Semiconductor News & Analysis Feed
2492 articles
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-07
semiengineering.com
2026-07-07
Laura Peters
Having a device that works at time zero is no longer a guarantee of reliability over it...
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
2026-07-07
digitimes.com
2026-07-07
Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.
2026-07-07
digitimes.com
2026-07-07
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack
Ananya Gairola
Mon, July 6, 2026 at 4:31 PM PDT 6 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Venture capitalist Jason Cal
2026-07-07
eetimes.com
2026-07-07
Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The Nasdaq Composite (
^IXIC
+0.20%
) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (
^GSPC
0.28%
) rose 0.72% to 7,537.43 and the Dow Jones Industrial Average (
^DJI
1.09%
) climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone.
Gold prices rose 1.23% to $4,176.30 as of U.S. market close, while the 10-Year Treasury yield edged up 0.01% to
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Stock Market Today, July 6: Semiconductor Momentum Lifts Nasdaq as Dow Closes Above 53,000
Eric Trie, The Motley Fool
Mon, July 6, 2026 at 2:41 PM PDT 3 min read
^IXIC
+0.20%
TSLA
-2.19%
MU
+1.11%
ESI
+2.00%
^GSPC
-0.28%
Explore stocks on Coinbase
Trading disclosure
The Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (SNPINDEX:^GS
2026-07-07
www.gurufocus.com
2026-07-07
GuruFocus
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
What to Expect From Nvidia Stock in July 2026: Recovery or Another Leg Down?
Ananda Banerjee
Mon, July 6, 2026 at 1:09 PM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
MU
+1.11%
Explore stocks on Coinbase
Trading disclosure
Nvidia stock trades near $195, and it has quietly become the worst performer in its own chip group in 2026.
The slide comes as investors question whether the AI boom that powered Nvi
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron-Ford chip deal, TeraWulf stock gets lift, private equity takes over easyJet
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 12:30 PM PDT
MU
+1.11%
CBOE
+2.45%
ANTH.PVT
BTC-USD
+1.03%
Trade MU on Coinbase
Trading disclosure
Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Micron Technology (MU) announcing a new chip partnership wi
2026-07-07
news.google.com
2026-07-07
Wccftech
2026-07-07
news.google.com
2026-07-07
Stocktwits
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
TradingKey
2026-07-07
news.google.com
2026-07-07
Stocktwits