Semiconductor News & Analysis Feed
4334 articles
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-07-01
news.google.com
2026-07-01
CNBC
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative?
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell indexes and related growth and value benchmarks following the annual reconstitution process.
A
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
www.thelec.net
2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid
2026-07-01
appleinsider.com
2026-07-01
AppleInsider
appleinsider.com
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Stock Is Now Being Framed As The New OPEC Of Chips
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) is being described as the "New OPEC" of chips as debate grows around record semiconductor sector valuations during the AI boom.
The company’s extreme ultraviolet (EUV) lithography tools are
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) On Capacity Expansion Narrative And Whether The Stock Looks Fully Valued
July 01, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus for investors after recent share price moves, with the stock near US$285 and longer term returns outpacing shorter term performance. This is prompting fresh questions about what is already p
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) And Amkor Sign 10 Year Arizona Chip Packaging Deal
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC and Amkor have agreed to a 10 year partnership focused on advanced semiconductor packaging and testing in Arizona.
The collaboration is aimed at supporting US chip supply for AI and high performance computing applica
2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Zacks
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
Explore stocks on Coinbase
Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
news.google.com
2026-07-01
NVIDIA
2026-07-01
www.newswire.com
2026-07-01
Newswire.com
Vadzo Imaging Explains Wake-on-Motion USB Camera Technology: Falcon-544CRS Based on Onsemi AR0544 HyperLux LP for Event-Triggered, Low-Power Embedded Vision
PRESS RELEASE • JUN 30, 2026
Vadzo Imaging's Falcon-544CRS is a 5MP color USB 3.2 camera built on the Onsemi AR0544 HyperLux LP sensor, combining Wake-on-Motion event-triggered activation with super low power standby mode, purpose-built for b
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Faces Antitrust Lawsuit Over AI Memory Production Cuts
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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A civil antitrust lawsuit has been filed against Micron Technology, Samsung, and SK hynix alleging coordinated memory production cuts during the AI-driven chip shortage.
The case claims the companies restricted supply
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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