kr
2026-07-22
The Korea Times
Min Kyung-kwon, head of a shareholder advocacy group representing individual investors, speaks during a press conference near the National Assembly in Seoul, June 1. Yonhap
A shareholder advocacy group representing individual investors on Wednesday filed criminal complaints against the chief executives of Samsung Electronics and SK hynix, claiming profit-linked bonus agreements reached with labor
2026-07-22
www.businessinsider.com
2026-07-22
Business Insider
South Korea's stock market has been one of the world's hottest this year, but analysts at GlobalData.TS Lombard say investors should temper their expectations.
Industry titans Samsung Electronics and SK Hynix have benefited from soaring prices caused by supply shortages. But the pace of price increases is easing and expanding Chinese capacity could intensify competition.
In contrast, the researc
2026-07-22
www.tweaktown.com
2026-07-22
TweakTown
NVIDIA's Vera CPU is built for the agentic AI era, and this week the company has lifted the lid on its internal performance data. And there's a lot to get through with performance data covering memory bandwidth and latency, application-specific performance, IPC performance for Vera's Olympus cores, as well as agentic AI performance. Most comparisons pit Vera against AMD's EPYC Turin 'Zen 5' x86 CP
2026-07-22
www.tweaktown.com
2026-07-22
TweakTown
First NVIDIA Vera Rubin NVL72 benchmarks show 10X improvement over Grace Blackwell
CoreWeave ran the same DeepSeek-R1 benchmark on both Vera Rubin NVL72 and Grace Blackwell NVL72 systems and found a 10X improvement in one key area.
VIEW GALLERY - 2
Kosta Andreadis
Senior Editor
Published Jul 22, 2026 12:26 AM CDT
1-minute read time
TL;DR: CoreWeave's DeepSeek-R1 runs show Vera Rubin NVL72 delive
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
Infineon, Stages
Infineon Stages a Sharp Rebound as Chip Sector Sentiment Shifts Overnight
Published on 07/22/2026 at 06:33 | Redaktion boerse-global.de
Infineon reclaims DAX top spot with 6.77% surge as TSMC price hike, AI data center deals, patent victory, and €5B fab drive sector rebound.
Infineon Stages a Sharp Rebound as Chip Sector Sentiment Shifts Overnight Illustration mit AI erstellt üb
2026-07-22
www.moomoo.com
2026-07-22
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown