Semiconductor News & Analysis Feed
2491 articles
2026-07-09
digitimes.com
2026-07-09
Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
digitimes.com
2026-07-09
Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.
2026-07-09
digitimes.com
2026-07-09
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
2026-07-09
digitimes.com
2026-07-09
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
2026-07-09
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
digitimes.com
2026-07-09
Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.
2026-07-09
digitimes.com
2026-07-09
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Ford Joins Its Partner Micron on the Coveted Zacks Rank #1 (Strong Buy) List
Shaun Pruitt
Wed, July 8, 2026 at 3:49 PM PDT 5 min read
F
+0.65%
MU
+4.92%
GM
+0.20%
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Ford Motor F) has quietly become one of the more intriguing turnaround stories in the automotive sector.
Fresh off announcing a long-term strategic partnership with Micron Technology MU), F
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
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2026-07-09
www.theregister.com
2026-07-09
The Register
AI AND ML
Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks
Third-party testing shows heterogeneous compute platform combining H200s and SN50 RDUs churning out 763 tok/s in MiniMax M2.7
Tobias Mann
SYSTEMS EDITOR
1
Published Wed 08 Jul 2026 // 20:19 UTC
Intel's big bet on SambaNova appears to be paying off in a big way. This week, the AI chip
2026-07-09
www.tradingkey.com
2026-07-09
TradingKey
NVIDIA Corp (NVDA) moved up by 3.47%. The Technology Equipment sector is up by 1.98%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 0.30%; NVIDIA Corp (NVDA) up 3.47%; SanDisk Corporation (SNDK) up 3.32%.
Nvidia experienced a positive turn during the trading session, navigating significant intraday volatility to close higher. This per
2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor’s (NVTS) Russell Exit and Board Shift Reveal a Deeper Governance Repositioning?
July 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor was removed from multiple Russell indexes, including the Russell 3000E, Russell 2000 Value, and Russell Microcap, while shareholders als
2026-07-09
eetimes.com
2026-07-09
Quantum hackers won’t wait: White House orders PQC by 2030, forcing contractors and tech firms to move now.
2026-07-09
sifted.eu
2026-07-09
Sifted
French voice AI startup Gradium has raised around $30m in fresh funding, extending its seed round to over $100m seven months after launching.
The extension was backed by new investors including US chip titan Nvidia. Gradium did not share which other investors participated in the new round, and declined to share its latest valuation.
It follows a first tranche of $70m which Gradium secured at th
2026-07-09
www.cnbc.com
2026-07-09
CNBC
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2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled from a recent social post: “We have to be careful.”
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The immediate trigger is SK Hynix’s roughly $28 billion American Depositary Receipts (ADR) upcoming listing on the NASDAQ, which would rank as the