Semiconductor News & Analysis Feed
22478 articles
2026-07-03
www.digitimes.com
2026-07-03
digitimes
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's...
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2026-07-03
letsdatascience.com
2026-07-03
Let's Data Science
INFRASTRUCTURE
data centers
gpus
sk telecom
south korea
SKT Commits to Yeongnam Hyperscale AI Data Centers
18 sources
|
July 3, 2026
|
By LDS Team
8.2
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
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South Korea's SK Telecom will invest 140 trillion won ($91.5 billion) to build hyperscale AI data centers across the Yeongnam region, CEO Jung Jai-hun said at a
2026-07-03
timesofoman.com
2026-07-03
Times of Oman
New Delhi: While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve interest rates could trigger a turning point in the AI boom, as rising chip costs and stretched valuations expose early signs of excess in
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer’s Latest Thoughts on Micron (MU)
Syeda Seirut Javed
Fri, July 3, 2026 at 11:01 AM PDT 2 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company's "blowout quarter," as he stated:
We need to
2026-07-03
www.msn.com
2026-07-03
MSN
Retailer issues warning: Currys says AI data center demand is diverting chips from consumer devices, causing availability issues and likely price hikes later in 2026.
Tech giants raise prices: Apple and Microsoft have increased hardware prices as memory supplies tighten, reflecting a broader squeeze hitting electronics and auto sectors.
Long-term shortage outlook: Industry leaders expect the mem
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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Get the most important global
2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Bailey Pemberton
Fri, July 3, 2026 at 1:13 AM PDT 3 min read
GM
+0.28%
MU
+1.11%
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General Motors (NYSE:G
2026-07-03
www.opensourceforu.com
2026-07-03
Open Source For You
News
Wave Photonics Unlocks Synopsys Automation For Open-Source Quantum Chips
By Jiya Jay Singh -
July 3, 2026
0
19
Wave Photonics
Wave Photonics has made its entire PDK platform compatible with Synopsys OptoCompiler to automate the design of next-generation quantum and classical photonic chips.
On 1 July, 2026, Wave Photonics successfully achieved compatibility with Synopsys OptoCompiler, a pro
2026-07-03
www.geeky-gadgets.com
2026-07-03
Geeky Gadgets
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2026-07-03
evertiq.com
2026-07-03
Evertiq
© Liviorki
General | July 03, 2026
Report: $13 billion outlay for India Semiconductor Mission 2.0 cleared
Evertiq
India Semiconductor Mission 2.0 will be geared towards strengthening the entire semiconductor value chain, including chip design, fabrication and packaging.
The Expenditure Finance Committee (EFC) of the Indian government has approved an outlay of ₹1.25 trillion (about USD 13 billion)
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
For more than two decades, data center electrical power distribution operated as a highly standardized, mature, and slow-moving engineering discipline. The architecture of new-generation AI racks integrates more AI GPU/ASIC dies and multi-terabit SerDes switching fabrics into dense footprints. Consequently, rack power requirements are experiencing a massive paradigm shift.
During the peak deploym
2026-07-03
eetimes.com
2026-07-03
EE Times examines the companies, institutes, and policy initiatives positioning Spain within Europe’s next wave of semiconductor innovation.
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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